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Oakmark Equity And Income Investor (OAKBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.54+0.23 (+0.67%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★★
Number of years up23
Number of years down5
Best 1-yr total return (2 May 2024)24.25%
Worst 1-yr total return (2 May 2024)N/A

Risk statistics

3 years
OAKBXCategory average
5 years
OAKBXCategory average
10 years
OAKBXCategory average
Alpha
2.85-0.01
1.86-0.01
0.5-0
BETA
1.10.01
1.220.01
1.220.01
Mean annual return
0.340.01
0.720.01
0.610.01
R-squared
88.960.93
89.540.92
88.030.92
Standard deviation
14.540.13
16.080.1
12.910.09
Sharpe ratio
0.060.01
0.40.01
0.450.01
Treynor ratio
-0.070.09
4.460.09
4.230.07