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Oakmark International Institutional (OANIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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26.55
+0.13
(+0.49%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
-0.82%
5-year average return
4.09%
Number of years up
5
Number of years down
2
Best 1-yr total return (2 May 2024)
30.00%
Worst 1-yr total return (2 May 2024)
N/A
Best 3-yr total return
30.00%
Worst 3-yr total return
-0.96%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
OANIX
Category
YTD
-2.73%
11.56%
1-month
-2.87%
-2.20%
3-month
1.24%
4.11%
1-year
-0.14%
35.63%
3-year
-1.50%
5.74%
5-year
3.71%
8.25%
10-year
3.03%
4.29%
Last bull market
17.71%
13.65%
Last bear market
-11.74%
-23.43%
Annual total return (%) history
Year
OANIX
Category
2024
N/A
N/A
2023
19.12%
N/A
2022
-15.45%
N/A
2021
9.28%
N/A
2020
5.16%
0.88%
2019
24.43%
17.80%
2018
-23.32%
-15.44%
2017
30.00%
22.08%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
0.15%
N/A
N/A
N/A
2023
13.99%
3.13%
-6.86%
8.79%
2022
-8.59%
-11.74%
-14.77%
22.97%
2021
9.09%
4.33%
-4.96%
1.02%
2020
-38.08%
24.43%
3.75%
31.55%
2019
9.10%
3.45%
-0.78%
11.11%
2018
-2.76%
-4.96%
-0.87%
-16.30%
2017
9.47%
6.19%
9.17%
2.44%
Rank in category (by total return)
YTD
96
1-month
94
3-month
86
1-year
95
3-year
96
5-year
87
Load adjusted returns
1-year
-0.14%
3-year
-1.50%
5-year
3.71%
10-year
3.03%
Data disclaimer
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