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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.82%
5-year average return4.09%
Number of years up5
Number of years down2
Best 1-yr total return (2 May 2024)30.00%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return30.00%
Worst 3-yr total return-0.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOANIXCategory
YTD-2.73%11.56%
1-month-2.87%-2.20%
3-month1.24%4.11%
1-year-0.14%35.63%
3-year-1.50%5.74%
5-year3.71%8.25%
10-year3.03%4.29%
Last bull market17.71%13.65%
Last bear market-11.74%-23.43%

Annual total return (%) history

Year
OANIXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20240.15%N/AN/AN/A
202313.99%3.13%-6.86%8.79%
2022-8.59%-11.74%-14.77%22.97%
20219.09%4.33%-4.96%1.02%
2020-38.08%24.43%3.75%31.55%
20199.10%3.45%-0.78%11.11%
2018-2.76%-4.96%-0.87%-16.30%
20179.47%6.19%9.17%2.44%

Rank in category (by total return)

YTD96
1-month94
3-month86
1-year95
3-year96
5-year87

Load adjusted returns

1-year-0.14%
3-year-1.50%
5-year3.71%
10-year3.03%