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Oakmark Institutional (OANMX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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141.76
+1.07
(+0.76%)
At close: 08:05AM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.98%
5-year average return
14.62%
Number of years up
5
Number of years down
2
Best 1-yr total return (5 May 2024)
34.53%
Worst 1-yr total return (5 May 2024)
N/A
Best 3-yr total return
34.53%
Worst 3-yr total return
7.93%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
OANMX
Category
YTD
5.48%
17.52%
1-month
-4.40%
-0.87%
3-month
4.81%
5.51%
1-year
25.76%
42.88%
3-year
9.86%
11.93%
5-year
14.26%
12.07%
10-year
11.86%
10.95%
Last bull market
29.03%
23.18%
Last bear market
-17.75%
-17.87%
Annual total return (%) history
Year
OANMX
Category
2024
N/A
N/A
2023
31.18%
N/A
2022
-13.16%
N/A
2021
34.53%
N/A
2020
13.09%
2.91%
2019
27.19%
25.04%
2018
-12.58%
-8.53%
2017
21.33%
15.94%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.34%
N/A
N/A
N/A
2023
8.16%
8.70%
-1.24%
12.98%
2022
-2.56%
-17.75%
-1.82%
10.37%
2021
15.61%
8.97%
1.91%
4.78%
2020
-30.38%
23.08%
6.21%
24.27%
2019
12.88%
3.26%
-2.02%
11.38%
2018
-0.85%
2.18%
4.28%
-17.26%
2017
4.15%
3.85%
5.80%
6.02%
Rank in category (by total return)
YTD
27
1-month
65
3-month
30
1-year
3
3-year
5
5-year
1
Load adjusted returns
1-year
25.76%
3-year
9.86%
5-year
14.26%
10-year
11.86%
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