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Oakmark International Fund Service Class (OARIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.52-0.19 (-0.69%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★★★
Year-to-date return8.49%
5-year average return1.95%
Number of years up13
Number of years down8
Best 1-yr total return (3 Feb 2019)56.39%
Worst 1-yr total return (3 Feb 2019)-41.35%
Best 3-yr total return56.39%
Worst 3-yr total return-8.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOARIXCategory
YTD4.48%11.56%
1-month-7.51%-2.20%
3-month-3.14%4.11%
1-year4.16%35.63%
3-year10.57%5.74%
5-year6.37%8.25%
10-year8.37%4.29%
Last bull market14.88%13.65%
Last bear market-22.92%-23.43%

Annual total return (%) history

Year
OARIXCategory
2021
N/AN/A
2020
4.63%0.88%
2019
23.92%17.80%
2018
-23.66%-15.44%
2017
29.45%22.08%
2016
7.54%3.34%
2015
-4.17%-3.10%
2014
-5.79%-6.32%
2013
28.96%20.81%
2012
28.70%16.21%
2011
-14.38%-12.77%
2010
15.86%7.48%
2009
56.39%30.33%
2008
-41.35%-42.41%
2007
-0.94%9.01%
2006
30.07%25.98%
2005
13.80%13.19%
2004
18.78%21.99%
2003
37.37%39.07%
2002
-8.77%-12.37%
2001
-5.42%-15.98%
2000
12.21%-6.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20219.01%4.22%-5.05%N/A
2020-38.16%24.29%3.62%31.36%
20198.98%3.29%-0.86%11.04%
2018-2.89%-5.08%-0.94%-16.40%
20179.37%6.08%9.06%2.30%
2016-3.02%-7.87%13.23%6.31%
20156.43%-1.24%-13.25%5.10%
20140.68%1.35%-7.18%-0.53%
20135.32%3.65%13.05%4.48%
201216.63%-10.19%8.08%13.69%
20112.20%2.00%-20.53%3.34%
20105.60%-10.78%14.28%7.60%
2009-9.07%33.23%23.81%4.26%
2008-11.11%-9.04%-7.56%-21.53%
20074.79%3.13%-3.63%-4.89%
200610.04%2.80%5.01%9.49%
20052.09%-0.14%8.96%2.45%
20043.57%1.78%-0.26%12.98%
2003-11.82%25.26%7.60%15.59%
200211.39%-2.35%-22.97%8.89%
2001-8.86%9.87%-19.44%17.26%
2000-0.27%6.96%-2.30%7.66%

Rank in category (by total return)

YTD47
1-month12
3-month56
1-year4
3-year15
5-year20

Load adjusted returns

1-year50.77%
3-year10.23%
5-year8.26%
10-year8.18%