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New Zealand markets closed
NZX 50
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0.6100
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ALL ORDS
7,992.30
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OIL
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GOLD
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Oakmark Global Select Institutional (OANWX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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21.63
-0.04
(-0.18%)
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
1.36%
5-year average return
7.79%
Number of years up
5
Number of years down
2
Best 1-yr total return (27 Jun 2024)
29.94%
Worst 1-yr total return (27 Jun 2024)
N/A
Best 3-yr total return
29.94%
Worst 3-yr total return
1.71%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
OANWX
Category
YTD
2.30%
14.38%
1-month
2.58%
-1.21%
3-month
2.92%
5.03%
1-year
14.10%
39.50%
3-year
-1.21%
9.11%
5-year
9.46%
10.10%
10-year
6.25%
7.90%
Last bull market
16.44%
15.53%
Last bear market
-16.58%
-17.52%
Annual total return (%) history
Year
OANWX
Category
2024
N/A
N/A
2023
22.91%
N/A
2022
-22.24%
N/A
2021
19.42%
N/A
2020
13.31%
2.50%
2019
29.94%
20.73%
2018
-21.03%
-10.41%
2017
21.41%
18.90%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.05%
N/A
N/A
N/A
2023
9.17%
5.74%
-1.92%
8.56%
2022
-7.05%
-16.58%
-11.24%
12.98%
2021
10.93%
6.92%
-1.61%
2.33%
2020
-30.60%
23.17%
6.44%
24.53%
2019
12.72%
3.87%
-0.71%
11.77%
2018
-3.26%
-2.14%
1.86%
-18.10%
2017
5.95%
6.18%
4.76%
3.02%
Rank in category (by total return)
YTD
93
1-month
90
3-month
90
1-year
87
3-year
98
5-year
50
Load adjusted returns
1-year
14.10%
3-year
-1.21%
5-year
9.46%
10-year
6.25%
Data disclaimer
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