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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.36%
5-year average return7.79%
Number of years up5
Number of years down2
Best 1-yr total return (27 Jun 2024)29.94%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return29.94%
Worst 3-yr total return1.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOANWXCategory
YTD2.30%14.38%
1-month2.58%-1.21%
3-month2.92%5.03%
1-year14.10%39.50%
3-year-1.21%9.11%
5-year9.46%10.10%
10-year6.25%7.90%
Last bull market16.44%15.53%
Last bear market-16.58%-17.52%

Annual total return (%) history

Year
OANWXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20243.05%N/AN/AN/A
20239.17%5.74%-1.92%8.56%
2022-7.05%-16.58%-11.24%12.98%
202110.93%6.92%-1.61%2.33%
2020-30.60%23.17%6.44%24.53%
201912.72%3.87%-0.71%11.77%
2018-3.26%-2.14%1.86%-18.10%
20175.95%6.18%4.76%3.02%

Rank in category (by total return)

YTD93
1-month90
3-month90
1-year87
3-year98
5-year50

Load adjusted returns

1-year14.10%
3-year-1.21%
5-year9.46%
10-year6.25%