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Oakmark Global Select R6 (OAZWX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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21.81
+0.09
(+0.41%)
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
2.15%
5-year average return
0.00%
Number of years up
2
Number of years down
1
Best 1-yr total return (2 Jul 2024)
23.04%
Worst 1-yr total return (2 Jul 2024)
N/A
Best 3-yr total return
23.04%
Worst 3-yr total return
4.57%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
OAZWX
Category
YTD
1.36%
14.38%
1-month
-0.92%
-1.21%
3-month
-1.64%
5.03%
1-year
7.98%
39.50%
3-year
-0.78%
9.11%
5-year
7.75%
10.10%
10-year
5.96%
7.90%
Last bull market
16.50%
15.53%
Last bear market
-16.57%
-17.52%
Annual total return (%) history
Year
OAZWX
Category
2024
N/A
N/A
2023
23.04%
N/A
2022
-22.23%
N/A
2021
19.49%
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.04%
-1.64%
N/A
N/A
2023
9.17%
5.79%
-1.87%
8.57%
2022
-7.04%
-16.57%
-11.24%
12.98%
2021
10.97%
6.92%
-1.61%
2.35%
Rank in category (by total return)
YTD
88
1-month
40
3-month
71
1-year
86
3-year
97
5-year
55
Load adjusted returns
1-year
7.98%
3-year
-0.78%
5-year
7.75%
10-year
5.96%
Data disclaimer
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