New Zealand markets open in 4 hours 19 minutes

Oakmark Global Select R6 (OAZWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
21.81+0.09 (+0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.15%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 Jul 2024)23.04%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return23.04%
Worst 3-yr total return4.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOAZWXCategory
YTD1.36%14.38%
1-month-0.92%-1.21%
3-month-1.64%5.03%
1-year7.98%39.50%
3-year-0.78%9.11%
5-year7.75%10.10%
10-year5.96%7.90%
Last bull market16.50%15.53%
Last bear market-16.57%-17.52%

Annual total return (%) history

Year
OAZWXCategory
2024
N/AN/A
2023
23.04%N/A
2022
-22.23%N/A
2021
19.49%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.04%-1.64%N/AN/A
20239.17%5.79%-1.87%8.57%
2022-7.04%-16.57%-11.24%12.98%
202110.97%6.92%-1.61%2.35%

Rank in category (by total return)

YTD88
1-month40
3-month71
1-year86
3-year97
5-year55

Load adjusted returns

1-year7.98%
3-year-0.78%
5-year7.75%
10-year5.96%