Oakmark

  • Oakmark Global Fund

Oakmark Global Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1999 10.7 -2.4 0.7 -5.4 0 0 0 0 0 0 0 0 0
2000 5.6 1.5 -3.3 1.7 6.2 -2.6 3.9 1.7 -2.4 13.7 -4.1 -7.5 13.4
2001 4.8 9.8 5.2 -13.9 -0.6 -1.7 1.2 5.1 8.9 -5.9 0.2 5.3 17.2
2002 -2.1 10.9 5.8 -11.4 1.5 -8.5 -8.5 1.6 0.5 8.8 -0.2 2.1 -2.1
2003 5 2.9 5.5 1.2 5.7 2.5 3.5 10.1 17.2 -1 -6.2 -3.6 49
2004 3.4 6.1 3 3.4 -1.2 -4.9 1.9 0.8 -1.3 0.2 0.5 3.2 15.6
2005 3.1 2.3 -2.1 3.6 0.8 3.7 0.4 1.1 -0.8 -1.8 4 -1.5 13.2
2006 2 2.8 4.2 2.3 2.9 0.4 -0.7 -2.1 3.7 2.5 0.2 4.1 24.3
2007 -1.3 -3.4 1.3 2.7 0.1 -2.4 -1.1 3 3.6 3.5 0 1.4 7.2
2008 2.5 -11.3 -16.6 -9.9 3.2 -2 -9.8 2.2 4.9 -0.4 -0.6 -7.5 -38.8
2009 3.9 2.6 -2.6 3.6 4.1 12.1 -0.8 9.4 19.4 6.9 -13.5 -6.6 40.2
2010 7.7 -0.4 3.1 9.6 -5.2 8.2 -3.8 -10.4 1.3 8.7 1.2 -3 15.7
2011 -2.2 -2.2 10.4 -8.2 -7.4 -3.8 -1.8 -1.8 3.6 -1.7 2.5 1.6 -11.7
2012 5.9 3.2 1 1.3 1.9 -1 5.9 -10.8 -2.5 1.4 6.3 7.4 20.2
2013 2.1 0.8 3.1 7.1 -1.7 5.8 -2.6 3 4.4 1.8 -0.4 7 34.1
2014 -0.1 3.3 0 -3.5 1.9 -2.7 1.4 2.2 -0.1 0.7 4.2 -3.1 3.9
2015 -3 -0.1 9.2 -4.2 -7.4 0.5 -2.2 0.3 1.1 -0.6 7.7 -4.5 -4.4
2016 3.1 3.7 0.7 -0.2 3.3 5.5 -5.7 -0.7 2.9 8.1 -4.2 -10.4 4.6
2017 1.6 0.7 1.6 5.2 0.1 3.6 0.5 1.1 2.7 0.8 2.9 3.8 27
2018 -9.3 -0.1 -8.1 -1.4 -2.2 3.8 -0.7 -0.1 0.5 -3.6 -5.1 6.6 -19
2019 0 2.1 4.5 3.2 -3.4 -0.1 7.9 -9.7 7.1 -2.4 3.9 11.1 24.9
2020 5.8 22.1 0.2 -5.4 8.8 3.6 2.7 5 12.1 -25.1 -9.1 -4.3 8.8
2021 -3.9 -6 5.1 -3.6 -0 0.3 -1.8 3.8 14.3 3.4 7.6 -8.8 8.6
2022 -5 11.5 9 -11.8 -5.5 6.2 -9.2 2.9 -8.4 -0.6 -4 -1.1 -17.5
2023 1.9 7.4 -5.8 -5 -3.3 3 7 -3.7 1.1 1.3 -3.3 12.9 12.3
2024 -3.5 4.5 2.1 -2.2 0 0 0 0 0 0 0 0 0.7