Oakmark

  • Oakmark Select Fund

Oakmark Select Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1996 7.7 6 0 0 0 0 0 0 0 0 0 0 0
1997 7.4 1 -0.2 9.7 -2.6 7.8 7.8 7.4 0.9 -4.3 1.4 9.5 55
1998 9.2 2.8 8.2 8.6 -18.8 -6.1 6.2 -1.5 -2.6 8.9 6.9 -2.6 16.2
1999 4.7 -3.6 6 -1.6 -6.4 -2.3 1.6 -2.3 8.3 5 -4.9 10.9 14.5
2000 4.5 0.8 2.6 0.9 8.2 3.3 -5.7 0.9 -0.4 14.1 0.9 -5.4 25.8
2001 3.1 5.7 -0.6 -6.4 -0.7 3.5 1.2 3.9 3.9 -0.9 3.1 8.4 26.1
2002 -4.8 6.2 8.9 -13.9 2.8 -4.6 -8 0.7 -0.9 2.5 0 0.1 -12.5
2003 1.9 3.6 5.6 -1.9 2.7 -0.7 2 7.2 6.2 1.4 -0.6 -1.2 29
2004 3.3 4 0.2 3.2 -2.1 -0.1 -1.4 2.2 -2.3 -1.4 1.6 2.2 9.7
2005 1.8 3.8 -1.1 -2.2 -1 3.6 0.9 1.3 -2.5 -0.7 3 -2.2 4.8
2006 0.7 2.4 5.2 4.6 1.2 -2.7 -0.9 -2 2.1 1.3 -0.7 1.9 13.7
2007 -4.6 -9.1 0.2 0.7 -0.4 -6.8 -2.1 4.7 5.2 -0.9 -3.4 2.2 -14.2
2008 7.4 -8.7 -18.6 -12.2 1.7 4 -12.6 -0.1 6.6 0.3 -6.7 -1.4 -36.2
2009 1.8 8.2 -2.4 3.4 6.4 9.5 2.1 7.3 14.8 12.3 -7.9 -9.4 52.5
2010 4.9 -1.2 3.6 10.1 -6.5 6.4 -6.6 -7.6 4.9 8.2 2.4 -4 13.2
2011 -0.7 -0.8 11.6 -7.1 -5.3 -3 -1.7 -1 4.9 -1.8 6.3 2 2.1
2012 4.2 0.3 0.8 1.5 3.7 0.4 4.1 -9.4 0.4 3.1 6.3 5.5 0
2013 3.4 3.4 4.8 4.1 -3.9 6.3 -0.1 4.5 1.9 2.7 -1.1 5.8 36.5
2014 0.1 1.9 1.8 -2.1 2.6 -0.1 2.7 3.6 -0.4 1.9 5.7 -2.6 15.8
2015 -2.3 0.3 9.1 -3.9 -6.1 1 -2.7 0.1 2.6 -1.9 5.6 -4.5 -3.6
2016 2.7 7.5 -0.1 0.4 2.7 4.6 -2.2 2.3 2.6 9 -4.9 -8.9 15.2
2017 1.9 1.5 0.6 5.5 -2.5 3 1.9 -0.8 0.8 0.1 2.3 0.6 15.7
2018 -10.9 -0.2 -12 -0.9 -1.5 2.8 -0 1.3 -1.7 -3.9 -6 6.4 -24.9
2019 2.8 4.9 2.8 2.4 -6.4 0.8 7.6 -9 6.8 -1.2 0.3 14.4 26.8
2020 6.2 17.1 1.8 -4.9 6.9 3.6 1.5 5.2 15.4 -24.9 -9.1 -1.2 10.8
2021 4.1 -4.8 4.1 -1.9 3.8 1.5 -1.7 3.2 6.7 5.2 12.8 -2.4 33.7
2022 -7.9 3.8 9.2 -11.1 -2.6 8.6 -11.9 4.8 -9.6 -1.7 -2 -2.5 -23
2023 7.5 11.2 -4.6 -5.3 -1 6.8 6.8 3 2.2 0.4 -4 15 42.3
2024 -5.2 5 3.1 -1.9 0 0 0 0 0 0 0 0 0.7