Oakmark

  • Oakmark Fund

Oakmark Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1991 8.3 -0.7 9.5 0.6 0 0 0 0 0 0 0 0 0
1992 4.8 8.1 1.9 5.6 0 4.5 1.4 2.5 -0.2 2 3.5 6.8 48.9
1993 4.4 -1.2 6.1 0.7 4 2.6 1.6 5.1 -3.8 3.9 1.2 2.7 30.5
1994 1.4 -3.2 -0 -1 6.4 1.5 -0.9 1.3 2.5 -3.7 -1.8 1.4 3.4
1995 2.3 6 -1.4 3.8 2.5 1.9 2 3 1.1 3.5 4.1 1.3 34.4
1996 -0.2 6.8 0.8 4.1 2.5 -5.6 -0.6 2.9 1.2 0.2 0.6 2.7 0
1997 3.4 2.5 -1.8 3.8 -2.9 5.5 4.5 5.9 4.1 -3.9 2.4 5.6 32.5
1998 -2.2 2.4 12.5 3.7 -13.5 -3.9 -0.3 -1.5 -1 2.5 5.9 1.2 3.9
1999 0.8 -3.6 -4 -5.7 -4.8 -3.7 3 -0.1 8.3 1.5 1 -3 -10.6
2000 7.1 0.5 4.9 -0.5 4.4 2.1 -3.4 2.8 3.4 12.7 -10.5 -9.7 11.8
2001 3 7.4 0.3 -9.7 -0.8 1.6 0.2 4.2 4.7 -2.1 1.4 8.2 18.3
2002 -3.5 5.7 5.4 -12.8 2.1 -6.3 -7.4 1.2 -2.2 4.2 -0.2 0.2 -14.4
2003 3.6 2.6 4.8 -1.6 2.8 -0.7 1.7 7.2 7.2 0.4 -1.7 -2.8 25.3
2004 3.3 3.1 1.8 1 0.2 -1.8 1 1.1 0.1 -1.7 2.1 1.2 0
2005 0.4 2.5 -1.7 -1.6 -1.7 2.9 0.5 2.1 -2.3 -0.7 0.7 -2.2 -1.3
2006 2.4 1.8 3.9 3.7 2.3 -0.4 -0.6 -1.4 1.7 1.9 0.9 1 18.3
2007 -3.2 -4.5 1.3 1.6 0.5 -5.1 -1.8 3.3 5 -0.1 -2.5 2.3 -3.6
2008 4.6 -10.1 -18.2 -7.3 3 3.2 -10 1 5.4 -0.9 -4 -2.7 -32.7
2009 2.7 6.7 -1.5 3.5 5.8 9.9 1.4 4.3 16.5 11.3 -10.4 -9.4 44.8
2010 5.2 -0.7 3.7 9.8 -5.5 5.7 -6.4 -7.9 3.2 7 3 -3.6 0
2011 0.7 -0.9 11.4 -6.5 -5.5 -2.8 -1.4 -1.2 4.2 -1.1 3.9 2.4 1.8
2012 2.3 0.5 0.1 2.1 3.1 1 4.6 -7.5 -0.3 3.3 5 5.6 20.9
2013 3 3.7 4.4 3.5 -2.5 5.7 -1.3 4.7 1.9 2.9 0.8 5.6 37.3
2014 -0.1 2.5 1.4 -1.8 3.6 -1.5 2.5 2.7 -0.3 1.7 4.7 -3.9 11.7
2015 -3.7 0.2 8.5 -3.5 -5.6 1.1 -2.2 0.7 1.8 -2.5 6.7 -4.4 -4
2016 1.6 7.1 -0.5 1.4 2.1 4.9 -2.5 2 1.8 8.2 -1.2 -7 18.3
2017 1.9 1.7 2.3 3.6 -0.6 2.7 2 1.1 0.7 0 2.8 1.3 21.1
2018 -10.5 1.6 -9.1 -0.3 1.8 2.7 -0.2 2.4 -0 -3.3 -4.3 7 -12.8
2019 -5.3 5.1 3.2 2.3 -5.5 1.4 7.9 -9.5 5.8 -0.7 1.5 11.9 17.1
2020 5.6 17.9 -0.2 -4.1 7 3.3 1.4 4.6 16 -21.7 -8.6 -2.8 12.7
2021 3.1 -5.4 5.8 -2.1 3.3 0.7 -0.3 3.5 7 5.9 10.4 -2.6 32.2
2022 -6.9 5.8 11 -9.5 -1.1 9.6 -12.4 3.1 -9 -0.5 -1.5 -0.6 -14.1
2023 5.5 9.7 -3.4 -4.1 -2.2 5.3 7.4 -0.6 1.7 -1.7 -2.6 12.9 29.6
2024 -5.6 6 3.4 0.6 0 0 0 0 0 0 0 0 8.6