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OANGX

Oakmark Global-Inst

$33.55 0.11 (0.33%)
Currency in USD / Last Updated: 3/28/2024
Category World Large Value
Market Cap 1196.373M
52 Week High 33.55
52 Week Low 27.62
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Key Data
Symbol OANGX
Type Mutual Fund
Category World Large Value
Price 33.55
Price Yesterday 33.44
Market Cap 1,196.37
YTD Return 4.42%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 250000
Redeption Fee 0
Prospectus 0.009
Overview
52 Week High 33.55
52 Week Low 27.62
Market Cap 1,196.37M
Shares Outstanding 35.66M
Income Dividend Yield 1.81%
Long Term Dividend Yield 2.59%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 4.40%
Returns Annualized
One Day 128.97%
Five Days 50.33%
One Months 75.27%
Three Months 19.58%
Six Months 26.77%
Nine Months 8.65%
One Year 11.10%
Three Years 3.11%
Five Years 8.94%
Ten Years -999
YTD 19.58%
Since Inception 8.71%
Returns Total
One Day 0.33%
Five Days 0.81%
One Month 4.55%
Three Months 4.42%
Six Months 12.37%
Nine Months 6.35%
One Year 10.95%
Three Years 9.57%
Five Years 53.25%
Ten Years -999
YTD 4.42%
Since Inception 83.97%
Yearly Returns
2024 4.42%
2023 17.55%
2022 -16.69%
2021 19.06%
2020 9.20%
2019 29.83%
2018 -18.84%
2017 27.34%
2016 3.13%
2015 0.00%
Risk against SP-DA
Alpha -20.51%
Beta 1.02
Correlation 88.29%
Downside Deviation 3.63%
Coefficient of determination 77.95%
Standard Deviation 3.88%
Sharpe Ratio -1.48
Sortino -5.5
Treynor 9.07
Ulcer Index 5.56
Ulcer Performance Index -3.59

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