Oakmark Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 4 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

Fund Performance

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 2 for five years, and 2 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-03-12

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - S&P 500 TR USD + / - Russell 1000 TR USD % Rank
Year-to-date 0.64 -0.31 -0.76 64
1-Month 4.71 0.13 -0.04 44
3-Month 3.69 0.17 -0.45 38
6-Month 16.17 1.10 0.50 23
1-Year 29.80 4.43 3.47 10
3-Year (Annualized) 16.96 2.61 2.36 3
5-Year (Annualized) 27.76 4.76 4.13 4
10-Year (Annualized) 8.53 1.37 0.95 8