Oakmark Fund

Scorecard
5 / 5 Stars
Lipper
5 5 4 1 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 0.60 -0.36 -0.80 67
1-Month 4.68 0.11 -0.06 46
3-Month 3.62 0.11 -0.51 40
6-Month 16.02 0.95 0.35 25
1-Year 29.44 4.06 3.10 11
3-Year (Annualized) 16.62 2.26 2.01 4
5-Year (Annualized) 27.38 4.38 3.75 4
10-Year (Annualized) 8.20 1.04 0.62 11

See Also:

Top Oakmark Funds