Oakmark Select Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1996 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 6 | 7.74 | 0 |
1997 | 9.46 | 1.44 | -4.26 | 0.91 | 7.43 | 7.75 | 7.83 | -2.55 | 9.66 | -0.18 | 1.04 | 7.42 | 55 |
1998 | -2.57 | 6.91 | 8.88 | -2.62 | -1.5 | 6.24 | -6.12 | -18.78 | 8.55 | 8.17 | 2.83 | 9.22 | 16.2 |
1999 | 10.85 | -4.89 | 4.95 | 8.28 | -2.26 | 1.62 | -2.28 | -6.43 | -1.6 | 6.02 | -3.63 | 4.66 | 14.5 |
2000 | -5.37 | 0.92 | 14.1 | -0.4 | 0.9 | -5.7 | 3.31 | 8.19 | 0.89 | 2.61 | 0.8 | 4.49 | 25.9 |
2001 | 8.41 | 3.07 | -0.87 | 3.92 | 3.85 | 1.24 | 3.47 | -0.7 | -6.39 | -0.6 | 5.67 | 3.1 | 26.1 |
2002 | 0.07 | 0 | 2.46 | -0.86 | 0.72 | -7.96 | -4.64 | 2.82 | -13.91 | 8.86 | 6.16 | -4.8 | -12.5 |
2003 | -1.22 | -0.64 | 1.37 | 6.24 | 7.19 | 2.04 | -0.69 | 2.71 | -1.92 | 5.59 | 3.64 | 1.91 | 29 |
2004 | 2.22 | 1.6 | -1.35 | -2.26 | 2.19 | -1.4 | -0.07 | -2.07 | 3.21 | 0.19 | 4.03 | 3.32 | 9.7 |
2005 | -2.16 | 3 | -0.65 | -2.46 | 1.32 | 0.91 | 3.63 | -0.96 | -2.16 | -1.14 | 3.81 | 1.84 | 4.8 |
2006 | 1.88 | -0.69 | 1.32 | 2.13 | -1.95 | -0.92 | -2.66 | 1.17 | 4.61 | 5.16 | 2.4 | 0.72 | 13.7 |
2007 | 2.18 | -3.39 | -0.85 | 5.22 | 4.7 | -2.11 | -6.79 | -0.36 | 0.7 | 0.21 | -9.09 | -4.57 | -14.2 |
2008 | -1.37 | -6.65 | 0.34 | 6.59 | -0.08 | -12.62 | 4.02 | 1.71 | -12.18 | -18.58 | -8.7 | 7.37 | -36.2 |
2009 | -9.39 | -7.87 | 12.29 | 14.82 | 7.27 | 2.06 | 9.51 | 6.4 | 3.37 | -2.43 | 8.18 | 1.77 | 52.5 |
2010 | -4.03 | 2.4 | 8.21 | 4.88 | -7.57 | -6.55 | 6.41 | -6.47 | 10.09 | 3.59 | -1.24 | 4.87 | 13.2 |
2011 | 2.04 | 6.25 | -1.75 | 4.92 | -1.01 | -1.68 | -2.95 | -5.28 | -7.1 | 11.57 | -0.77 | -0.67 | 2.2 |
2012 | 5.5 | 6.27 | 3.09 | 0.43 | -9.42 | 4.05 | 0.36 | 3.71 | 1.48 | 0.77 | 0.31 | 4.15 | 21.6 |
2013 | 5.84 | -1.07 | 2.68 | 1.92 | 4.54 | -0.08 | 6.32 | -3.85 | 4.14 | 4.77 | 3.41 | 3.4 | 36.5 |
2014 | -2.6 | 5.66 | 1.87 | -0.4 | 3.63 | 2.7 | -0.07 | 2.63 | -2.08 | 1.77 | 1.89 | 0.07 | 15.8 |
2015 | -4.46 | 5.62 | -1.87 | 2.58 | 0.1 | -2.72 | 1.04 | -6.11 | -3.87 | 9.08 | 0.3 | -2.29 | -3.6 |
2016 | -8.85 | -4.92 | 8.98 | 2.57 | 2.34 | -2.19 | 4.55 | 2.69 | 0.42 | -0.1 | 7.5 | 2.65 | 15.2 |
2017 | 0.63 | 2.26 | 0.09 | 0.77 | -0.83 | 1.94 | 2.99 | -2.49 | 5.49 | 0.61 | 1.54 | 1.89 | 15.7 |
2018 | 6.43 | -6.02 | -3.91 | -1.68 | 1.31 | -0.02 | 2.78 | -1.51 | -0.93 | -12.02 | -0.15 | -10.93 | -24.9 |
2019 | 14.44 | 0.33 | -1.17 | 6.8 | -9.04 | 7.61 | 0.79 | -6.4 | 2.38 | 2.76 | 4.87 | 2.75 | 26.8 |
2020 | 6.9 | 3.55 | 1.52 | 5.21 | 15.4 | -24.9 | -9.11 | -1.15 | -4.93 | 1.79 | 17.1 | 6.19 | 10.8 |
2021 | -2.42 | 12.76 | 5.2 | 6.72 | 3.18 | -1.68 | 1.48 | 3.84 | -1.87 | 4.06 | -4.78 | 4.1 | 33.7 |
2022 | -2.52 | -1.95 | -1.73 | -9.58 | 4.84 | -11.85 | 8.57 | -2.61 | -11.05 | 9.15 | 3.82 | -7.93 | -23 |
2023 | 15.03 | -3.97 | 0.4 | 2.24 | 2.96 | 6.78 | 6.79 | -1.03 | -5.31 | -4.55 | 11.15 | 7.48 | 42.3 |
2024 | -1.87 | 10.8 |