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Oakmark Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1991 0 0 0 0 0 0 0 0 0.55 9.5 -0.66 8.32 0
1992 6.84 3.52 2.01 -0.2 2.46 1.4 4.46 0 5.59 1.85 8.07 4.84 48.9
1993 2.72 1.17 3.87 -3.78 5.08 1.58 2.59 4 0.71 6.1 -1.16 4.44 30.5
1994 1.38 -1.81 -3.74 2.53 1.32 -0.92 1.48 6.39 -1.02 -0.04 -3.21 1.4 3.4
1995 1.31 4.13 3.51 1.08 2.96 2.03 1.92 2.47 3.78 -1.35 6.01 2.33 34.5
1996 2.72 0.59 0.23 1.2 2.89 -0.59 -5.58 2.52 4.08 0.81 6.82 -0.15 16.1
1997 5.6 2.43 -3.86 4.1 5.88 4.53 5.5 -2.86 3.75 -1.82 2.45 3.43 32.5
1998 1.24 5.92 2.54 -0.95 -1.48 -0.3 -3.89 -13.49 3.68 12.49 2.44 -2.24 3.9
1999 -2.96 1.01 1.54 8.3 -0.05 3.03 -3.72 -4.78 -5.71 -4.02 -3.63 0.78 -10.6
2000 -9.67 -10.54 12.65 3.35 2.77 -3.42 2.13 4.43 -0.52 4.86 0.45 7.11 11.8
2001 8.2 1.39 -2.13 4.66 4.18 0.2 1.56 -0.81 -9.68 0.28 7.35 2.95 18.3
2002 0.2 -0.2 4.17 -2.15 1.17 -7.42 -6.33 2.09 -12.8 5.41 5.7 -3.5 -14.4
2003 -2.79 -1.71 0.38 7.21 7.24 1.72 -0.74 2.75 -1.63 4.76 2.61 3.59 25.3
2004 1.15 2.05 -1.73 0.08 1.1 1.04 -1.8 0.16 1.02 1.78 3.1 3.34 11.7
2005 -2.15 0.66 -0.71 -2.25 2.05 0.47 2.93 -1.73 -1.59 -1.67 2.47 0.39 -1.3
2006 1.03 0.9 1.85 1.67 -1.39 -0.61 -0.43 2.26 3.67 3.92 1.83 2.39 18.3
2007 2.33 -2.47 -0.07 5.02 3.28 -1.75 -5.08 0.47 1.57 1.25 -4.47 -3.24 -3.6
2008 -2.68 -3.95 -0.9 5.37 0.96 -9.98 3.21 2.98 -7.25 -18.15 -10.1 4.61 -32.7
2009 -9.4 -10.37 11.33 16.54 4.31 1.38 9.93 5.83 3.51 -1.53 6.7 2.68 44.8
2010 -3.62 2.97 7.02 3.15 -7.89 -6.42 5.72 -5.52 9.79 3.7 -0.68 5.17 12.2
2011 2.42 3.85 -1.14 4.17 -1.22 -1.41 -2.75 -5.46 -6.52 11.35 -0.92 0.65 1.8
2012 5.57 4.95 3.29 -0.27 -7.46 4.61 1.02 3.12 2.06 0.1 0.51 2.33 20.9
2013 5.63 0.78 2.94 1.88 4.73 -1.25 5.66 -2.5 3.48 4.37 3.74 3.02 37.3
2014 -3.88 4.71 1.66 -0.31 2.7 2.54 -1.54 3.64 -1.84 1.39 2.45 -0.06 11.7
2015 -4.43 6.73 -2.53 1.77 0.7 -2.16 1.06 -5.59 -3.5 8.45 0.2 -3.73 -4
2016 -7.02 -1.23 8.21 1.84 2.01 -2.47 4.91 2.05 1.37 -0.51 7.12 1.58 18.3
2017 1.3 2.76 0.01 0.66 1.11 2.01 2.68 -0.55 3.56 2.25 1.74 1.86 21.1
2018 7.02 -4.27 -3.25 -0.01 2.38 -0.23 2.69 1.76 -0.25 -9.08 1.59 -10.5 -12.8
2019 11.91 1.49 -0.66 5.76 -9.52 7.87 1.36 -5.51 2.26 3.16 5.08 -5.29 17.1
2020 7.01 3.33 1.44 4.57 15.96 -21.69 -8.61 -2.78 -4.14 -0.19 17.88 5.58 12.7
2021 -2.64 10.42 5.88 7.02 3.53 -0.25 0.71 3.29 -2.09 5.8 -5.41 3.11 32.2
2022 -0.6 -1.54 -0.51 -8.96 3.13 -12.44 9.61 -1.07 -9.51 10.98 5.79 -6.91 -14.2
2023 12.89 -2.58 -1.71 1.71 -0.58 7.44 5.25 -2.24 -4.08 -3.4 9.66 5.52 29.6
2024 0.62 15.2