Oakmark
Statistics as of May 27, 2025
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Found total of 9 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.00% | TTM Yield 1.1% | 3yr Sharpe 0.46 | YTD Return 0.7% | 3yr Return 44.1% | 1yr Return 10.4% | Total Assets $24B | 6M Money Flow -$370M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.4% | 3yr Sharpe 0.39 | YTD Return -1.2% | 3yr Return 40.3% | 1yr Return 12.1% | Total Assets $7B | 6M Money Flow $79M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 3.9% | 3yr Return - | 1yr Return - | Total Assets $448M | 6M Money Flow - | |
Expense Ratio 0.00% | TTM Yield 2.4% | 3yr Sharpe 0.16 | YTD Return 17.3% | 3yr Return 25.0% | 1yr Return 10.5% | Total Assets $14B | 6M Money Flow -$5B | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.0% | 3yr Sharpe 0.33 | YTD Return 21.0% | 3yr Return 42.0% | 1yr Return 12.9% | Total Assets $1B | 6M Money Flow -$383M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.1% | 3yr Sharpe 0.08 | YTD Return 6.7% | 3yr Return 19.4% | 1yr Return 5.9% | Total Assets $1B | 6M Money Flow -$43M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.29 | YTD Return 10.9% | 3yr Return 29.4% | 1yr Return 13.6% | Total Assets $1B | 6M Money Flow -$42M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.1% | 3yr Sharpe 0.18 | YTD Return 0.9% | 3yr Return 21.3% | 1yr Return 7.2% | Total Assets $6B | 6M Money Flow -$350M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.2% | 3yr Sharpe -0.16 | YTD Return 2.3% | 3yr Return 9.6% | 1yr Return 6.4% | Total Assets $195M | 6M Money Flow $12M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||