Oakmark
Statistics as of Jun 06, 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 0.89% | TTM Yield 1.1% | 3yr Sharpe 0.49 | YTD Return 2.6% | 3yr Return 47.6% | 1yr Return 13.0% | Total Assets $24B | 6M Money Flow -$501M | |
Expense Ratio 0.66% Expense Ratio 0.62% Expense Ratio 0.70% | ||||||||
Expense Ratio 1.08% | TTM Yield 2.0% | 3yr Sharpe 0.39 | YTD Return 21.9% | 3yr Return 42.5% | 1yr Return 15.0% | Total Assets $1B | 6M Money Flow -$392M | |
Expense Ratio 1.33% Expense Ratio 1.17% Expense Ratio 1.06% | ||||||||
Expense Ratio 0.87% | TTM Yield 0.4% | 3yr Sharpe 0.38 | YTD Return 1.1% | 3yr Return 44.1% | 1yr Return 16.4% | Total Assets $7B | 6M Money Flow -$11M | |
Expense Ratio 0.99% Expense Ratio 0.76% Expense Ratio 0.73% | ||||||||
Expense Ratio 0.90% | TTM Yield 1.3% | 3yr Sharpe 0.28 | YTD Return 12.7% | 3yr Return 31.9% | 1yr Return 15.4% | Total Assets $1B | 6M Money Flow -$88M | |
Expense Ratio 1.13% Expense Ratio 0.96% Expense Ratio 0.84% | ||||||||
Expense Ratio 0.85% | TTM Yield 2.1% | 3yr Sharpe 0.19 | YTD Return 2.4% | 3yr Return 22.8% | 1yr Return 7.9% | Total Assets $6B | 6M Money Flow -$334M | |
Expense Ratio 0.59% Expense Ratio 0.62% Expense Ratio 0.56% | ||||||||
Expense Ratio 0.81% | TTM Yield 2.3% | 3yr Sharpe 0.17 | YTD Return 19.2% | 3yr Return 26.4% | 1yr Return 12.1% | Total Assets $14B | 6M Money Flow -$4B | |
Expense Ratio 1.05% Expense Ratio 0.75% Expense Ratio 0.88% | ||||||||
Expense Ratio 1.12% | TTM Yield 1.1% | 3yr Sharpe 0.10 | YTD Return 8.9% | 3yr Return 21.2% | 1yr Return 8.2% | Total Assets $1B | 6M Money Flow -$83M | |
Expense Ratio 0.89% Expense Ratio 0.93% Expense Ratio 0.86% | ||||||||
Expense Ratio 0.44% | TTM Yield 5.2% | 3yr Sharpe -0.18 | YTD Return 2.7% | 3yr Return 11.1% | 1yr Return 5.0% | Total Assets $196M | 6M Money Flow $14M | |
Expense Ratio 0.74% Expense Ratio 0.54% Expense Ratio 0.52% | ||||||||
Expense Ratio 0.59% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 6.2% | 3yr Return - | 1yr Return - | Total Assets $457M | 6M Money Flow $393M | |