Oakmark
Statistics as of Apr 02, 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 0.90% | TTM Yield 1.3% | 3yr Sharpe 0.07 | YTD Return 8.8% | 3yr Return 16.4% | 1yr Return 11.8% | Total Assets $1B | 6M Money Flow -$77M | |
Expense Ratio 1.13% Expense Ratio 0.84% Expense Ratio 0.96% | ||||||||
Expense Ratio 1.08% | TTM Yield 2.3% | 3yr Sharpe 0.12 | YTD Return 8.6% | 3yr Return 21.8% | 1yr Return 5.8% | Total Assets $1B | 6M Money Flow -$383M | |
Expense Ratio 1.33% Expense Ratio 1.06% Expense Ratio 1.17% | ||||||||
Expense Ratio 0.81% | TTM Yield 2.6% | 3yr Sharpe 0.00 | YTD Return 8.3% | 3yr Return 13.1% | 1yr Return 4.2% | Total Assets $13B | 6M Money Flow -$5B | |
Expense Ratio 1.05% Expense Ratio 0.75% Expense Ratio 0.88% | ||||||||
Expense Ratio 0.59% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 4.8% | 3yr Return - | 1yr Return - | Total Assets $166M | 6M Money Flow - | |
Expense Ratio 1.12% | TTM Yield 1.1% | 3yr Sharpe -0.06 | YTD Return 4.8% | 3yr Return 9.7% | 1yr Return 3.9% | Total Assets $1B | 6M Money Flow -$81M | |
Expense Ratio 0.89% Expense Ratio 0.93% Expense Ratio 0.86% | ||||||||
Expense Ratio 0.44% | TTM Yield 5.1% | 3yr Sharpe -0.32 | YTD Return 2.9% | 3yr Return 7.4% | 1yr Return 7.1% | Total Assets $195M | 6M Money Flow $19M | |
Expense Ratio 0.74% Expense Ratio 0.54% Expense Ratio 0.52% | ||||||||
Expense Ratio 0.89% | TTM Yield 1.1% | 3yr Sharpe 0.37 | YTD Return 1.9% | 3yr Return 37.1% | 1yr Return 8.5% | Total Assets $24B | 6M Money Flow -$167M | |
Expense Ratio 0.66% Expense Ratio 0.62% Expense Ratio 0.70% | ||||||||
Expense Ratio 0.85% | TTM Yield 2.1% | 3yr Sharpe 0.07 | YTD Return 1.6% | 3yr Return 16.6% | 1yr Return 6.4% | Total Assets $6B | 6M Money Flow -$397M | |
Expense Ratio 0.59% Expense Ratio 0.62% Expense Ratio 0.56% | ||||||||
Expense Ratio 0.87% | TTM Yield 0.4% | 3yr Sharpe 0.29 | YTD Return -0.2% | 3yr Return 33.8% | 1yr Return 8.7% | Total Assets $7B | 6M Money Flow -$16M | |
Expense Ratio 0.99% Expense Ratio 0.76% Expense Ratio 0.73% | ||||||||