Oakmark
Statistics as of May 01, 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 0.87% | TTM Yield 0.5% | 3yr Sharpe 0.39 | YTD Return -4.7% | 3yr Return 41.9% | 1yr Return 7.9% | Total Assets $7B | 6M Money Flow $79M | |
Expense Ratio 0.99% Expense Ratio 0.76% Expense Ratio 0.73% | ||||||||
Expense Ratio 0.89% | TTM Yield 1.2% | 3yr Sharpe 0.46 | YTD Return -3.2% | 3yr Return 43.7% | 1yr Return 7.0% | Total Assets $22B | 6M Money Flow -$370M | |
Expense Ratio 0.66% Expense Ratio 0.62% Expense Ratio 0.70% | ||||||||
Expense Ratio 0.85% | TTM Yield 2.1% | 3yr Sharpe 0.18 | YTD Return -1.4% | 3yr Return 21.4% | 1yr Return 5.7% | Total Assets $6B | 6M Money Flow -$350M | |
Expense Ratio 0.59% Expense Ratio 0.62% Expense Ratio 0.56% | ||||||||
Expense Ratio 0.59% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 0.2% | 3yr Return - | 1yr Return - | Total Assets $357M | 6M Money Flow - | |
Expense Ratio 1.12% | TTM Yield 1.2% | 3yr Sharpe 0.08 | YTD Return 2.3% | 3yr Return 18.2% | 1yr Return 5.0% | Total Assets $1B | 6M Money Flow -$43M | |
Expense Ratio 0.89% Expense Ratio 0.93% Expense Ratio 0.86% | ||||||||
Expense Ratio 0.44% | TTM Yield 5.2% | 3yr Sharpe -0.16 | YTD Return 2.7% | 3yr Return 10.3% | 1yr Return 8.1% | Total Assets $195M | 6M Money Flow $12M | |
Expense Ratio 0.74% Expense Ratio 0.54% Expense Ratio 0.52% | ||||||||
Expense Ratio 0.90% | TTM Yield 1.3% | 3yr Sharpe 0.29 | YTD Return 7.8% | 3yr Return 30.3% | 1yr Return 13.5% | Total Assets $987M | 6M Money Flow -$42M | |
Expense Ratio 1.13% Expense Ratio 0.96% Expense Ratio 0.84% | ||||||||
Expense Ratio 0.81% | TTM Yield 2.5% | 3yr Sharpe 0.16 | YTD Return 11.0% | 3yr Return 24.5% | 1yr Return 9.2% | Total Assets $13B | 6M Money Flow -$5B | |
Expense Ratio 1.05% Expense Ratio 0.75% Expense Ratio 0.88% | ||||||||
Expense Ratio 1.08% | TTM Yield 2.2% | 3yr Sharpe 0.33 | YTD Return 13.7% | 3yr Return 37.5% | 1yr Return 12.6% | Total Assets $1B | 6M Money Flow -$383M | |
Expense Ratio 1.33% Expense Ratio 1.17% Expense Ratio 1.06% | ||||||||