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Oakmark Global Select Fund Investor Class: (MF: OAKWX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:16 PM ET

$25.10 USD

+0.18 (0.72%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD -4.28 97
3 months -5.33 99
6 months -1.24 95
1 Year 4.02 93
3 Year 10.47 87
5 Year 2.54 88
10 Year 8.15 86

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.96
Bull Market (2/09 - 3/21) 600.67

Load Adjusted Returns as of May 31, 2026

1 Year 2.17
5 Year 3.49
10 Year 7.74
Since Inception 7.35

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.12 NA NA NA
2025 8.53 4.57 3.34 2.90
2024 2.94 -1.68 9.33 -5.40
2023 9.10 5.68 -1.92 8.50
2022 -7.12 -16.65 -11.30 12.92
2021 10.86 6.87 -1.64 2.27

Annual Return

20262025202420232022202120202019201820172016
% Total Return -4.2820.704.6722.70-22.4619.1913.0329.79-21.1721.209.93
% Total Return Rel to Index -12.12-0.64-14.55-1.71-3.371.03-1.034.59-10.741.094.59
% Total Return Rel to Peer -12.212.22-7.704.06-2.902.98-3.635.05-11.14-1.024.35
% Perf Quintile vs Peer* 5.003.005.002.004.002.004.002.005.004.001.00
% Dividends 0.000.370.250.170.050.200.000.210.210.170.16
% Yield 0.001.341.601.660.310.780.001.091.370.810.94
Capital Gains ($) 0.000.000.000.000.002.010.000.000.550.890.00
Expense Ratio 0.001.111.131.141.101.091.191.181.121.121.15

* 1 = Top 20%, 5 = Bottom 20%