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OAKCX: Harris Associates Investment Trust - Oakmark Bond Fund (MUTUAL FUND)
Basic Info 8.63 0.01(0.12%) April 22
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/28/2022 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 01/28/2022 |
2023 | 2022 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | -1.8 | 3.0 | -2.4 | 6.7 | -9.5 |
Sharpe Ratio | NA | -1.81 | -0.15 | -0.87 | 0.39 | -1.83 |
Draw Down(%) | NA | 3.0 | 5.6 | 13.1 | 6.8 | 13.1 |
Standard Deviation(%) | NA | 5.5 | 6.0 | 6.3 | 6.3 | 6.5 |
Treynor Ratio | NA | -0.9 | -0.07 | -0.85 | 0.29 | -2.24 |
Alpha | NA | -0.04 | -0.01 | -0.02 | 0.0 | -0.05 |
Beta | NA | 0.11 | 0.13 | 0.06 | 0.09 | 0.05 |
RSquared | NA | 0.06 | 0.07 | 0.04 | 0.03 | 0.04 |
Yield(%) | N/A | 0.9 | 4.3 | N/A | 4.4 | 2.6 |
Dividend Growth(%) | N/A | -78.9 | 22.6 | N/A | 46.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/2022
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