Oakmark Fund Investor Fund Price History
OAKMX Fund | USD 138.70 0.66 0.48% |
Below is the normalized historical share price chart for Oakmark Fund Investor extending back to March 16, 1992. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Oakmark Fund stands at 138.70, as last reported on the 19th of April, with the highest price reaching 138.70 and the lowest price hitting 138.70 during the day.
If you're considering investing in Oakmark Mutual Fund, it is important to understand the factors that can impact its price. We consider Oakmark Fund very steady. Oakmark Fund Investor maintains Sharpe Ratio (i.e., Efficiency) of 0.12, which implies the entity had a 0.12% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Oakmark Fund Investor, which you can use to evaluate the volatility of the fund. Please check Oakmark Fund's Semi Deviation of 0.6336, coefficient of variation of 705.39, and Risk Adjusted Performance of 0.089 to confirm if the risk estimate we provide is consistent with the expected return of 0.0864%.
Oakmark Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Oakmark |
Sharpe Ratio = 0.122
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Estimated Market Risk
0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Oakmark Fund is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Oakmark Fund by adding it to a well-diversified portfolio.
Oakmark Fund Mutual Fund Price History Chart
There are several ways to analyze Oakmark Fund Investor Fund price data. The simplest method is using a basic Oakmark candlestick price chart, which shows Oakmark Fund price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | March 28, 2024 | 146.18 |
Lowest Price | January 24, 2024 | 131.54 |
Oakmark Fund April 19, 2024 Mutual Fund Price Synopsis
Various analyses of Oakmark Fund's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Oakmark Mutual Fund. It can be used to describe the percentage change in the price of Oakmark Fund from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Oakmark Mutual Fund.Oakmark Fund Price Rate Of Daily Change | 1.00 | |
Oakmark Fund Price Action Indicator | 0.33 |
Oakmark Fund April 19, 2024 Mutual Fund Price Analysis
Oakmark Mutual Fund Price History Data
The price series of Oakmark Fund for the period between Sat, Jan 20, 2024 and Fri, Apr 19, 2024 has a statistical range of 17.32 with a coefficient of variation of 3.24. The daily prices for the period are spread out with arithmetic mean of 137.97. The median price for the last 90 days is 137.96. The company issued dividends to stockholders on December 12, 2019.Open | High | Low | Close | Volume | ||
04/19/2024 | 138.70 | 138.70 | 138.70 | 138.70 | ||
04/18/2024 | 138.70 | 138.70 | 138.70 | 138.70 | 1.00 | |
04/17/2024 | 138.04 | 138.04 | 138.04 | 138.04 | 1.00 | |
04/16/2024 | 137.99 | 137.99 | 137.99 | 137.99 | 1.00 | |
04/15/2024 | 138.92 | 138.92 | 138.92 | 138.92 | 1.00 | |
04/12/2024 | 139.89 | 139.89 | 139.89 | 139.89 | 1.00 | |
04/11/2024 | 141.88 | 141.88 | 141.88 | 141.88 | 1.00 | |
04/10/2024 | 142.05 | 142.05 | 142.05 | 142.05 | 1.00 | |
04/09/2024 | 144.10 | 144.10 | 144.10 | 144.10 | 1.00 | |
04/08/2024 | 144.19 | 144.19 | 144.19 | 144.19 | 1.00 | |
04/05/2024 | 143.91 | 143.91 | 143.91 | 143.91 | 1.00 | |
04/04/2024 | 142.94 | 142.94 | 142.94 | 142.94 | 1.00 | |
04/03/2024 | 144.61 | 144.61 | 144.61 | 144.61 | 1.00 | |
04/02/2024 | 144.47 | 144.47 | 144.47 | 144.47 | 1.00 | |
04/01/2024 | 145.52 | 145.52 | 145.52 | 145.52 | 1.00 | |
03/28/2024 | 146.18 | 146.18 | 146.18 | 146.18 | 1.00 | |
03/27/2024 | 145.30 | 145.30 | 145.30 | 145.30 | 1.00 | |
03/26/2024 | 143.60 | 143.60 | 143.60 | 143.60 | 1.00 | |
03/25/2024 | 143.46 | 143.46 | 143.46 | 143.46 | 1.00 | |
03/22/2024 | 143.48 | 143.48 | 143.48 | 143.48 | 1.00 | |
03/21/2024 | 144.60 | 144.60 | 144.60 | 144.60 | 1.00 | |
03/20/2024 | 143.22 | 143.22 | 143.22 | 143.22 | 1.00 | |
03/19/2024 | 141.41 | 141.41 | 141.41 | 141.41 | 1.00 | |
03/18/2024 | 140.69 | 140.69 | 140.69 | 140.69 | 1.00 | |
03/15/2024 | 139.96 | 139.96 | 139.96 | 139.96 | 1.00 | |
03/14/2024 | 140.20 | 140.20 | 140.20 | 140.20 | 1.00 | |
03/13/2024 | 141.05 | 141.05 | 141.05 | 141.05 | 1.00 | |
03/12/2024 | 140.46 | 140.46 | 140.46 | 140.46 | 1.00 | |
03/11/2024 | 139.92 | 139.92 | 139.92 | 139.92 | 1.00 | |
03/08/2024 | 139.67 | 139.67 | 139.67 | 139.67 | 1.00 | |
03/07/2024 | 139.53 | 139.53 | 139.53 | 139.53 | 1.00 | |
03/06/2024 | 138.31 | 138.31 | 138.31 | 138.31 | 1.00 | |
03/05/2024 | 137.88 | 137.88 | 137.88 | 137.88 | 1.00 | |
03/04/2024 | 137.96 | 137.96 | 137.96 | 137.96 | 1.00 | |
03/01/2024 | 138.35 | 138.35 | 138.35 | 138.35 | 1.00 | |
02/29/2024 | 137.95 | 137.95 | 137.95 | 137.95 | 1.00 | |
02/28/2024 | 137.18 | 137.18 | 137.18 | 137.18 | 1.00 | |
02/27/2024 | 137.37 | 137.37 | 137.37 | 137.37 | 1.00 | |
02/26/2024 | 136.53 | 136.53 | 136.53 | 136.53 | 1.00 | |
02/23/2024 | 137.06 | 137.06 | 137.06 | 137.06 | 1.00 | |
02/22/2024 | 137.00 | 137.00 | 137.00 | 137.00 | 1.00 | |
02/21/2024 | 135.77 | 135.77 | 135.77 | 135.77 | 1.00 | |
02/20/2024 | 135.39 | 135.39 | 135.39 | 135.39 | 1.00 | |
02/16/2024 | 136.00 | 136.00 | 136.00 | 136.00 | 1.00 | |
02/15/2024 | 136.65 | 136.65 | 136.65 | 136.65 | 1.00 | |
02/14/2024 | 134.80 | 134.80 | 134.80 | 134.80 | 1.00 | |
02/13/2024 | 133.34 | 133.34 | 133.34 | 133.34 | 1.00 | |
02/12/2024 | 135.89 | 135.89 | 135.89 | 135.89 | 1.00 | |
02/09/2024 | 134.77 | 134.77 | 134.77 | 134.77 | 1.00 | |
02/08/2024 | 134.66 | 134.66 | 134.66 | 134.66 | 1.00 | |
02/07/2024 | 134.10 | 134.10 | 134.10 | 134.10 | 1.00 | |
02/06/2024 | 133.58 | 133.58 | 133.58 | 133.58 | 1.00 | |
02/05/2024 | 133.07 | 133.07 | 133.07 | 133.07 | 1.00 | |
02/02/2024 | 134.33 | 134.33 | 134.33 | 134.33 | 1.00 | |
02/01/2024 | 134.60 | 134.60 | 134.60 | 134.60 | 1.00 | |
01/31/2024 | 133.38 | 133.38 | 133.38 | 133.38 | 1.00 | |
01/30/2024 | 135.49 | 135.49 | 135.49 | 135.49 | 1.00 | |
01/29/2024 | 134.45 | 134.45 | 134.45 | 134.45 | 1.00 | |
01/26/2024 | 133.89 | 133.89 | 133.89 | 133.89 | 1.00 | |
01/25/2024 | 132.82 | 132.82 | 132.82 | 132.82 | 1.00 | |
01/24/2024 | 131.54 | 131.54 | 131.54 | 131.54 | 1.00 |
About Oakmark Fund Mutual Fund history
Oakmark Fund investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Oakmark is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Oakmark Fund Investor will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Oakmark Fund stock prices may prove useful in developing a viable investing in Oakmark Fund
The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. It generally invests in the securities of larger capitalization companies. The fund uses a value investment philosophy in selecting equity securities. This value investment philosophy is based upon the belief that, over time, a companys stock price converges with the advisers estimate of the companys intrinsic value.
Oakmark Fund Mutual Fund Technical Analysis
Oakmark Fund technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
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Oakmark Fund Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Oakmark Fund's price direction in advance. Along with the technical and fundamental analysis of Oakmark Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Oakmark to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | 0.089 | |||
Jensen Alpha | 0.029 | |||
Total Risk Alpha | 0.0238 | |||
Sortino Ratio | 0.0407 | |||
Treynor Ratio | 0.0856 |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oakmark Fund Investor. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.