Oakmark Equity And Income Fund Investor Class - Seasonality

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Oakmark Equity And Income Fund Investor Class - Seasonality

Seasonality Charts

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Correlation

Election

94.95%

2006

95.50%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	70%	50%	80%	60%	70%	50%	90%	60%	67%	56%	89%	78%
Average return %	+2.15%	-0.19%	-2.08%	+0.37%	+1.38%	+0.50%	+2.72%	+0.54%	-1.26%	+0.46%	+3.48%	-4.10%
2026	+0.51%	-0.08%	-4.11%	+3.11%	+0.28%	-0.38%	+3.80%	+3.29%	-2.78%	--	--	--
2025	+3.56%	+0.16%	-3.24%	-6.26%	+7.27%	+2.37%	-0.35%	+2.92%	-0.24%	-0.32%	+0.90%	+2.15%
2024	-0.30%	+1.25%	+3.40%	-3.49%	+1.73%	-0.90%	+4.11%	+0.90%	+0.50%	-0.66%	+4.62%	-4.44%
2023	+7.85%	-2.71%	-1.59%	+0.69%	-1.05%	+5.71%	+3.47%	-2.23%	-3.00%	-3.09%	+7.19%	+3.46%
2022	-1.37%	-0.92%	-1.49%	-6.24%	+2.26%	-8.28%	+6.86%	-2.45%	-7.93%	+6.61%	+4.95%	-5.55%
2021	+0.46%	+5.23%	+4.29%	+4.26%	+2.70%	-1.00%	+0.84%	+1.44%	-1.86%	+2.59%	-2.87%	-4.27%
2020	-2.45%	-5.51%	-15.40%	+8.21%	+4.88%	+1.00%	+3.24%	+3.99%	-2.41%	+0.40%	+11.16%	-0.20%
2019	+7.78%	+1.10%	-0.17%	+3.69%	-5.38%	+5.44%	+0.86%	-2.26%	+1.61%	+1.45%	+1.92%	-6.26%
2018	+3.63%	-2.91%	-2.22%	-0.63%	+1.49%	-0.63%	+2.87%	+0.18%	-0.58%	-4.24%	+1.54%	-14.99%
2017	+1.87%	+2.48%	-0.25%	+0.41%	-0.38%	+1.67%	+1.46%	-0.37%	+2.58%	+1.41%	+1.95%	-6.80%

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