Oakmark Fund (OAKBX)
Seasonality Analysis
Oakmark Fund Annual Seasonality Statistics
Oakmark Fund Monthly Seasonality Performance
| Month | Avg Return | Win Rate | Strength |
|---|---|---|---|
| January | 0.39% | Moderate | |
| February | 0.41% | Moderate | |
| March | 0.03% | Moderate | |
| April | 1.02% | Moderate | |
| May | 0.90% | Moderate | |
| June | -0.22% | Very Weak | |
| July | 0.93% | Moderate | |
| August | 0.49% | Moderate | |
| September | -0.38% | Weak | |
| October | 0.85% | Moderate | |
| November BEST | 1.37% | Moderate | |
| December WORST | -2.75% | Very Weak |
Oakmark Fund 2026 vs Historical Pattern
Oakmark Fund Interactive Seasonality Chart
Oakmark Fund Pattern Scanner
Oakmark Fund Seasonal Historical Performance
About Oakmark Fund (OAKBX) Seasonality
Oakmark Fund (OAKBX) has been analyzed using 27 years of historical data to identify seasonal patterns. Classified under ETFs, Oakmark Fund shows distinct seasonal tendencies based on historical data.
The strongest month for Oakmark Fund is historically November, with an average return of 1.37% and a win rate of 77%. Conversely, December tends to be the weakest month, averaging -2.75% return.
Looking at the full calendar year, Oakmark Fund has an average annual return of 3.03% with an overall monthly win rate of 58.8%. Out of 12 months, 9 typically show positive average returns.
The seasonal pattern for Oakmark Fund has a consistency score of 45.4 (Poor), based on 27 years of data. Higher consistency means the seasonal pattern has been more reliable across different market conditions.
Oakmark Fund Seasonality FAQ
What is the best month to buy Oakmark Fund (OAKBX)?
Historically, November has been the best month for Oakmark Fund, with an average return of 1.37% and a win rate of 77%. However, past performance does not guarantee future results.
What is the worst month for Oakmark Fund (OAKBX)?
Based on historical data, December has been the weakest month for Oakmark Fund, with an average return of -2.75%. This is a historical observation and does not guarantee future results.
How reliable is OAKBX seasonality data?
The seasonality analysis for Oakmark Fund is based on 27 years of historical price data. While seasonal patterns can provide useful insights, they should be combined with other forms of analysis. Past patterns do not guarantee future performance.
How can I use Oakmark Fund seasonality in my trading?
Use Oakmark Fund (OAKBX) seasonality as one factor in your analysis. Identify historically strong and weak months, combine with other research methods. SeasOptima provides premium tools including interactive charts, pattern scanning, and historical performance data for deeper analysis.