Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAKGX (OAKMARK GLOBAL FUND INVESTOR CLASS) | 0.03% | 10.24% | 8.82% | 1.83% | 8.13% | 7.36% | 6.66% | … | … |
Data as of 06/10/2026, Common starting date is 08/17/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAKGX (OAKMARK GLOBAL FUND INVESTOR CLASS) | 08/17/1999 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.78 | 10.24 | 8.82 | 1.83 | 8.13 | 7.36 | 6.66 | … | … | 0.03 | 21.19 | 2.53 | 17.36 | -16.86 | 9.57 | 9.00 | 29.70 | -19.02 | 27.08 | 4.65 | -4.38 | 3.91 | 34.14 | 20.16 | -11.65 | 15.74 | 40.18 | -38.83 | 7.20 | 24.18 | 13.23 | 15.63 | 48.98 | -2.11 | 17.24 | 13.44 | 2.16 |
| Sharpe Ratio | NA | 0.83 | 0.45 | -0.03 | 0.31 | NA | NA | … | … | 0.03 | 1.05 | -0.09 | 0.90 | -0.70 | 0.55 | 0.21 | 1.96 | -1.25 | 3.21 | 0.23 | -0.29 | 0.34 | 2.90 | 1.35 | -0.48 | 0.87 | 1.39 | -1.04 | 0.30 | 2.13 | 1.37 | 1.49 | 3.09 | -0.16 | 0.86 | 0.59 | 0.18 |
| Standard Deviation(%) | NA | 13.54 | 14.93 | 18.28 | 20.73 | NA | NA | … | … | 14.81 | 17.45 | 12.74 | 15.30 | 26.24 | 17.33 | 42.11 | 14.39 | 16.40 | 8.26 | 19.00 | 15.10 | 11.43 | 11.74 | 15.03 | 24.14 | 17.90 | 28.90 | 38.00 | 13.78 | 9.77 | 8.00 | 9.84 | 15.60 | 20.74 | 17.49 | 15.56 | 12.68 |
| Draw Down(%) | NA | 11.58 | 15.75 | 36.25 | 45.13 | NA | NA | … | … | 11.58 | 15.67 | 7.46 | 15.75 | 31.54 | 15.03 | 44.16 | 10.44 | 27.95 | 3.55 | 19.40 | 16.22 | 11.72 | 6.87 | 16.97 | 23.86 | 16.30 | 30.17 | 48.72 | 9.70 | 9.40 | 4.24 | 8.45 | 18.73 | 31.95 | 22.74 | 13.11 | 11.50 |
| Yield(%) | 0.00 | 1.21 | 2.28 | 1.43 | 4.06 | 4.43 | 4.63 | … | … | 0.00 | 1.34 | 1.21 | 4.84 | 0.62 | 1.07 | 0.18 | 4.64 | 10.43 | 8.77 | 1.14 | 2.68 | 6.99 | 5.39 | 1.84 | 0.00 | 0.45 | 0.95 | 3.03 | 12.12 | 16.10 | 5.69 | 2.43 | 0.41 | 0.00 | 0.00 | 0.00 | 0.10 |
Data as of 06/10/2026, Common starting date is 08/17/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKGX (OAKMARK GLOBAL FUND INVESTOR CLASS) |
-14.25%
Feb 2006 – Feb 2009 |
-3.66%
Feb 2004 – Feb 2009 |
3.40%
Mar 2010 – Mar 2020 |
3.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKGX (OAKMARK GLOBAL FUND INVESTOR CLASS) |
32.58%
Mar 2003 – Mar 2006 |
25.32%
Sep 2002 – Sep 2007 |
13.45%
Feb 2009 – Feb 2019 |
12.37%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart