Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAKLX (OAKMARK SELECT FUND INVESTOR CLASS) | -0.07% | 11.71% | 15.17% | 8.63% | 10.89% | 11.27% | 8.93% | … | … |
Data as of 06/10/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAKLX (OAKMARK SELECT FUND INVESTOR CLASS) | 11/19/1996 | 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 11.71 | 15.17 | 8.63 | 10.89 | 11.27 | 8.93 | … | … | -0.07 | 14.66 | 14.15 | 43.02 | -22.74 | 33.72 | 10.76 | 27.70 | -24.90 | 15.69 | 15.24 | -3.59 | 15.80 | 36.52 | 21.64 | 2.15 | 13.24 | 52.46 | -36.24 | -14.18 | 13.67 | 4.84 | 9.73 | 29.00 | -12.47 | 26.06 | 25.81 | 14.49 | 16.21 | 55.02 | 9.70 |
| Sharpe Ratio | NA | 0.84 | 0.76 | 0.30 | 0.42 | NA | NA | … | … | -0.14 | 0.60 | 0.52 | 2.13 | -0.90 | 2.03 | 0.25 | 1.55 | -1.32 | 1.48 | 0.82 | -0.21 | 1.23 | 2.91 | 1.41 | 0.08 | 0.68 | 1.75 | -0.86 | -0.97 | 1.00 | 0.27 | 0.81 | 1.78 | -0.61 | 1.56 | 1.12 | 0.76 | 0.64 | 3.15 | 11.06 |
| Standard Deviation(%) | NA | 14.90 | 16.98 | 19.60 | 21.73 | NA | NA | … | … | 16.34 | 19.98 | 14.55 | 18.42 | 26.93 | 16.58 | 41.48 | 16.98 | 19.98 | 10.19 | 18.44 | 17.01 | 12.81 | 12.56 | 15.46 | 25.09 | 19.49 | 29.99 | 43.14 | 17.77 | 10.45 | 9.76 | 10.91 | 15.90 | 22.27 | 15.47 | 19.37 | 14.78 | 20.18 | 16.25 | 11.46 |
| Draw Down(%) | NA | 12.49 | 18.76 | 28.14 | 48.42 | NA | NA | … | … | 12.49 | 18.76 | 8.16 | 14.52 | 27.87 | 7.80 | 43.76 | 11.14 | 35.94 | 5.08 | 18.57 | 14.84 | 8.61 | 5.52 | 12.76 | 20.01 | 15.96 | 26.03 | 51.62 | 21.75 | 8.20 | 7.89 | 9.02 | 11.09 | 29.57 | 12.59 | 9.39 | 14.33 | 27.40 | 12.72 | 2.02 |
| Yield(%) | 0.00 | 0.43 | 0.53 | 0.37 | 1.91 | 4.21 | 3.90 | … | … | 0.00 | 0.44 | 0.35 | 0.72 | 0.24 | 0.06 | 0.00 | 0.84 | 3.60 | 4.61 | 5.44 | 0.29 | 13.53 | 6.80 | 10.66 | 0.21 | 0.23 | 0.44 | 1.01 | 10.22 | 11.81 | 6.31 | 0.80 | 0.42 | 0.09 | 0.23 | 8.01 | 19.93 | 4.36 | 1.49 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKLX (OAKMARK SELECT FUND INVESTOR CLASS) |
-19.94%
Feb 2006 – Feb 2009 |
-10.47%
Feb 2004 – Feb 2009 |
1.51%
Feb 1999 – Feb 2009 |
4.14%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKLX (OAKMARK SELECT FUND INVESTOR CLASS) |
33.30%
Feb 2009 – Feb 2012 |
29.28%
Feb 2009 – Feb 2014 |
17.06%
Dec 1996 – Dec 2006 |
15.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart