Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OANBX (OAKMARK EQUITY AND INCOME FUND INSTITUTIONAL CLASS) | 0.74% | 10.13% | 11.11% | 6.35% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OANBX (OAKMARK EQUITY AND INCOME FUND INSTITUTIONAL CLASS) | 12/01/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 10.13 | 11.11 | 6.35 | NA | NA | NA | … | … | 0.74 | 11.36 | 9.00 | 17.72 | -12.72 | 29.02 | 8.83 | 19.59 | -8.15 | 14.65 | 0.86 |
| Sharpe Ratio | NA | 0.86 | 0.79 | 0.31 | NA | NA | NA | … | … | -0.08 | 0.74 | 0.64 | 1.31 | -0.85 | 2.33 | 0.34 | 2.05 | -0.91 | 2.46 | 1.36 |
| Standard Deviation(%) | NA | 8.67 | 9.96 | 12.10 | NA | NA | NA | … | … | 9.16 | 11.58 | 8.47 | 10.83 | 16.71 | 12.42 | 25.38 | 8.83 | 10.57 | 5.72 | 8.12 |
| Draw Down(%) | NA | 6.86 | 10.83 | 20.28 | NA | NA | NA | … | … | 6.86 | 10.54 | 4.47 | 9.52 | 20.28 | 5.66 | 30.25 | 5.59 | 15.19 | 3.02 | 1.84 |
| Yield(%) | 0.00 | 2.64 | 3.10 | 4.53 | 5.89 | 3.93 | 2.95 | … | … | 0.60 | 2.63 | 2.47 | 2.92 | 1.47 | 16.12 | 4.55 | 10.12 | 8.57 | 8.73 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OANBX (OAKMARK EQUITY AND INCOME FUND INSTITUTIONAL CLASS) |
-1.95%
Mar 2017 – Mar 2020 |
5.53%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OANBX (OAKMARK EQUITY AND INCOME FUND INSTITUTIONAL CLASS) |
18.86%
Dec 2018 – Dec 2021 |
15.29%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart