Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OANCX (Oakmark Bond Fund Institutional Class) | -0.14% | 4.90% | 5.50% | 1.32% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OANCX (Oakmark Bond Fund Institutional Class) | 06/15/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 4.90 | 5.50 | 1.32 | NA | NA | NA | … | … | -0.14 | 8.31 | 3.55 | 6.92 | -11.03 | 0.48 | 5.22 |
| Sharpe Ratio | NA | 0.92 | 0.56 | -0.21 | NA | NA | NA | … | … | -0.38 | 1.28 | -0.01 | 0.53 | -2.11 | 0.21 | 4.77 |
| Standard Deviation(%) | NA | 3.60 | 4.91 | 5.01 | NA | NA | NA | … | … | 3.85 | 4.26 | 4.97 | 6.22 | 5.91 | 2.18 | 2.01 |
| Draw Down(%) | NA | 2.52 | 5.50 | 15.34 | NA | NA | NA | … | … | 2.52 | 2.80 | 3.47 | 6.75 | 14.37 | 2.10 | 0.49 |
| Yield(%) | 0.00 | 4.53 | 4.86 | 3.78 | 2.15 | 1.43 | 1.07 | … | … | 1.53 | 5.06 | 4.85 | 4.61 | 2.81 | 3.09 | 1.28 |
Data as of 06/05/2026, Common starting date is 06/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OANCX (Oakmark Bond Fund Institutional Class) |
-3.46%
Oct 2020 – Oct 2023 |
1.40%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OANCX (Oakmark Bond Fund Institutional Class) |
7.01%
Oct 2022 – Oct 2025 |
1.86%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart