Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OANEX (OAKMARK INTERNATIONAL SMALL CAP FUND INSTITUTIONAL CLASS) | -2.02% | 4.38% | 10.87% | 4.01% | 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 |
|---|---|---|
| OANEX (OAKMARK INTERNATIONAL SMALL CAP 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 (%) | -2.55 | 4.38 | 10.87 | 4.01 | NA | NA | NA | … | … | -2.02 | 23.07 | -2.80 | 19.90 | -14.32 | 19.43 | 5.21 | 32.01 | -23.53 | 26.31 | 2.38 |
| Sharpe Ratio | NA | 0.12 | 0.50 | 0.09 | NA | NA | NA | … | … | -0.41 | 1.21 | -0.47 | 1.07 | -0.62 | 1.41 | 0.14 | 2.34 | -1.85 | 2.98 | 3.12 |
| Standard Deviation(%) | NA | 14.94 | 15.33 | 17.71 | NA | NA | NA | … | … | 17.31 | 16.99 | 13.53 | 15.25 | 25.69 | 13.72 | 35.32 | 13.05 | 13.54 | 8.64 | 10.97 |
| Draw Down(%) | NA | 17.16 | 17.16 | 37.58 | NA | NA | NA | … | … | 17.16 | 14.66 | 12.17 | 15.79 | 35.11 | 11.32 | 46.74 | 11.21 | 30.07 | 5.04 | 2.30 |
| Yield(%) | 0.00 | 5.57 | 5.19 | 3.36 | 4.06 | 2.71 | 2.03 | … | … | 0.00 | 6.79 | 6.22 | 2.42 | 1.82 | 2.20 | 2.12 | 0.49 | 6.57 | 4.70 | 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 |
|---|---|---|---|---|
| OANEX (OAKMARK INTERNATIONAL SMALL CAP FUND INSTITUTIONAL CLASS) |
-10.49%
Mar 2017 – Mar 2020 |
-2.87%
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 |
|---|---|---|---|---|
| OANEX (OAKMARK INTERNATIONAL SMALL CAP FUND INSTITUTIONAL CLASS) |
23.95%
Sep 2022 – Sep 2025 |
17.12%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart