Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OANGX (OAKMARK GLOBAL FUND INSTITUTIONAL CLASS) | 1.54% | 11.96% | 9.58% | 3.98% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OANGX (OAKMARK GLOBAL FUND INSTITUTIONAL CLASS) | 12/01/2016 | 06/11/2026 |
| 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 (%) | -1.34 | 11.96 | 9.58 | 3.98 | NA | NA | NA | … | … | 1.54 | 20.36 | 2.77 | 17.67 | -16.72 | 19.09 | 9.20 | 29.83 | -18.84 | 27.34 | 2.48 |
| Sharpe Ratio | NA | 0.85 | 0.47 | 0.07 | NA | NA | NA | … | … | 0.05 | 1.02 | -0.07 | 0.92 | -0.69 | 1.24 | 0.21 | 1.97 | -1.23 | 3.26 | 2.60 |
| Standard Deviation(%) | NA | 13.54 | 14.95 | 17.96 | NA | NA | NA | … | … | 14.79 | 17.50 | 12.80 | 15.32 | 26.27 | 15.42 | 42.06 | 14.38 | 16.43 | 8.22 | 13.77 |
| Draw Down(%) | NA | 11.52 | 15.72 | 31.47 | NA | NA | NA | … | … | 11.52 | 15.66 | 7.41 | 15.72 | 31.47 | 8.45 | 44.15 | 10.37 | 27.78 | 3.51 | 1.96 |
| Yield(%) | 0.00 | 1.46 | 2.54 | 3.12 | 4.90 | 3.26 | 2.45 | … | … | 0.00 | 1.62 | 1.46 | 5.11 | 0.81 | 10.47 | 0.36 | 4.85 | 10.63 | 9.02 | 0.00 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| OANGX (OAKMARK GLOBAL FUND INSTITUTIONAL CLASS) |
-6.69%
Mar 2017 – Mar 2020 |
0.38%
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 |
|---|---|---|---|---|
| OANGX (OAKMARK GLOBAL FUND INSTITUTIONAL CLASS) |
22.52%
Mar 2020 – Mar 2023 |
15.99%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart