Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OANIX (OAKMARK INTERNATIONAL FUND INSTITUTIONAL CLASS) | -0.52% | 11.17% | 9.63% | 2.94% | 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 |
|---|---|---|
| OANIX (OAKMARK INTERNATIONAL 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 (%) | -1.86 | 11.17 | 9.63 | 2.94 | NA | NA | NA | … | … | -0.52 | 29.92 | -4.38 | 19.18 | -15.52 | 9.28 | 5.15 | 24.42 | -23.32 | 30.00 | 2.81 |
| Sharpe Ratio | NA | 0.58 | 0.40 | 0.03 | NA | NA | NA | … | … | -0.22 | 1.55 | -0.76 | 0.93 | -0.61 | 0.58 | 0.11 | 1.52 | -1.55 | 3.32 | 2.84 |
| Standard Deviation(%) | NA | 14.82 | 16.12 | 19.12 | NA | NA | NA | … | … | 17.15 | 17.75 | 14.43 | 16.17 | 28.01 | 16.04 | 43.00 | 15.13 | 16.00 | 8.88 | 14.58 |
| Draw Down(%) | NA | 14.34 | 18.67 | 37.77 | NA | NA | NA | … | … | 14.34 | 17.00 | 11.72 | 18.67 | 35.50 | 13.90 | 46.73 | 13.74 | 31.47 | 2.77 | 2.34 |
| Yield(%) | 0.00 | 2.32 | 2.47 | 2.00 | 2.81 | 1.88 | 1.41 | … | … | 0.00 | 2.77 | 2.61 | 2.43 | 2.70 | 1.63 | 0.56 | 2.48 | 5.34 | 4.02 | 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 |
|---|---|---|---|---|
| OANIX (OAKMARK INTERNATIONAL FUND INSTITUTIONAL CLASS) |
-11.15%
Mar 2017 – Mar 2020 |
-5.04%
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 |
|---|---|---|---|---|
| OANIX (OAKMARK INTERNATIONAL FUND INSTITUTIONAL CLASS) |
21.35%
Mar 2020 – Mar 2023 |
14.04%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart