Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OANLX (OAKMARK SELECT FUND INSTITUTIONAL CLASS) | 0.04% | 11.98% | 15.45% | 8.93% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OANLX (OAKMARK SELECT FUND INSTITUTIONAL CLASS) | 12/01/2016 | 06/10/2026 |
| 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 (%) | 1.39 | 11.98 | 15.45 | 8.93 | NA | NA | NA | … | … | 0.04 | 14.66 | 14.44 | 43.32 | -22.58 | 34.34 | 10.98 | 27.87 | -24.72 | 15.91 | 2.38 |
| Sharpe Ratio | NA | 0.86 | 0.78 | 0.31 | NA | NA | NA | … | … | -0.12 | 0.60 | 0.74 | 2.17 | -0.89 | 2.07 | 0.26 | 1.56 | -1.31 | 1.50 | 2.55 |
| Standard Deviation(%) | NA | 14.90 | 16.98 | 19.60 | NA | NA | NA | … | … | 16.34 | 19.96 | 14.56 | 18.42 | 26.95 | 16.57 | 41.49 | 16.96 | 20.01 | 10.20 | 13.36 |
| Draw Down(%) | NA | 12.44 | 18.73 | 27.84 | NA | NA | NA | … | … | 12.44 | 18.73 | 8.11 | 14.50 | 27.78 | 7.78 | 43.77 | 11.09 | 35.81 | 5.06 | 2.16 |
| Yield(%) | 0.00 | 0.69 | 0.82 | 0.68 | 1.54 | 1.03 | 0.77 | … | … | 0.00 | 0.71 | 0.61 | 1.00 | 0.41 | 0.68 | 0.30 | 1.07 | 3.79 | 4.81 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| OANLX (OAKMARK SELECT FUND INSTITUTIONAL CLASS) |
-9.93%
Mar 2017 – Mar 2020 |
2.02%
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 |
|---|---|---|---|---|
| OANLX (OAKMARK SELECT FUND INSTITUTIONAL CLASS) |
24.00%
Dec 2018 – Dec 2021 |
22.64%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart