Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OANMX (OAKMARK FUND INSTITUTIONAL CLASS) | -0.68% | 12.31% | 15.48% | 9.67% | 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 |
|---|---|---|
| OANMX (OAKMARK 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 (%) | 0.19 | 12.31 | 15.48 | 9.67 | NA | NA | NA | … | … | -0.68 | 14.20 | 16.28 | 31.21 | -13.18 | 34.87 | 13.09 | 27.35 | -12.62 | 21.33 | 1.54 |
| Sharpe Ratio | NA | 0.73 | 0.80 | 0.39 | NA | NA | NA | … | … | -0.30 | 0.62 | 0.99 | 1.70 | -0.56 | 2.12 | 0.31 | 1.65 | -0.79 | 2.53 | 2.05 |
| Standard Deviation(%) | NA | 13.18 | 15.21 | 18.30 | NA | NA | NA | … | … | 13.74 | 18.64 | 12.83 | 16.33 | 26.01 | 16.47 | 40.80 | 15.66 | 17.81 | 8.21 | 10.21 |
| Draw Down(%) | NA | 6.93 | 17.01 | 23.55 | NA | NA | NA | … | … | 6.93 | 17.01 | 7.08 | 12.38 | 23.55 | 8.09 | 41.42 | 10.00 | 24.35 | 3.74 | 1.77 |
| Yield(%) | 0.00 | 1.28 | 1.63 | 1.58 | 3.58 | 2.38 | 1.79 | … | … | 0.00 | 1.29 | 1.54 | 1.57 | 1.00 | 2.60 | 0.37 | 9.90 | 6.71 | 4.89 | 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 |
|---|---|---|---|---|
| OANMX (OAKMARK FUND INSTITUTIONAL CLASS) |
-3.36%
Mar 2017 – Mar 2020 |
7.20%
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 |
|---|---|---|---|---|
| OANMX (OAKMARK FUND INSTITUTIONAL CLASS) |
27.18%
Mar 2020 – Mar 2023 |
24.05%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart