Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OANWX (OAKMARK GLOBAL SELECT FUND INSTITUTIONAL CLASS) | -4.41% | 3.61% | 9.69% | 2.63% | 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 |
|---|---|---|
| OANWX (OAKMARK GLOBAL SELECT 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 (%) | -0.20 | 3.61 | 9.69 | 2.63 | NA | NA | NA | … | … | -4.41 | 19.47 | 4.94 | 22.94 | -22.26 | 19.51 | 13.31 | 29.94 | -21.03 | 21.41 | 2.63 |
| Sharpe Ratio | NA | 0.08 | 0.48 | 0.01 | NA | NA | NA | … | … | -0.89 | 1.11 | 0.11 | 1.39 | -0.94 | 1.39 | 0.34 | 1.92 | -1.40 | 2.62 | 2.90 |
| Standard Deviation(%) | NA | 12.58 | 13.39 | 16.66 | NA | NA | NA | … | … | 14.07 | 15.22 | 11.64 | 14.01 | 25.30 | 14.04 | 38.38 | 14.81 | 16.05 | 7.94 | 13.18 |
| Draw Down(%) | NA | 14.25 | 14.25 | 33.67 | NA | NA | NA | … | … | 14.25 | 12.46 | 6.08 | 13.00 | 32.66 | 8.77 | 40.07 | 11.19 | 29.62 | 2.98 | 1.93 |
| Yield(%) | 0.00 | 1.77 | 1.64 | 2.64 | 3.39 | 2.26 | 1.70 | … | … | 0.00 | 1.98 | 1.47 | 1.28 | 0.48 | 10.98 | 0.19 | 1.75 | 4.17 | 6.47 | 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 |
|---|---|---|---|---|
| OANWX (OAKMARK GLOBAL SELECT FUND INSTITUTIONAL CLASS) |
-6.55%
Mar 2017 – Mar 2020 |
-0.30%
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 |
|---|---|---|---|---|
| OANWX (OAKMARK GLOBAL SELECT FUND INSTITUTIONAL CLASS) |
20.73%
Dec 2018 – Dec 2021 |
16.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart