Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OARBX (OAKMARK EQUITY AND INCOME FUND SERVICE CLASS) | NA | 27.46% | 18.33% | 11.72% | 10.53% | 8.10% | 8.52% | … | … |
Data as of 12/17/2021, Common starting date is 06/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OARBX (OAKMARK EQUITY AND INCOME FUND SERVICE CLASS) | 06/26/2000 | 12/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.00 | 27.46 | 18.33 | 11.72 | 10.53 | 8.10 | 8.52 | … | … | 9.41 | 11.49 | 19.00 | -8.57 | 14.15 | 10.63 | -4.90 | 6.59 | 23.83 | 8.75 | 0.27 | 9.17 | 19.47 | -16.47 | 11.59 | 10.45 | 8.35 | 10.07 | 22.87 | -3.49 | 16.74 | 4.80 |
| Sharpe Ratio | NA | 0.55 | 0.64 | 0.50 | 0.65 | NA | NA | … | … | 0.51 | 0.44 | 1.99 | -0.94 | 2.36 | 0.99 | -0.48 | 0.80 | 2.61 | 0.85 | 0.01 | 0.79 | 1.44 | -0.99 | 1.10 | 1.17 | 0.89 | 1.45 | 2.58 | -0.38 | 1.47 | 0.38 |
| Standard Deviation(%) | NA | 18.86 | 19.01 | 15.62 | 13.03 | NA | NA | … | … | 19.15 | 25.35 | 8.84 | 10.54 | 5.75 | 10.53 | 10.30 | 8.24 | 9.12 | 10.26 | 16.20 | 11.53 | 13.41 | 17.54 | 7.85 | 6.12 | 6.96 | 6.29 | 8.61 | 11.93 | 9.96 | 14.24 |
| Draw Down(%) | NA | 13.34 | 30.26 | 30.26 | 30.26 | NA | NA | … | … | 13.34 | 30.26 | 5.62 | 15.55 | 3.10 | 8.23 | 10.67 | 6.50 | 4.79 | 8.18 | 15.96 | 11.00 | 15.30 | 27.59 | 4.96 | 4.58 | 3.94 | 5.12 | 6.85 | 16.43 | 9.24 | 8.54 |
| Yield(%) | 13.31 | 16.16 | 11.73 | 9.61 | 9.15 | 7.21 | 8.48 | … | … | 16.17 | 7.00 | 9.62 | 8.07 | 8.25 | 4.10 | 5.48 | 8.92 | 9.01 | 3.31 | 2.72 | 0.55 | 1.05 | 3.27 | 7.86 | 6.88 | 2.08 | 3.39 | 0.58 | 0.00 | 0.00 | 0.00 |
Data as of 12/17/2021, Common starting date is 06/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OARBX (OAKMARK EQUITY AND INCOME FUND SERVICE CLASS) |
-2.39%
Mar 2017 – Mar 2020 |
0.20%
Mar 2015 – Mar 2020 |
4.34%
Mar 2010 – Mar 2020 |
5.23%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OARBX (OAKMARK EQUITY AND INCOME FUND SERVICE CLASS) |
15.54%
Feb 2009 – Feb 2012 |
14.25%
Feb 2009 – Feb 2014 |
10.30%
Sep 2011 – Sep 2021 |
8.85%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart