Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAYBX (OAKMARK EQUITY AND INCOME FUND ADVISOR CLASS) | 0.71% | 10.06% | 11.08% | 5.12% | 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 |
|---|---|---|
| OAYBX (OAKMARK EQUITY AND INCOME FUND ADVISOR 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 (%) | -0.10 | 10.06 | 11.08 | 5.12 | NA | NA | NA | … | … | 0.71 | 11.33 | 9.00 | 17.70 | -12.72 | 21.80 | 8.76 | 19.51 | -8.20 | 14.64 | 0.86 |
| Sharpe Ratio | NA | 0.86 | 0.79 | 0.21 | NA | NA | NA | … | … | -0.09 | 0.73 | 0.64 | 1.31 | -0.85 | 1.98 | 0.33 | 2.04 | -0.91 | 2.45 | 1.34 |
| Standard Deviation(%) | NA | 8.66 | 9.93 | 11.81 | NA | NA | NA | … | … | 9.16 | 11.54 | 8.46 | 10.82 | 16.71 | 11.02 | 25.38 | 8.82 | 10.55 | 5.74 | 8.23 |
| Draw Down(%) | NA | 6.86 | 10.84 | 20.28 | NA | NA | NA | … | … | 6.86 | 10.54 | 4.49 | 9.52 | 20.28 | 5.66 | 30.25 | 5.62 | 15.23 | 3.02 | 1.84 |
| Yield(%) | 0.00 | 2.60 | 3.07 | 3.48 | 5.23 | 3.49 | 2.62 | … | … | 0.59 | 2.60 | 2.44 | 2.89 | 1.47 | 9.89 | 4.48 | 10.04 | 8.53 | 8.72 | 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 |
|---|---|---|---|---|
| OAYBX (OAKMARK EQUITY AND INCOME FUND ADVISOR CLASS) |
-1.99%
Mar 2017 – Mar 2020 |
4.28%
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 |
|---|---|---|---|---|
| OAYBX (OAKMARK EQUITY AND INCOME FUND ADVISOR CLASS) |
16.55%
Dec 2018 – Dec 2021 |
13.95%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart