Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAYCX (Oakmark Bond Fund Advisor Class) | -0.14% | 5.01% | 5.51% | 1.41% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAYCX (Oakmark Bond Fund Advisor Class) | 06/15/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 5.01 | 5.51 | 1.41 | NA | NA | NA | … | … | -0.14 | 8.40 | 3.41 | 6.98 | -11.04 | 0.89 | 5.17 |
| Sharpe Ratio | NA | 0.89 | 0.56 | -0.20 | NA | NA | NA | … | … | -0.37 | 1.30 | -0.04 | 0.54 | -2.11 | 0.39 | 4.85 |
| Standard Deviation(%) | NA | 3.69 | 4.96 | 5.03 | NA | NA | NA | … | … | 3.96 | 4.26 | 4.99 | 6.24 | 5.92 | 2.21 | 1.96 |
| Draw Down(%) | NA | 2.63 | 5.40 | 14.99 | NA | NA | NA | … | … | 2.63 | 2.80 | 3.47 | 6.67 | 14.39 | 2.20 | 0.59 |
| Yield(%) | 0.00 | 4.52 | 4.83 | 3.84 | 2.18 | 1.45 | 1.09 | … | … | 1.53 | 5.03 | 4.82 | 4.55 | 2.79 | 3.48 | 1.24 |
Data as of 06/05/2026, Common starting date is 06/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAYCX (Oakmark Bond Fund Advisor Class) |
-3.31%
Oct 2020 – Oct 2023 |
1.45%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAYCX (Oakmark Bond Fund Advisor Class) |
6.98%
Oct 2022 – Oct 2025 |
1.97%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart