Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAYLX (OAKMARK SELECT FUND ADVISOR CLASS) | -0.01% | 11.86% | 15.32% | 8.82% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAYLX (OAKMARK SELECT FUND ADVISOR CLASS) | 12/01/2016 | 06/10/2026 |
| 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 (%) | 1.39 | 11.86 | 15.32 | 8.82 | NA | NA | NA | … | … | -0.01 | 14.64 | 14.30 | 43.21 | -22.66 | 34.20 | 10.90 | 27.82 | -24.73 | 15.87 | 2.38 |
| Sharpe Ratio | NA | 0.85 | 0.77 | 0.31 | NA | NA | NA | … | … | -0.13 | 0.60 | 0.73 | 2.17 | -0.90 | 2.06 | 0.26 | 1.55 | -1.31 | 1.50 | 2.55 |
| Standard Deviation(%) | NA | 14.90 | 16.98 | 19.59 | NA | NA | NA | … | … | 16.34 | 19.97 | 14.56 | 18.42 | 26.93 | 16.57 | 41.49 | 16.96 | 19.99 | 10.18 | 13.36 |
| Draw Down(%) | NA | 12.47 | 18.74 | 27.89 | NA | NA | NA | … | … | 12.47 | 18.74 | 8.13 | 14.51 | 27.82 | 7.79 | 43.75 | 11.10 | 35.83 | 5.06 | 2.16 |
| Yield(%) | 0.00 | 0.58 | 0.70 | 0.57 | 1.45 | 0.97 | 0.73 | … | … | 0.00 | 0.60 | 0.50 | 0.88 | 0.35 | 0.56 | 0.27 | 1.02 | 3.77 | 4.79 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| OAYLX (OAKMARK SELECT FUND ADVISOR CLASS) |
-9.95%
Mar 2017 – Mar 2020 |
1.96%
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 |
|---|---|---|---|---|
| OAYLX (OAKMARK SELECT FUND ADVISOR CLASS) |
23.91%
Dec 2018 – Dec 2021 |
22.52%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart