Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAYMX (OAKMARK FUND ADVISOR CLASS) | -0.70% | 12.26% | 15.44% | 9.59% | 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 |
|---|---|---|
| OAYMX (OAKMARK 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 (%) | 0.19 | 12.26 | 15.44 | 9.59 | NA | NA | NA | … | … | -0.70 | 14.19 | 16.24 | 31.18 | -13.19 | 34.49 | 13.02 | 27.25 | -12.66 | 21.30 | 1.55 |
| Sharpe Ratio | NA | 0.73 | 0.80 | 0.38 | NA | NA | NA | … | … | -0.30 | 0.62 | 0.98 | 1.70 | -0.56 | 2.09 | 0.31 | 1.64 | -0.79 | 2.53 | 2.07 |
| Standard Deviation(%) | NA | 13.17 | 15.21 | 18.29 | NA | NA | NA | … | … | 13.74 | 18.64 | 12.83 | 16.33 | 26.01 | 16.48 | 40.79 | 15.67 | 17.81 | 8.20 | 10.19 |
| Draw Down(%) | NA | 6.94 | 17.02 | 23.55 | NA | NA | NA | … | … | 6.94 | 17.02 | 7.08 | 12.38 | 23.55 | 8.09 | 41.43 | 10.01 | 24.38 | 3.74 | 1.76 |
| Yield(%) | 0.00 | 1.26 | 1.59 | 1.50 | 3.48 | 2.32 | 1.74 | … | … | 0.00 | 1.27 | 1.49 | 1.54 | 0.98 | 2.21 | 0.30 | 9.80 | 6.69 | 4.86 | 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 |
|---|---|---|---|---|
| OAYMX (OAKMARK FUND ADVISOR CLASS) |
-3.42%
Mar 2017 – Mar 2020 |
7.10%
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 |
|---|---|---|---|---|
| OAYMX (OAKMARK FUND ADVISOR CLASS) |
27.04%
Mar 2020 – Mar 2023 |
23.94%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart