Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAZBX (Oakmark Equity and Income Fund R6 Class) | 1.01% | 9.57% | 10.76% | 5.34% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAZBX (Oakmark Equity and Income Fund R6 Class) | 12/18/2020 | 06/09/2026 |
| 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 (%) | 0.10 | 9.57 | 10.76 | 5.34 | NA | NA | NA | … | … | 1.01 | 11.40 | 9.00 | 17.76 | -12.72 | 21.90 | 1.26 |
| Sharpe Ratio | NA | 0.86 | 0.79 | 0.22 | NA | NA | NA | … | … | -0.08 | 0.74 | 0.63 | 1.31 | -0.85 | 1.98 | 6.16 |
| Standard Deviation(%) | NA | 8.68 | 9.96 | 11.81 | NA | NA | NA | … | … | 9.20 | 11.57 | 8.49 | 10.83 | 16.67 | 11.03 | 7.81 |
| Draw Down(%) | NA | 6.84 | 10.81 | 20.25 | NA | NA | NA | … | … | 6.84 | 10.53 | 4.47 | 9.52 | 20.25 | 5.66 | 0.56 |
| Yield(%) | 0.00 | 2.65 | 3.10 | 3.55 | 2.13 | 1.42 | 1.07 | … | … | 0.61 | 2.67 | 2.50 | 2.95 | 1.50 | 9.95 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAZBX (Oakmark Equity and Income Fund R6 Class) |
3.00%
May 2021 – May 2024 |
5.35%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAZBX (Oakmark Equity and Income Fund R6 Class) |
14.06%
Sep 2022 – Sep 2025 |
8.77%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart