Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAZGX (Oakmark Global Fund R6 Class) | 1.41% | 14.25% | 9.64% | 3.44% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAZGX (Oakmark Global Fund R6 Class) | 12/18/2020 | 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 (%) | -0.63 | 14.25 | 9.64 | 3.44 | NA | NA | NA | … | … | 1.41 | 21.52 | 2.81 | 15.48 | -16.64 | 19.05 | 1.49 |
| Sharpe Ratio | NA | 0.86 | 0.43 | 0.05 | NA | NA | NA | … | … | 0.05 | 1.07 | -0.06 | 0.78 | -0.69 | 1.23 | 3.86 |
| Standard Deviation(%) | NA | 13.54 | 14.93 | 17.94 | NA | NA | NA | … | … | 14.81 | 17.44 | 12.79 | 15.28 | 26.25 | 15.43 | 15.40 |
| Draw Down(%) | NA | 11.53 | 15.69 | 31.43 | NA | NA | NA | … | … | 11.53 | 15.64 | 7.41 | 15.69 | 31.43 | 8.45 | 1.52 |
| Yield(%) | 0.00 | 1.53 | 2.01 | 2.82 | 1.76 | 1.17 | 0.88 | … | … | 0.00 | 1.66 | 1.49 | 3.14 | 0.84 | 10.50 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| OAZGX (Oakmark Global Fund R6 Class) |
-0.64%
Jun 2021 – Jun 2024 |
3.93%
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 |
|---|---|---|---|---|
| OAZGX (Oakmark Global Fund R6 Class) |
16.83%
Sep 2022 – Sep 2025 |
8.15%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart