Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OAKCX (Harris Associates Investment Trust - Oakmark Bond Fund) | 3.81% | 4.34% | 3.32% | NA | NA | NA | NA | 1.14% |
Data as of 07/30/2025, AR inception is 01/28/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAKCX (Harris Associates Investment Trust - Oakmark Bond Fund) | 01/28/2022 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.34 | 3.32 | NA | NA | NA | NA | 1.14 | 3.81 | 3.25 | 6.67 | -9.51 |
| Sharpe Ratio | NA | 0.43 | 0.06 | NA | NA | NA | NA | -0.33 | 0.87 | -0.07 | 0.48 | -1.83 |
| Standard Deviation(%) | NA | 4.86 | 5.74 | NA | NA | NA | NA | 5.81 | 4.91 | 5.08 | 6.28 | 6.45 |
| Draw Down(%) | NA | 4.23 | 7.43 | NA | NA | NA | NA | 13.15 | 2.80 | 3.51 | 6.80 | 13.15 |
| Yield(%) | 0.00 | 4.53 | 4.03 | 2.48 | 1.24 | 0.83 | 0.62 | 4.13 | 1.95 | 4.65 | 4.38 | 2.66 |
Data as of 07/30/2025, AR inception is 01/28/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKCX (Harris Associates Investment Trust - Oakmark Bond Fund) |
1.17%
Feb 2022 - Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKCX (Harris Associates Investment Trust - Oakmark Bond Fund) |
4.49%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart