Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/20/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| OAKGX (OAKMARK GLOBAL FUND INVESTOR CLASS) | 8.95% | 8.37% | 5.38% | 7.58% | 11.35% | 4.83% | 7.63% | 6.74% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAKGX (OAKMARK GLOBAL FUND INVESTOR CLASS) | 08/17/1999 | 05/20/2025 |
The return data shown below all have the same latest date: 05/20/2025.
AR inception is since 08/17/1999.
AR inception is since 08/17/1999.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 5.38 | 7.58 | 11.35 | 4.83 | 7.63 | 6.74 | 8.95 | 8.37 | 2.53 | 14.18 | -16.86 | 9.57 | 9.00 | 29.70 | -19.02 | 27.08 | 4.65 | -4.38 | 3.91 | 34.14 | 20.16 | -11.65 | 15.74 | 40.18 | -38.83 | 7.20 | 24.18 | 13.23 | 15.63 | 48.98 | -2.11 | 17.24 | 13.44 | 2.16 |
| Sharpe Ratio | NA | -0.12 | 0.16 | 0.51 | 0.15 | NA | NA | 0.37 | 0.82 | -0.32 | 0.66 | -0.70 | 0.55 | 0.21 | 1.97 | -1.24 | 3.22 | 0.23 | -0.29 | 0.34 | 2.90 | 1.35 | -0.48 | 0.87 | 1.39 | -1.04 | 0.31 | 2.15 | 1.38 | 1.49 | 3.10 | -0.16 | 0.87 | 0.60 | 0.19 |
| Standard Deviation(%) | NA | 17.76 | 18.75 | 20.30 | 21.06 | NA | NA | 19.62 | 23.59 | 12.74 | 15.15 | 26.24 | 17.33 | 42.11 | 14.39 | 16.40 | 8.26 | 19.00 | 15.10 | 11.43 | 11.74 | 15.03 | 24.14 | 17.90 | 28.90 | 38.00 | 13.78 | 9.77 | 8.00 | 9.84 | 15.60 | 20.74 | 17.49 | 15.56 | 12.68 |
| Draw Down(%) | NA | 15.67 | 20.90 | 36.25 | 45.13 | NA | NA | 58.57 | 15.67 | 7.46 | 15.75 | 31.54 | 15.03 | 44.16 | 10.44 | 27.95 | 3.55 | 19.40 | 16.22 | 11.72 | 6.87 | 16.97 | 23.86 | 16.30 | 30.17 | 48.72 | 9.70 | 9.40 | 4.24 | 8.45 | 18.73 | 31.95 | 22.74 | 13.11 | 11.50 |
| Yield(%) | 0.00 | 1.14 | 1.28 | 1.41 | 3.16 | 4.83 | 5.12 | 9.45 | 0.00 | 1.21 | 1.83 | 0.62 | 1.07 | 0.18 | 4.64 | 10.43 | 8.77 | 1.14 | 2.68 | 6.99 | 5.39 | 1.84 | 0.00 | 0.45 | 0.95 | 3.03 | 12.12 | 16.10 | 5.69 | 2.43 | 0.41 | 0.00 | 0.00 | 0.00 | 0.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKGX (OAKMARK GLOBAL FUND INVESTOR CLASS) |
-14.25%
Feb 2006 - Feb 2009 |
-3.66%
Feb 2004 - Feb 2009 |
3.40%
Mar 2010 - Mar 2020 |
3.25%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKGX (OAKMARK GLOBAL FUND INVESTOR CLASS) |
32.58%
Mar 2003 - Mar 2006 |
25.32%
Sep 2002 - Sep 2007 |
13.45%
Feb 2009 - Feb 2019 |
12.37%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison Chart