Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) | 0.89% | 12.60% | 9.92% | 3.13% | 6.60% | 5.15% | 4.97% | … | … |
Data as of 06/04/2026, Common starting date is 12/15/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) | 12/15/1992 | 06/04/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 12.60 | 9.92 | 3.13 | 6.60 | 5.15 | 4.97 | … | … | 0.89 | 32.40 | -4.61 | 18.86 | -15.72 | 9.04 | 4.92 | 24.24 | -26.97 | 27.55 | 7.90 | -6.42 | -9.47 | 27.88 | 29.23 | -14.07 | 16.22 | 56.29 | -41.22 | -0.90 | 30.65 | 14.12 | 19.09 | 38.04 | -8.46 | -5.13 | 12.50 | 39.47 | -6.90 | 3.21 | 28.02 | 8.31 | -9.06 | 53.58 | 1.24 |
| Sharpe Ratio | NA | 0.76 | 0.43 | 0.05 | 0.23 | NA | NA | … | … | 0.04 | 1.70 | -0.57 | 0.95 | -0.61 | 0.56 | 0.11 | 1.50 | -1.72 | 2.94 | 0.35 | -0.40 | -0.88 | 2.18 | 1.64 | -0.53 | 0.85 | 1.82 | -1.01 | -0.27 | 2.38 | 1.41 | 1.63 | 2.56 | -0.52 | -0.48 | 0.73 | 3.05 | -0.63 | -0.04 | 3.17 | 0.45 | -1.17 | 5.88 | 2.92 |
| Standard Deviation(%) | NA | 14.65 | 16.15 | 19.11 | 21.62 | NA | NA | … | … | 17.16 | 17.73 | 14.41 | 16.19 | 28.03 | 16.04 | 43.03 | 15.13 | 16.58 | 9.17 | 21.73 | 16.17 | 10.80 | 12.75 | 17.94 | 26.41 | 19.03 | 30.89 | 41.84 | 15.19 | 11.52 | 8.43 | 11.13 | 14.60 | 18.35 | 16.21 | 11.40 | 11.85 | 16.47 | 11.47 | 7.63 | 9.70 | 10.34 | 8.71 | 10.32 |
| Draw Down(%) | NA | 14.35 | 18.72 | 38.00 | 55.23 | NA | NA | … | … | 14.35 | 17.00 | 11.74 | 18.72 | 35.62 | 14.02 | 46.78 | 13.74 | 34.76 | 3.03 | 16.53 | 19.26 | 14.15 | 9.23 | 19.25 | 27.13 | 15.74 | 27.23 | 52.12 | 13.51 | 11.27 | 5.46 | 8.88 | 19.43 | 31.53 | 24.98 | 9.48 | 8.83 | 33.28 | 16.37 | 5.83 | 11.91 | 17.22 | 3.23 | 1.71 |
| Yield(%) | 0.00 | 2.02 | 2.17 | 1.76 | 2.16 | 2.14 | 3.20 | … | … | 0.00 | 2.41 | 2.31 | 2.12 | 2.43 | 1.33 | 0.34 | 2.24 | 1.53 | 1.69 | 1.62 | 2.13 | 1.94 | 2.04 | 2.59 | 0.65 | 0.93 | 1.04 | 7.12 | 17.30 | 16.98 | 7.53 | 1.76 | 0.82 | 0.86 | 1.07 | 6.79 | 4.43 | 7.90 | 22.07 | 1.29 | 8.42 | 7.13 | 2.32 | 2.52 |
Data as of 06/04/2026, Common starting date is 12/15/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) |
-16.57%
Feb 2006 – Feb 2009 |
-7.45%
Mar 2015 – Mar 2020 |
0.22%
Mar 2010 – Mar 2020 |
1.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) |
32.78%
Mar 2003 – Mar 2006 |
26.28%
Feb 2009 – Feb 2014 |
13.14%
Mar 2003 – Mar 2013 |
12.11%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart