Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| OAKMX (OAKMARK FUND INVESTOR CLASS) | 11.62% | 3.37% | 10.64% | 16.46% | 20.63% | 11.69% | 13.19% | 10.51% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAKMX (OAKMARK FUND INVESTOR CLASS) | 10/30/1992 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 10/30/1992.
AR inception is since 10/30/1992.
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 10.64 | 16.46 | 20.63 | 11.69 | 13.19 | 10.51 | 11.62 | 3.37 | 16.02 | 30.92 | -13.38 | 32.93 | 12.90 | 27.14 | -12.76 | 21.12 | 18.32 | -3.97 | 11.68 | 37.29 | 20.94 | 1.82 | 12.19 | 44.75 | -32.70 | -3.64 | 18.32 | -1.31 | 11.73 | 25.30 | -14.40 | 18.29 | 11.83 | -10.55 | 3.90 | 32.53 | 16.12 | 34.42 | 3.32 | 30.50 | 13.30 |
| Sharpe Ratio | NA | 0.22 | 0.60 | 0.94 | 0.48 | NA | NA | 0.53 | 0.28 | 0.73 | 1.65 | -0.57 | 2.00 | 0.31 | 1.64 | -0.79 | 2.51 | 1.10 | -0.25 | 1.02 | 3.25 | 1.53 | 0.08 | 0.69 | 1.48 | -0.85 | -0.45 | 1.60 | -0.37 | 1.17 | 1.66 | -0.72 | 0.99 | 0.44 | -0.97 | 0.03 | 2.03 | 1.23 | 4.48 | 0.04 | 3.20 | 15.17 |
| Standard Deviation(%) | NA | 18.92 | 19.52 | 20.18 | 20.91 | NA | NA | 18.33 | 25.44 | 12.83 | 16.33 | 26.02 | 16.47 | 40.79 | 15.66 | 17.80 | 8.21 | 16.43 | 15.88 | 11.43 | 11.46 | 13.74 | 23.13 | 17.62 | 30.23 | 39.31 | 14.91 | 9.45 | 9.31 | 9.25 | 14.86 | 21.51 | 16.42 | 17.47 | 14.23 | 16.77 | 14.21 | 10.17 | 6.82 | 8.55 | 8.84 | 7.21 |
| Draw Down(%) | NA | 17.05 | 17.05 | 24.09 | 41.43 | NA | NA | 56.21 | 17.05 | 7.10 | 12.40 | 23.68 | 8.10 | 41.43 | 10.00 | 24.45 | 3.76 | 13.73 | 13.25 | 8.30 | 5.08 | 11.20 | 18.81 | 16.24 | 30.28 | 45.96 | 13.12 | 6.84 | 7.80 | 5.58 | 13.11 | 30.49 | 16.38 | 21.07 | 23.50 | 20.32 | 8.47 | 8.69 | 2.70 | 8.21 | 4.84 | 1.05 |
| Yield(%) | 0.00 | 1.18 | 1.29 | 1.49 | 3.38 | 5.79 | 5.08 | 11.37 | 0.00 | 1.28 | 1.31 | 0.78 | 0.70 | 0.19 | 9.67 | 6.52 | 4.68 | 3.01 | 1.36 | 7.21 | 5.87 | 4.43 | 0.84 | 0.67 | 0.87 | 3.62 | 8.66 | 5.88 | 0.84 | 0.45 | 0.46 | 0.32 | 0.67 | 1.46 | 14.00 | 14.99 | 7.41 | 7.37 | 4.92 | 7.16 | 5.23 | 1.46 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKMX (OAKMARK FUND INVESTOR CLASS) |
-15.13%
Feb 2006 - Feb 2009 |
-7.82%
Feb 2004 - Feb 2009 |
-1.16%
Feb 1999 - Feb 2009 |
4.53%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKMX (OAKMARK FUND INVESTOR CLASS) |
31.15%
Feb 2009 - Feb 2012 |
27.75%
Feb 2009 - Feb 2014 |
17.81%
Feb 2009 - Feb 2019 |
16.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart