Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OARGX (OAKMARK GLOBAL FUND SERVICE CLASS) | NA | 27.77% | 20.62% | 12.61% | 11.99% | 7.05% | 9.91% | 10.17% |
Data as of 12/17/2021, AR inception is 11/14/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OARGX (OAKMARK GLOBAL FUND SERVICE CLASS) | 11/14/2001 | 12/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.88 | 27.77 | 20.62 | 12.61 | 11.99 | 7.05 | 9.91 | 10.17 | 4.68 | 8.79 | 29.33 | -19.22 | 26.79 | 4.32 | -4.76 | 3.29 | 33.67 | 19.86 | -12.05 | 15.26 | 39.85 | -38.99 | 6.88 | 23.67 | 12.87 | 15.34 | 48.43 | -2.49 | 7.40 |
| Sharpe Ratio | NA | 0.22 | 0.43 | 0.31 | 0.46 | NA | NA | 0.41 | 0.19 | 0.20 | 1.93 | -1.25 | 3.19 | 0.22 | -0.32 | 0.29 | 2.87 | 1.33 | -0.50 | 0.85 | 1.38 | -1.05 | 0.29 | 2.09 | 1.34 | 1.46 | 3.02 | -0.17 | 5.78 |
| Standard Deviation(%) | NA | 25.77 | 29.66 | 24.32 | 20.11 | NA | NA | 20.41 | 26.10 | 41.76 | 14.48 | 16.42 | 8.23 | 18.92 | 15.12 | 11.39 | 11.74 | 15.04 | 24.16 | 17.90 | 28.89 | 37.99 | 13.50 | 9.81 | 7.98 | 9.87 | 15.78 | 20.74 | 13.39 |
| Draw Down(%) | NA | 17.17 | 44.19 | 45.45 | 45.45 | NA | NA | 58.70 | 17.17 | 44.19 | 10.51 | 28.09 | 3.54 | 19.40 | 16.36 | 11.79 | 6.92 | 17.05 | 23.99 | 16.34 | 30.20 | 48.79 | 9.73 | 9.45 | 4.25 | 8.48 | 18.75 | 32.03 | 2.67 |
| Yield(%) | 17.16 | 20.32 | 10.48 | 9.46 | 9.26 | 5.68 | 10.28 | 10.79 | 20.37 | 0.08 | 4.50 | 10.33 | 8.70 | 0.83 | 2.30 | 6.77 | 5.12 | 1.50 | 0.00 | 0.02 | 0.67 | 2.71 | 12.18 | 15.86 | 5.53 | 2.30 | 0.40 | 0.00 | 0.02 |
Data as of 12/17/2021, AR inception is 11/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OARGX (OAKMARK GLOBAL FUND SERVICE CLASS) |
-14.51%
Feb 2006 - Feb 2009 |
-3.93%
Feb 2004 - Feb 2009 |
3.03%
Mar 2010 - Mar 2020 |
4.07%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OARGX (OAKMARK GLOBAL FUND SERVICE CLASS) |
32.23%
Mar 2003 - Mar 2006 |
24.93%
Sep 2002 - Sep 2007 |
13.05%
Feb 2009 - Feb 2019 |
11.56%
Feb 2003 - Feb 2018 |
Annualized Rolling Returns Comparison Chart