Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OARIX (OAKMARK INTERNATIONAL FUND SERVICE CLASS) | NA | 4.17% | 10.58% | 6.13% | 8.51% | 4.61% | 7.67% | … | … |
Data as of 12/17/2021, Common starting date is 01/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OARIX (OAKMARK INTERNATIONAL FUND SERVICE CLASS) | 01/04/1999 | 12/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.75 | 4.17 | 10.58 | 6.13 | 8.51 | 4.61 | 7.67 | … | … | 4.48 | 4.62 | 23.92 | -23.66 | 29.45 | 7.55 | -4.17 | -5.80 | 28.95 | 28.70 | -14.38 | 15.86 | 56.39 | -41.34 | -0.93 | 30.07 | 13.80 | 18.77 | 37.37 | -9.52 | -6.27 | 5.17 | 38.71 |
| Sharpe Ratio | NA | 0.26 | 0.36 | 0.23 | 0.40 | NA | NA | … | … | 0.29 | 0.10 | 1.48 | -1.57 | 3.25 | 0.34 | -0.27 | -0.54 | 2.27 | 1.61 | -0.55 | 0.83 | 1.82 | -1.01 | -0.27 | 2.32 | 1.37 | 1.60 | 2.51 | -0.59 | -0.55 | 0.07 | 3.00 |
| Standard Deviation(%) | NA | 16.04 | 27.71 | 22.95 | 19.92 | NA | NA | … | … | 16.00 | 42.62 | 15.12 | 15.99 | 8.89 | 21.74 | 15.83 | 10.67 | 12.74 | 17.94 | 26.38 | 19.03 | 30.85 | 41.83 | 15.18 | 11.54 | 8.43 | 11.15 | 14.58 | 18.17 | 16.13 | 13.24 | 11.83 |
| Draw Down(%) | NA | 13.62 | 46.78 | 53.31 | 53.31 | NA | NA | … | … | 13.62 | 46.78 | 13.85 | 31.76 | 2.80 | 16.57 | 19.37 | 14.32 | 9.26 | 19.30 | 27.24 | 15.81 | 27.04 | 52.28 | 13.66 | 11.35 | 5.48 | 8.93 | 19.55 | 31.58 | 25.05 | 10.90 | 8.83 |
| Yield(%) | 0.97 | 1.03 | 1.06 | 2.50 | 4.16 | 3.33 | 6.47 | … | … | 1.03 | 0.05 | 1.82 | 4.82 | 3.46 | 1.25 | 4.26 | 5.65 | 3.05 | 2.21 | 0.30 | 0.62 | 1.12 | 6.10 | 16.93 | 16.65 | 7.28 | 1.49 | 0.48 | 0.00 | 0.00 | 0.00 | 4.43 |
Data as of 12/17/2021, Common starting date is 01/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OARIX (OAKMARK INTERNATIONAL FUND SERVICE CLASS) |
-16.64%
Feb 2006 – Feb 2009 |
-6.02%
Mar 2015 – Mar 2020 |
1.37%
Mar 2010 – Mar 2020 |
3.16%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OARIX (OAKMARK INTERNATIONAL FUND SERVICE CLASS) |
32.33%
Mar 2003 – Mar 2006 |
26.12%
Feb 2009 – Feb 2014 |
12.91%
Feb 2009 – Feb 2019 |
11.41%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart