Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OARLX (OAKMARK SELECT FUND SERVICE CLASS) | NA | 31.38% | 22.07% | 9.37% | 13.35% | 8.00% | 8.14% | … | … |
Data as of 12/17/2021, Common starting date is 01/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OARLX (OAKMARK SELECT FUND SERVICE CLASS) | 01/05/1999 | 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 (%) | -1.65 | 31.38 | 22.07 | 9.37 | 13.35 | 8.00 | 8.14 | … | … | 29.33 | 10.50 | 27.40 | -25.04 | 15.39 | 14.96 | -3.94 | 15.12 | 36.22 | 21.39 | 1.82 | 12.83 | 52.48 | -36.37 | -14.35 | 13.16 | 4.58 | 9.49 | 28.66 | -12.73 | 25.61 | 17.43 | 13.05 |
| Sharpe Ratio | NA | 1.83 | 0.77 | 0.36 | 0.64 | NA | NA | … | … | 1.82 | 0.25 | 1.53 | -1.32 | 1.45 | 0.80 | -0.23 | 1.18 | 2.88 | 1.39 | 0.07 | 0.65 | 1.75 | -0.86 | -0.98 | 0.95 | 0.25 | 0.78 | 1.76 | -0.62 | 1.53 | 0.65 | 0.67 |
| Standard Deviation(%) | NA | 16.58 | 27.66 | 23.50 | 19.90 | NA | NA | … | … | 16.74 | 41.12 | 16.96 | 20.01 | 10.20 | 18.36 | 17.02 | 12.75 | 12.56 | 15.47 | 25.08 | 19.48 | 29.94 | 43.11 | 17.77 | 10.46 | 9.75 | 10.95 | 15.92 | 22.27 | 15.51 | 20.49 | 14.81 |
| Draw Down(%) | NA | 7.81 | 43.79 | 48.67 | 48.67 | NA | NA | … | … | 7.81 | 43.79 | 11.15 | 36.06 | 5.11 | 18.59 | 14.97 | 8.62 | 5.55 | 12.78 | 20.05 | 16.00 | 25.95 | 51.66 | 21.89 | 8.28 | 7.93 | 9.16 | 11.03 | 29.67 | 12.61 | 9.40 | 14.33 |
| Yield(%) | 0.72 | 0.96 | 0.56 | 1.90 | 6.25 | 4.01 | 4.95 | … | … | 0.97 | 0.22 | 0.07 | 3.51 | 4.35 | 5.11 | 0.00 | 13.62 | 6.83 | 10.57 | 0.00 | 0.00 | 0.33 | 0.79 | 9.64 | 11.41 | 6.05 | 0.49 | 0.14 | 0.00 | 0.00 | 0.00 | 19.77 |
Data as of 12/17/2021, Common starting date is 01/05/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OARLX (OAKMARK SELECT FUND SERVICE CLASS) |
-20.11%
Feb 2006 – Feb 2009 |
-10.67%
Feb 2004 – Feb 2009 |
0.60%
Feb 1999 – Feb 2009 |
3.85%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OARLX (OAKMARK SELECT FUND SERVICE CLASS) |
32.93%
Feb 2009 – Feb 2012 |
28.95%
Feb 2009 – Feb 2014 |
15.89%
Feb 2009 – Feb 2019 |
9.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart