Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OARMX (OAKMARK FUND SERVICE CLASS) | NA | 33.29% | 22.53% | 14.26% | 15.58% | 10.25% | 9.50% | … | … |
Data as of 12/17/2021, Common starting date is 06/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OARMX (OAKMARK FUND SERVICE CLASS) | 06/26/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.24 | 33.29 | 22.53 | 14.26 | 15.58 | 10.25 | 9.50 | … | … | 28.61 | 12.58 | 26.65 | -12.97 | 20.82 | 17.95 | -4.26 | 11.14 | 36.92 | 20.64 | 1.45 | 11.81 | 44.54 | -32.82 | -4.01 | 17.82 | -1.56 | 11.40 | 24.79 | -14.84 | 17.54 | 16.87 |
| Sharpe Ratio | NA | 1.85 | 0.78 | 0.58 | 0.79 | NA | NA | … | … | 1.78 | 0.30 | 1.61 | -0.80 | 2.47 | 1.08 | -0.27 | 0.97 | 3.22 | 1.51 | 0.06 | 0.67 | 1.47 | -0.85 | -0.47 | 1.54 | -0.40 | 1.13 | 1.62 | -0.74 | 0.94 | 2.22 |
| Standard Deviation(%) | NA | 16.61 | 27.06 | 22.57 | 18.78 | NA | NA | … | … | 16.78 | 40.52 | 15.64 | 17.81 | 8.20 | 16.29 | 15.88 | 11.41 | 11.44 | 13.74 | 23.11 | 17.60 | 30.20 | 39.36 | 14.92 | 9.46 | 9.30 | 9.25 | 14.86 | 21.45 | 16.43 | 14.01 |
| Draw Down(%) | NA | 8.10 | 41.45 | 41.45 | 41.45 | NA | NA | … | … | 8.10 | 41.45 | 10.04 | 24.63 | 3.78 | 13.77 | 13.35 | 8.33 | 5.09 | 11.24 | 18.99 | 16.30 | 30.24 | 46.05 | 13.29 | 6.93 | 7.85 | 5.73 | 13.16 | 30.57 | 16.40 | 6.63 |
| Yield(%) | 1.93 | 2.61 | 4.19 | 4.72 | 7.13 | 4.97 | 5.39 | … | … | 2.61 | 0.00 | 9.32 | 6.22 | 4.40 | 2.60 | 1.02 | 6.99 | 5.66 | 4.21 | 0.53 | 0.37 | 0.60 | 3.14 | 8.19 | 5.47 | 0.55 | 0.19 | 0.16 | 0.00 | 0.00 | 0.00 |
Data as of 12/17/2021, Common starting date is 06/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OARMX (OAKMARK FUND SERVICE CLASS) |
-15.38%
Feb 2006 – Feb 2009 |
-8.09%
Feb 2004 – Feb 2009 |
3.40%
Aug 2001 – Aug 2011 |
6.04%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OARMX (OAKMARK FUND SERVICE CLASS) |
30.75%
Feb 2009 – Feb 2012 |
27.38%
Feb 2009 – Feb 2014 |
17.45%
Feb 2009 – Feb 2019 |
11.05%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart