Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAYGX (OAKMARK GLOBAL FUND ADVISOR CLASS) | 2.90% | 15.98% | 10.80% | 4.10% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAYGX (OAKMARK GLOBAL FUND ADVISOR CLASS) | 12/01/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.24 | 15.98 | 10.80 | 4.10 | NA | NA | NA | … | … | 2.90 | 20.32 | 2.73 | 17.61 | -16.71 | 19.04 | 9.14 | 29.78 | -18.90 | 27.25 | 2.48 |
| Sharpe Ratio | NA | 0.96 | 0.51 | 0.10 | NA | NA | NA | … | … | 0.17 | 1.02 | -0.07 | 0.92 | -0.69 | 1.23 | 0.21 | 1.97 | -1.24 | 3.24 | 2.60 |
| Standard Deviation(%) | NA | 13.35 | 14.97 | 17.93 | NA | NA | NA | … | … | 14.73 | 17.49 | 12.78 | 15.32 | 26.24 | 15.43 | 42.06 | 14.40 | 16.42 | 8.25 | 13.76 |
| Draw Down(%) | NA | 11.55 | 15.72 | 31.47 | NA | NA | NA | … | … | 11.55 | 15.66 | 7.42 | 15.72 | 31.47 | 8.45 | 44.15 | 10.41 | 27.83 | 3.51 | 1.96 |
| Yield(%) | 0.00 | 1.46 | 2.55 | 3.07 | 4.85 | 3.23 | 2.42 | … | … | 0.00 | 1.59 | 1.42 | 5.07 | 0.79 | 10.42 | 0.31 | 4.80 | 10.54 | 8.97 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAYGX (OAKMARK GLOBAL FUND ADVISOR CLASS) |
-6.76%
Mar 2017 – Mar 2020 |
0.34%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAYGX (OAKMARK GLOBAL FUND ADVISOR CLASS) |
22.50%
Mar 2020 – Mar 2023 |
15.96%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart