Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAYIX (OAKMARK INTERNATIONAL FUND ADVISOR CLASS) | 0.99% | 12.80% | 10.12% | 3.32% | 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 |
|---|---|---|
| OAYIX (OAKMARK INTERNATIONAL 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 (%) | -0.24 | 12.80 | 10.12 | 3.32 | NA | NA | NA | … | … | 0.99 | 29.91 | -4.46 | 19.08 | -15.55 | 9.23 | 5.01 | 24.33 | -23.35 | 29.93 | 2.81 |
| Sharpe Ratio | NA | 0.77 | 0.45 | 0.06 | NA | NA | NA | … | … | 0.05 | 1.55 | -0.77 | 0.93 | -0.61 | 0.57 | 0.11 | 1.52 | -1.55 | 3.31 | 2.84 |
| Standard Deviation(%) | NA | 14.63 | 16.13 | 19.09 | NA | NA | NA | … | … | 17.11 | 17.73 | 14.37 | 16.17 | 28.01 | 16.05 | 42.96 | 15.11 | 16.00 | 8.89 | 14.59 |
| Draw Down(%) | NA | 14.33 | 18.68 | 37.85 | NA | NA | NA | … | … | 14.33 | 17.00 | 11.72 | 18.68 | 35.53 | 13.93 | 46.73 | 13.75 | 31.50 | 2.77 | 2.34 |
| Yield(%) | 0.00 | 2.23 | 2.39 | 1.93 | 2.73 | 1.82 | 1.37 | … | … | 0.00 | 2.67 | 2.52 | 2.34 | 2.64 | 1.46 | 0.50 | 2.38 | 5.32 | 4.00 | 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 |
|---|---|---|---|---|
| OAYIX (OAKMARK INTERNATIONAL FUND ADVISOR CLASS) |
-11.20%
Mar 2017 – Mar 2020 |
-5.12%
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 |
|---|---|---|---|---|
| OAYIX (OAKMARK INTERNATIONAL FUND ADVISOR CLASS) |
21.26%
Mar 2020 – Mar 2023 |
13.96%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart