Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAYWX (OAKMARK GLOBAL SELECT FUND ADVISOR CLASS) | -3.69% | 4.68% | 9.90% | 2.72% | 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 |
|---|---|---|
| OAYWX (OAKMARK GLOBAL SELECT 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 (%) | 0.72 | 4.68 | 9.90 | 2.72 | NA | NA | NA | … | … | -3.69 | 19.41 | 4.86 | 22.84 | -22.31 | 19.51 | 13.19 | 29.95 | -21.13 | 21.37 | 2.63 |
| Sharpe Ratio | NA | 0.13 | 0.51 | 0.01 | NA | NA | NA | … | … | -0.88 | 1.11 | 0.11 | 1.38 | -0.94 | 1.39 | 0.34 | 1.92 | -1.41 | 2.64 | 2.90 |
| Standard Deviation(%) | NA | 12.51 | 13.45 | 16.67 | NA | NA | NA | … | … | 14.19 | 15.24 | 11.66 | 14.01 | 25.32 | 14.04 | 38.43 | 14.81 | 16.05 | 7.87 | 13.21 |
| Draw Down(%) | NA | 14.25 | 14.25 | 33.70 | NA | NA | NA | … | … | 14.25 | 12.46 | 6.10 | 13.05 | 32.70 | 8.74 | 40.07 | 11.19 | 29.65 | 2.93 | 1.93 |
| Yield(%) | 0.00 | 1.72 | 1.57 | 2.57 | 3.32 | 2.21 | 1.66 | … | … | 0.00 | 1.92 | 1.39 | 1.20 | 0.41 | 10.87 | 0.12 | 1.67 | 4.12 | 6.43 | 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 |
|---|---|---|---|---|
| OAYWX (OAKMARK GLOBAL SELECT FUND ADVISOR CLASS) |
-6.60%
Mar 2017 – Mar 2020 |
-0.37%
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 |
|---|---|---|---|---|
| OAYWX (OAKMARK GLOBAL SELECT FUND ADVISOR CLASS) |
20.68%
Dec 2018 – Dec 2021 |
16.19%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart