Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAZIX (Oakmark International Fund R6 Class) | 1.05% | 12.96% | 10.26% | 3.45% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAZIX (Oakmark International Fund R6 Class) | 12/18/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 12.96 | 10.26 | 3.45 | NA | NA | NA | … | … | 1.05 | 32.77 | -4.31 | 19.24 | -15.47 | 9.38 | 0.27 |
| Sharpe Ratio | NA | 0.78 | 0.45 | 0.07 | NA | NA | NA | … | … | 0.05 | 1.70 | -0.55 | 0.96 | -0.61 | 0.58 | 0.46 |
| Standard Deviation(%) | NA | 14.64 | 16.22 | 19.14 | NA | NA | NA | … | … | 17.16 | 17.65 | 14.39 | 16.38 | 28.02 | 16.03 | 19.15 |
| Draw Down(%) | NA | 14.34 | 18.63 | 37.75 | NA | NA | NA | … | … | 14.34 | 17.00 | 11.68 | 18.63 | 35.48 | 13.88 | 2.23 |
| Yield(%) | 0.00 | 2.38 | 2.54 | 2.06 | 1.23 | 0.82 | 0.62 | … | … | 0.00 | 2.85 | 2.67 | 2.49 | 2.75 | 1.65 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAZIX (Oakmark International Fund R6 Class) |
-2.44%
Jun 2021 – Jun 2024 |
3.75%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAZIX (Oakmark International Fund R6 Class) |
21.07%
Sep 2022 – Sep 2025 |
7.84%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart