Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAZEX (Oakmark International Small Cap Fund R6 Class) | -3.25% | 1.60% | 9.92% | 4.01% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAZEX (Oakmark International Small Cap Fund R6 Class) | 12/18/2020 | 06/10/2026 |
| 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 (%) | -2.67 | 1.60 | 9.92 | 4.01 | NA | NA | NA | … | … | -3.25 | 29.89 | -2.77 | 19.93 | -14.25 | 19.39 | 1.02 |
| Sharpe Ratio | NA | 0.12 | 0.50 | 0.09 | NA | NA | NA | … | … | -0.41 | 1.66 | -0.47 | 1.07 | -0.61 | 1.41 | 2.73 |
| Standard Deviation(%) | NA | 14.93 | 15.37 | 17.72 | NA | NA | NA | … | … | 17.32 | 16.33 | 13.52 | 15.40 | 25.66 | 13.70 | 13.76 |
| Draw Down(%) | NA | 17.16 | 17.16 | 37.57 | NA | NA | NA | … | … | 17.16 | 14.62 | 12.14 | 15.75 | 35.08 | 11.35 | 1.50 |
| Yield(%) | 0.00 | 5.52 | 5.15 | 3.43 | 2.13 | 1.42 | 1.07 | … | … | 0.00 | 6.84 | 6.25 | 2.46 | 1.85 | 2.23 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| OAZEX (Oakmark International Small Cap Fund R6 Class) |
-0.13%
Jun 2021 – Jun 2024 |
4.97%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAZEX (Oakmark International Small Cap Fund R6 Class) |
23.99%
Sep 2022 – Sep 2025 |
9.31%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart