Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAZMX (Oakmark Fund R6 Class) | -1.60% | 8.36% | 14.23% | 9.68% | 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 |
|---|---|---|
| OAZMX (Oakmark 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 (%) | 0.59 | 8.36 | 14.23 | 9.68 | NA | NA | NA | … | … | -1.60 | 14.45 | 16.33 | 31.29 | -13.16 | 34.59 | 2.15 |
| Sharpe Ratio | NA | 0.74 | 0.81 | 0.39 | NA | NA | NA | … | … | -0.29 | 0.63 | 0.99 | 1.69 | -0.56 | 2.10 | 7.91 |
| Standard Deviation(%) | NA | 13.18 | 15.25 | 18.32 | NA | NA | NA | … | … | 13.74 | 18.57 | 12.83 | 16.46 | 26.01 | 16.46 | 12.09 |
| Draw Down(%) | NA | 6.93 | 17.01 | 23.54 | NA | NA | NA | … | … | 6.93 | 17.01 | 7.08 | 12.37 | 23.54 | 8.08 | 1.09 |
| Yield(%) | 0.00 | 1.30 | 1.65 | 1.60 | 1.04 | 0.69 | 0.52 | … | … | 0.00 | 1.36 | 1.58 | 1.63 | 1.04 | 2.31 | 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 |
|---|---|---|---|---|
| OAZMX (Oakmark Fund R6 Class) |
8.89%
Jun 2021 – Jun 2024 |
9.91%
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 |
|---|---|---|---|---|
| OAZMX (Oakmark Fund R6 Class) |
22.52%
Sep 2022 – Sep 2025 |
15.64%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart