Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAZWX (Oakmark Global Select Fund R6 Class) | -5.32% | 0.72% | 8.97% | 2.59% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAZWX (Oakmark Global Select Fund R6 Class) | 12/18/2020 | 06/11/2026 |
| 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 (%) | -1.78 | 0.72 | 8.97 | 2.59 | NA | NA | NA | … | … | -5.32 | 21.07 | 5.00 | 23.07 | -22.28 | 19.64 | 1.55 |
| Sharpe Ratio | NA | 0.08 | 0.48 | 0.01 | NA | NA | NA | … | … | -0.88 | 1.20 | 0.12 | 1.38 | -0.94 | 1.39 | 4.73 |
| Standard Deviation(%) | NA | 12.62 | 13.46 | 16.70 | NA | NA | NA | … | … | 14.12 | 15.20 | 11.66 | 14.15 | 25.31 | 14.06 | 13.17 |
| Draw Down(%) | NA | 14.21 | 14.21 | 33.64 | NA | NA | NA | … | … | 14.21 | 12.46 | 6.10 | 12.99 | 32.62 | 8.77 | 1.16 |
| Yield(%) | 0.00 | 1.81 | 1.70 | 2.70 | 1.66 | 1.11 | 0.83 | … | … | 0.00 | 2.06 | 1.53 | 1.35 | 0.53 | 11.00 | 0.00 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| OAZWX (Oakmark Global Select Fund R6 Class) |
-1.12%
May 2021 – May 2024 |
2.85%
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 |
|---|---|---|---|---|
| OAZWX (Oakmark Global Select Fund R6 Class) |
19.72%
Sep 2022 – Sep 2025 |
8.77%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart