OAKIX
Oakmark International Fund Investor Class
Mutual fund
$32.80+0.20 (+0.61%)Close Oct 2, 2026
Sep 30, 1992 – Oct 2, 2026, Dividends reinvested
- Final balance
- $168,016
- CAGR
- +8.65%
- Max drawdown
- −60.83%
- Sharpe ratio
- 0.54
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.39%
- 3M
- −2.09%
- 6M
- +8.11%
- YTD
- +0.92%
- 1Y
- +4.40%
- 3Y
- +12.20%
- 5Y
- +5.08%
- 10Y
- +6.73%
- 15Y
- +7.75%
- 20Y
- +5.53%
- 25Y
- +8.15%
- 30Y
- +7.62%
- Since 1992
- +8.65%
Metrics
Since 1992| Volatility | 18.65% |
|---|---|
| Sortino ratio | 0.75 |
| Calmar ratio | 0.14 |
| Best year, 2009 | +56.29% |
| Worst year, 2008 | −41.22% |
| Positive years | 21 of 33 |
| Longest drawdown | 3.7 years |
Worst drawdowns
Since 1992| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −60.8% | Jul 2007 | Mar 2009 | Feb 2011 | 3.6 years |
| −53.1% | Jan 2018 | Mar 2020 | Feb 2021 | 3.1 years |
| −38.0% | Jun 2021 | Sep 2022 | Mar 2025 | 3.7 years |
| −34.4% | May 2002 | Mar 2003 | Nov 2003 | 1.5 years |
| −33.9% | Oct 1997 | Oct 1998 | Apr 1999 | 1.5 years |
Annual returns
1992 from Sep 30 · 2026 through Oct 2