OAKMX
Oakmark Fund Investor Class
Mutual fund
$178.46−0.47 (−0.26%)Close Oct 2, 2026
Aug 5, 1991 – Oct 2, 2026, Dividends reinvested
- Final balance
- $666,536
- CAGR
- +12.69%
- Max drawdown
- −56.19%
- Sharpe ratio
- 0.76
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −6.63%
- 3M
- +0.80%
- 6M
- +6.54%
- YTD
- +3.72%
- 1Y
- +9.04%
- 3Y
- +16.17%
- 5Y
- +9.93%
- 10Y
- +13.12%
- 15Y
- +14.29%
- 20Y
- +10.79%
- 25Y
- +10.07%
- 30Y
- +9.97%
- Since 1991
- +12.69%
Metrics
Since 1991| Volatility | 17.92% |
|---|---|
| Sortino ratio | 1.08 |
| Calmar ratio | 0.23 |
| Best year, 1992 | +48.88% |
| Worst year, 2008 | −32.68% |
| Positive years | 26 of 34 |
| Longest drawdown | 3.6 years |
Worst drawdowns
Since 1991| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −56.2% | Jun 2007 | Mar 2009 | Jan 2011 | 3.6 years |
| −41.4% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −37.2% | Jul 1999 | Mar 2000 | Mar 2001 | 1.6 years |
| −30.5% | Mar 2002 | Oct 2002 | Dec 2003 | 1.8 years |
| −24.5% | Jan 2018 | Dec 2018 | Dec 2019 | 1.9 years |
Annual returns
1991 from Aug 5 · 2026 through Oct 2