OANIX
Oakmark International Fund Institutional Class
Mutual fund
$32.75+0.21 (+0.65%)Close Oct 2, 2026
Nov 30, 2016 – Oct 2, 2026, Dividends reinvested
- Final balance
- $19,049
- CAGR
- +6.77%
- Max drawdown
- −52.85%
- Sharpe ratio
- 0.42
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.37%
- 3M
- −2.03%
- 6M
- +8.26%
- YTD
- +1.11%
- 1Y
- +4.66%
- 3Y
- +12.47%
- 5Y
- +5.34%
- Since 2016
- +6.77%
Metrics
Since 2016| Volatility | 21.07% |
|---|---|
| Sortino ratio | 0.59 |
| Calmar ratio | 0.13 |
| Best year, 2025 | +32.74% |
| Worst year, 2018 | −23.31% |
| Positive years | 6 of 9 |
| Longest drawdown | 3.7 years |
Worst drawdowns
Since 2016| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.8% | Jan 2018 | Mar 2020 | Feb 2021 | 3.1 years |
| −37.8% | Jun 2021 | Sep 2022 | Mar 2025 | 3.7 years |
| −17.0% | Mar 2025 | Apr 2025 | May 2025 | 2 months |
| −14.3% | Feb 2026 | Mar 2026 | Jul 2026 | 6 months |
| −8.2% | Aug 2026 | Oct 2026 | Not yet | 2 months so far |
Annual returns
2016 from Nov 30 · 2026 through Oct 2