OANMX
Oakmark Fund Institutional Class
Mutual fund
$178.72−0.47 (−0.26%)Close Oct 2, 2026
Nov 30, 2016 – Oct 2, 2026, Dividends reinvested
- Final balance
- $32,856
- CAGR
- +12.85%
- Max drawdown
- −41.42%
- Sharpe ratio
- 0.70
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −6.62%
- 3M
- +0.86%
- 6M
- +6.66%
- YTD
- +3.89%
- 1Y
- +9.29%
- 3Y
- +16.44%
- 5Y
- +10.18%
- Since 2016
- +12.85%
Metrics
Since 2016| Volatility | 20.47% |
|---|---|
| Sortino ratio | 0.98 |
| Calmar ratio | 0.31 |
| Best year, 2021 | +34.54% |
| Worst year, 2022 | −13.18% |
| Positive years | 7 of 9 |
| Longest drawdown | 1.8 years |
Worst drawdowns
Since 2016| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −41.4% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −24.3% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
| −23.6% | Jan 2022 | Sep 2022 | Jul 2023 | 1.5 years |
| −17.0% | Jan 2025 | Apr 2025 | Jul 2025 | 5 months |
| −11.7% | Aug 2023 | Oct 2023 | Dec 2023 | 4 months |
Annual returns
2016 from Nov 30 · 2026 through Oct 2