OAZIX
Oakmark International Fund R6 Class
Mutual fund
$32.77+0.21 (+0.64%)Close Oct 2, 2026
Dec 17, 2020 – Oct 2, 2026, Dividends reinvested
- Final balance
- $14,133
- CAGR
- +6.16%
- Max drawdown
- −37.75%
- Sharpe ratio
- 0.41
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.34%
- 3M
- −2.00%
- 6M
- +8.29%
- YTD
- +1.17%
- 1Y
- +4.72%
- 3Y
- +12.54%
- 5Y
- +5.40%
- Since 2020
- +6.16%
Metrics
Since 2020| Volatility | 18.71% |
|---|---|
| Sortino ratio | 0.60 |
| Calmar ratio | 0.16 |
| Best year, 2025 | +32.77% |
| Worst year, 2022 | −15.47% |
| Positive years | 3 of 5 |
| Longest drawdown | 3.7 years |
Worst drawdowns
Since 2020| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −37.7% | 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 |
| −7.0% | Oct 2025 | Nov 2025 | Dec 2025 | 1 month |
Annual returns
2020 from Dec 17 · 2026 through Oct 2