OAZMX
Oakmark Fund R6 Class
Mutual fund
$178.84−0.47 (−0.26%)Close Oct 2, 2026
Dec 17, 2020 – Oct 2, 2026, Dividends reinvested
- Final balance
- $21,579
- CAGR
- +14.21%
- Max drawdown
- −23.54%
- Sharpe ratio
- 0.83
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −6.62%
- 3M
- +0.87%
- 6M
- +6.69%
- YTD
- +3.94%
- 1Y
- +9.35%
- 3Y
- +16.50%
- 5Y
- +10.23%
- Since 2020
- +14.21%
Metrics
Since 2020| Volatility | 17.97% |
|---|---|
| Sortino ratio | 1.22 |
| Calmar ratio | 0.60 |
| Best year, 2021 | +34.59% |
| Worst year, 2022 | −13.16% |
| Positive years | 4 of 5 |
| Longest drawdown | 1.5 years |
Worst drawdowns
Since 2020| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −23.5% | 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 |
| −8.1% | Sep 2026 | Sep 2026 | Not yet | 4 weeks so far |
| −8.1% | Nov 2021 | Dec 2021 | Jan 2022 | 2 months |
Annual returns
2020 from Dec 17 · 2026 through Oct 2