HCMAX vs. OAKMX

In the year-to-date period, HCMAX achieves a -1.00% return, which is significantly lower than OAKMX's 1.05% return. Over the past 10 years, HCMAX has underperformed OAKMX with an annualized return of 9.48%, while OAKMX has yielded a comparatively higher 11.65% annualized return.

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HCMAX has a 0.95% expense ratio, which is higher than OAKMX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hillman Value Fund (HCMAX) and Oakmark Fund Investor Class (OAKMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current HCMAX Sharpe Ratio is 0.15, which is lower than the OAKMX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of HCMAX and OAKMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HCMAX's dividend yield for the trailing twelve months is around 15.97%, more than OAKMX's 1.10% yield.

The maximum HCMAX drawdown since its inception was -63.79%, which is greater than OAKMX's maximum drawdown of -56.19%. Use the drawdown chart below to compare losses from any high point for HCMAX and OAKMX.

Hillman Value Fund (HCMAX) and Oakmark Fund Investor Class (OAKMX) have volatilities of 5.12% and 5.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.