INDEX vs. OAKIX

In the year-to-date period, INDEX achieves a 0.53% return, which is significantly lower than OAKIX's 17.19% return. Over the past 10 years, INDEX has outperformed OAKIX with an annualized return of 9.67%, while OAKIX has yielded a comparatively lower 4.37% annualized return.

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INDEX has a 0.25% expense ratio, which is lower than OAKIX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Index Funds S&P 500 Equal Weight (INDEX) and Oakmark International Fund (OAKIX). 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 INDEX Sharpe Ratio is 0.59, which is comparable to the OAKIX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of INDEX and OAKIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

INDEX's dividend yield for the trailing twelve months is around 1.96%, less than OAKIX's 2.10% yield.

The maximum INDEX drawdown since its inception was -38.82%, smaller than the maximum OAKIX drawdown of -60.45%. Use the drawdown chart below to compare losses from any high point for INDEX and OAKIX.

Index Funds S&P 500 Equal Weight (INDEX) has a higher volatility of 4.81% compared to Oakmark International Fund (OAKIX) at 3.47%. This indicates that INDEX's price experiences larger fluctuations and is considered to be riskier than OAKIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.