MUHLX vs. OAKMX

In the year-to-date period, MUHLX achieves a 3.06% return, which is significantly higher than OAKMX's -0.41% return. Over the past 10 years, MUHLX has underperformed OAKMX with an annualized return of 0.98%, while OAKMX has yielded a comparatively higher 9.14% annualized return.

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MUHLX has a 1.14% expense ratio, which is higher than OAKMX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Muhlenkamp Fund (MUHLX) 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 MUHLX Sharpe Ratio is -0.11, which is lower than the OAKMX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of MUHLX 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.

MUHLX's dividend yield for the trailing twelve months is around 0.57%, less than OAKMX's 1.12% yield.

The maximum MUHLX drawdown since its inception was -68.37%, which is greater than OAKMX's maximum drawdown of -61.02%. Use the drawdown chart below to compare losses from any high point for MUHLX and OAKMX. For additional features, visit the drawdowns tool.

The current volatility for Muhlenkamp Fund (MUHLX) is 4.36%, while Oakmark Fund Investor Class (OAKMX) has a volatility of 6.54%. This indicates that MUHLX experiences smaller price fluctuations and is considered to be less risky than OAKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.