NMAVX vs. OAKMX

In the year-to-date period, NMAVX achieves a -2.65% return, which is significantly lower than OAKMX's 1.05% return. Over the past 10 years, NMAVX has underperformed OAKMX with an annualized return of 7.12%, while OAKMX has yielded a comparatively higher 11.65% annualized return.

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NMAVX has a 1.22% expense ratio, which is higher than OAKMX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Nuance Mid Cap Value Fund (NMAVX) 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 NMAVX Sharpe Ratio is 0.24, which is lower than the OAKMX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of NMAVX 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.

NMAVX's dividend yield for the trailing twelve months is around 9.39%, more than OAKMX's 1.10% yield.

The maximum NMAVX drawdown since its inception was -30.93%, smaller than the maximum OAKMX drawdown of -56.19%. Use the drawdown chart below to compare losses from any high point for NMAVX and OAKMX.

The current volatility for Nuance Mid Cap Value Fund (NMAVX) is 5.03%, while Oakmark Fund Investor Class (OAKMX) has a volatility of 5.30%. This indicates that NMAVX 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.