OAKEX vs. BRK-B
Compare and contrast key facts about Oakmark International Small Cap Fund (OAKEX) and Berkshire Hathaway Inc. (BRK-B).
OAKEX is managed by Oakmark. It was launched on Oct 31, 1995.
Performance
OAKEX vs. BRK-B - Performance Comparison
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OAKEX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OAKEX Oakmark International Small Cap Fund | -8.12% | 29.51% | -3.00% | 19.59% | -14.50% | 17.90% | 5.00% | 31.91% | -23.71% | 26.03% |
BRK-B Berkshire Hathaway Inc. | -4.80% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Returns By Period
In the year-to-date period, OAKEX achieves a -8.12% return, which is significantly lower than BRK-B's -4.80% return. Over the past 10 years, OAKEX has underperformed BRK-B with an annualized return of 7.23%, while BRK-B has yielded a comparatively higher 12.78% annualized return.
OAKEX
- 1D
- 2.49%
- 1M
- -8.66%
- YTD
- -8.12%
- 6M
- -6.97%
- 1Y
- 9.88%
- 3Y*
- 9.01%
- 5Y*
- 4.30%
- 10Y*
- 7.23%
BRK-B
- 1D
- -0.15%
- 1M
- -0.35%
- YTD
- -4.80%
- 6M
- -3.95%
- 1Y
- -10.22%
- 3Y*
- 15.72%
- 5Y*
- 13.13%
- 10Y*
- 12.78%
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Return for Risk
OAKEX vs. BRK-B — Risk / Return Rank
OAKEX
BRK-B
OAKEX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark International Small Cap Fund (OAKEX) and Berkshire Hathaway Inc. (BRK-B). 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.
| OAKEX | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | -0.56 | +1.16 |
Sortino ratioReturn per unit of downside risk | 0.91 | -0.65 | +1.56 |
Omega ratioGain probability vs. loss probability | 1.12 | 0.91 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | -0.68 | +1.13 |
Martin ratioReturn relative to average drawdown | 1.55 | -1.16 | +2.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OAKEX | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | -0.56 | +1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.77 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.66 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.48 | -0.06 |
Correlation
The correlation between OAKEX and BRK-B is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
OAKEX vs. BRK-B - Dividend Comparison
OAKEX's dividend yield for the trailing twelve months is around 5.71%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKEX Oakmark International Small Cap Fund | 5.71% | 5.24% | 6.38% | 1.83% | 1.89% | 0.61% | 1.87% | 0.21% | 8.93% | 3.64% | 3.09% | 5.06% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
OAKEX vs. BRK-B - Drawdown Comparison
The maximum OAKEX drawdown since its inception was -70.12%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for OAKEX and BRK-B.
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Drawdown Indicators
| OAKEX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.12% | -53.86% | -16.26% |
Max Drawdown (1Y)Largest decline over 1 year | -17.18% | -14.95% | -2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -38.40% | -26.58% | -11.82% |
Max Drawdown (10Y)Largest decline over 10 years | -49.61% | -29.57% | -20.04% |
Current DrawdownCurrent decline from peak | -12.85% | -11.36% | -1.49% |
Average DrawdownAverage peak-to-trough decline | -13.53% | -11.07% | -2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.98% | 8.72% | -3.74% |
Volatility
OAKEX vs. BRK-B - Volatility Comparison
Oakmark International Small Cap Fund (OAKEX) has a higher volatility of 6.45% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. This indicates that OAKEX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OAKEX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 4.33% | +2.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.96% | 11.14% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.66% | 18.30% | -1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.61% | 17.20% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.60% | 19.45% | -0.85% |