OAKEX vs. NEAGX

In the year-to-date period, OAKEX achieves a 16.93% return, which is significantly higher than NEAGX's -4.43% return. Over the past 10 years, OAKEX has underperformed NEAGX with an annualized return of 3.61%, while NEAGX has yielded a comparatively higher 6.30% annualized return.

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OAKEX has a 1.34% expense ratio, which is lower than NEAGX's 1.86% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Oakmark International Small Cap Fund (OAKEX) and Needham Aggressive Growth Fund (NEAGX). 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 OAKEX Sharpe Ratio is 0.38, which is higher than the NEAGX Sharpe Ratio of -0.27. The chart below compares the historical Sharpe Ratios of OAKEX and NEAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OAKEX's dividend yield for the trailing twelve months is around 1.86%, while NEAGX has not paid dividends to shareholders.

The maximum OAKEX drawdown since its inception was -75.75%, which is greater than NEAGX's maximum drawdown of -53.03%. Use the drawdown chart below to compare losses from any high point for OAKEX and NEAGX. For additional features, visit the drawdowns tool.

The current volatility for Oakmark International Small Cap Fund (OAKEX) is 2.96%, while Needham Aggressive Growth Fund (NEAGX) has a volatility of 9.55%. This indicates that OAKEX experiences smaller price fluctuations and is considered to be less risky than NEAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.