OAKIX vs. ALTFX

In the year-to-date period, OAKIX achieves a 17.99% return, which is significantly higher than ALTFX's 0.94% return. Over the past 10 years, OAKIX has underperformed ALTFX with an annualized return of 3.19%, while ALTFX has yielded a comparatively higher 5.01% annualized return.

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OAKIX has a 1.04% expense ratio, which is higher than ALTFX's 1.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Oakmark International Fund (OAKIX) and AB Sustainable Global Thematic Fund (ALTFX). 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 OAKIX Sharpe Ratio is 0.49, which is higher than the ALTFX Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of OAKIX and ALTFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OAKIX's dividend yield for the trailing twelve months is around 2.09%, while ALTFX has not paid dividends to shareholders.

The maximum OAKIX drawdown since its inception was -67.72%, smaller than the maximum ALTFX drawdown of -81.26%. Use the drawdown chart below to compare losses from any high point for OAKIX and ALTFX. For additional features, visit the drawdowns tool.

The current volatility for Oakmark International Fund (OAKIX) is 3.30%, while AB Sustainable Global Thematic Fund (ALTFX) has a volatility of 4.40%. This indicates that OAKIX experiences smaller price fluctuations and is considered to be less risky than ALTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.