OAKIX vs. BRK-B
Compare and contrast key facts about Oakmark International Fund (OAKIX) and Berkshire Hathaway Inc. (BRK-B).
OAKIX is managed by Oakmark. It was launched on Sep 29, 1992.
Performance
OAKIX vs. BRK-B - Performance Comparison
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OAKIX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OAKIX Oakmark International Fund | -5.63% | 32.40% | -4.60% | 18.86% | -15.72% | 9.04% | 4.92% | 24.24% | -23.41% | 29.73% |
BRK-B Berkshire Hathaway Inc. | -5.03% | 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, OAKIX achieves a -5.63% return, which is significantly lower than BRK-B's -5.03% return. Over the past 10 years, OAKIX has underperformed BRK-B with an annualized return of 6.70%, while BRK-B has yielded a comparatively higher 12.79% annualized return.
OAKIX
- 1D
- 0.85%
- 1M
- -4.31%
- YTD
- -5.63%
- 6M
- -2.38%
- 1Y
- 15.52%
- 3Y*
- 7.54%
- 5Y*
- 3.38%
- 10Y*
- 6.70%
BRK-B
- 1D
- -0.24%
- 1M
- -0.83%
- YTD
- -5.03%
- 6M
- -3.74%
- 1Y
- -11.23%
- 3Y*
- 15.44%
- 5Y*
- 13.08%
- 10Y*
- 12.79%
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Return for Risk
OAKIX vs. BRK-B — Risk / Return Rank
OAKIX
BRK-B
OAKIX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark International Fund (OAKIX) 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.
| OAKIX | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | -0.62 | +1.52 |
Sortino ratioReturn per unit of downside risk | 1.34 | -0.73 | +2.07 |
Omega ratioGain probability vs. loss probability | 1.19 | 0.90 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | -0.70 | +1.80 |
Martin ratioReturn relative to average drawdown | 4.11 | -1.19 | +5.30 |
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
| OAKIX | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | -0.62 | +1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.76 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.66 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.48 | -0.07 |
Correlation
The correlation between OAKIX and BRK-B is 0.39, 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
OAKIX vs. BRK-B - Dividend Comparison
OAKIX's dividend yield for the trailing twelve months is around 1.95%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKIX Oakmark International Fund | 1.95% | 1.84% | 2.46% | 1.85% | 2.97% | 1.23% | 0.33% | 1.81% | 7.15% | 3.04% | 1.48% | 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
OAKIX vs. BRK-B - Drawdown Comparison
The maximum OAKIX drawdown since its inception was -65.18%, 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 OAKIX and BRK-B.
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Drawdown Indicators
| OAKIX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.18% | -53.86% | -11.32% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -14.95% | +0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -38.00% | -26.58% | -11.42% |
Max Drawdown (10Y)Largest decline over 10 years | -53.05% | -29.57% | -23.48% |
Current DrawdownCurrent decline from peak | -10.89% | -11.57% | +0.68% |
Average DrawdownAverage peak-to-trough decline | -11.74% | -11.07% | -0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 8.75% | -4.90% |
Volatility
OAKIX vs. BRK-B - Volatility Comparison
Oakmark International Fund (OAKIX) has a higher volatility of 5.73% compared to Berkshire Hathaway Inc. (BRK-B) at 4.12%. This indicates that OAKIX'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
| OAKIX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 4.12% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 11.11% | -0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.57% | 18.30% | -0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.07% | 17.20% | +1.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 19.44% | +1.90% |