OAKIX vs. POIIX
OAKIX (Oakmark International Fund) and POIIX (Polen International Growth Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, OAKIX returned 5.57%/yr vs -3.72%/yr for POIIX. Their 0.67 correlation means they have sometimes moved together and sometimes differently. OAKIX charges 1.04%/yr vs 1.03%/yr for POIIX.
Performance
OAKIX vs. POIIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OAKIX achieves a 6.03% return, which is significantly higher than POIIX's -4.84% return.
OAKIX
- 1D
- -0.78%
- 1M
- 2.87%
- 6M
- 3.42%
- YTD
- 6.03%
- 1Y
- 18.05%
- 3Y*
- 9.52%
- 5Y*
- 5.57%
- 10Y*
- 7.97%
- ALL TIME*
- 8.03%
POIIX
- 1D
- 3.44%
- 1M
- 0.41%
- 6M
- -6.00%
- YTD
- -4.84%
- 1Y
- -5.23%
- 3Y*
- -0.99%
- 5Y*
- -3.72%
- 10Y*
- —
- ALL TIME*
- 4.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
OAKIX vs. POIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OAKIX Oakmark International Fund | 6.03% | 32.40% | -4.60% | 18.86% | -15.72% | 9.04% | 4.92% | 24.24% | -23.41% | 29.73% |
POIIX Polen International Growth Fund | -4.84% | -0.72% | -3.77% | 27.81% | -29.90% | 5.62% | 9.80% | 25.88% | -5.85% | 33.67% |
Correlation
The correlation between OAKIX and POIIX is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.67 |
The correlation between OAKIX and POIIX has been stable across timeframes, ranging from 0.62 to 0.69 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
OAKIX vs. POIIX — Risk / Return Rank
OAKIX
POIIX
OAKIX vs. POIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark International Fund (OAKIX) and Polen International Growth Fund (POIIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OAKIX | POIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.56 | ||
| Sortino ratioReturn per unit of downside risk | +2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 0.94 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | -0.42 | +1.59 |
| Martin ratioReturn relative to average drawdown | 3.58 | -0.89 | +4.47 |
Loading charts...
Drawdowns
OAKIX vs. POIIX - Drawdown Comparison
The maximum OAKIX drawdown since its inception was -65.18%, which is greater than POIIX's maximum drawdown of -38.81%. Use the drawdown chart below to compare losses from any high point for OAKIX and POIIX.
Loading charts...
Drawdown Indicators
| OAKIX | POIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.18% | -38.81% | -26.37% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -21.49% | +7.14% |
Max Drawdown (3Y)Largest decline over 3 years | -17.00% | -25.45% | +8.45% |
Max Drawdown (5Y)Largest decline over 5 years | -35.62% | -38.81% | +3.19% |
Max Drawdown (10Y)Largest decline over 10 years | -53.05% | — | — |
Current DrawdownCurrent decline from peak | -0.78% | -19.73% | +18.95% |
Average DrawdownAverage peak-to-trough decline | -11.67% | -10.29% | -1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.68% | 10.69% | -6.01% |
Volatility
OAKIX vs. POIIX - Volatility Comparison
The current volatility for Oakmark International Fund (OAKIX) is 4.06%, while Polen International Growth Fund (POIIX) has a volatility of 5.98%. This indicates that OAKIX experiences smaller price fluctuations and is considered to be less risky than POIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OAKIX | POIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 5.98% | -1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 12.17% | 17.15% | -4.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.96% | 20.93% | -5.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.09% | 20.22% | -1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.95% | 18.75% | +2.20% |
OAKIX vs. POIIX - Expense Ratio Comparison
OAKIX has a 1.04% expense ratio, which is higher than POIIX's 1.03% expense ratio.
Dividends
OAKIX vs. POIIX - Dividend Comparison
OAKIX's dividend yield for the trailing twelve months is around 1.74%, more than POIIX's 0.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKIX Oakmark International Fund | 1.74% | 1.84% | 2.46% | 1.85% | 2.97% | 1.23% | 0.33% | 1.81% | 7.15% | 3.04% | 1.48% | 5.06% |
POIIX Polen International Growth Fund | 0.05% | 0.05% | 0.45% | 0.32% | 0.00% | 0.00% | 0.00% | 0.01% | 0.11% | 0.64% | 0.00% | 0.00% |
Frequently Asked Questions
OAKIX and POIIX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POIIX has higher volatility (5.98%) compared to OAKIX (4.06%). In terms of maximum drawdown, OAKIX dropped -65.18% vs POIIX's -38.81%.
OAKIX currently has the higher Sharpe Ratio (1.13 vs -0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for OAKIX and POIIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer