OAKLX vs. OAKGX
Compare and contrast key facts about Oakmark Select Fund (OAKLX) and Oakmark Global Fund (OAKGX).
OAKLX is managed by Oakmark. It was launched on Nov 1, 1996. OAKGX is managed by Oakmark. It was launched on Aug 3, 1999.
Performance
OAKLX vs. OAKGX - Performance Comparison
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OAKLX vs. OAKGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OAKLX Oakmark Select Fund | -8.12% | 14.26% | 14.15% | 43.02% | -22.51% | 34.62% | 10.76% | 27.70% | -24.90% | 15.69% |
OAKGX Oakmark Global Fund | -5.09% | 21.19% | 2.53% | 17.36% | -16.86% | 30.47% | 9.00% | 29.66% | -19.02% | 27.05% |
Returns By Period
In the year-to-date period, OAKLX achieves a -8.12% return, which is significantly lower than OAKGX's -5.09% return. Over the past 10 years, OAKLX has outperformed OAKGX with an annualized return of 10.31%, while OAKGX has yielded a comparatively lower 9.55% annualized return.
OAKLX
- 1D
- -0.14%
- 1M
- -4.57%
- YTD
- -8.12%
- 6M
- -0.43%
- 1Y
- 5.21%
- 3Y*
- 15.61%
- 5Y*
- 8.71%
- 10Y*
- 10.31%
OAKGX
- 1D
- 0.54%
- 1M
- -4.92%
- YTD
- -5.09%
- 6M
- -1.50%
- 1Y
- 9.77%
- 3Y*
- 7.78%
- 5Y*
- 5.96%
- 10Y*
- 9.55%
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OAKLX vs. OAKGX - Expense Ratio Comparison
OAKLX has a 0.98% expense ratio, which is lower than OAKGX's 1.11% expense ratio.
Return for Risk
OAKLX vs. OAKGX — Risk / Return Rank
OAKLX
OAKGX
OAKLX vs. OAKGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Select Fund (OAKLX) and Oakmark Global Fund (OAKGX). 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.
| OAKLX | OAKGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.58 | -0.28 |
Sortino ratioReturn per unit of downside risk | 0.57 | 0.93 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.13 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 0.80 | -0.35 |
Martin ratioReturn relative to average drawdown | 1.34 | 2.87 | -1.53 |
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
| OAKLX | OAKGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.58 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.32 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.46 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.47 | +0.10 |
Correlation
The correlation between OAKLX and OAKGX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
OAKLX vs. OAKGX - Dividend Comparison
OAKLX's dividend yield for the trailing twelve months is around 0.42%, less than OAKGX's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKLX Oakmark Select Fund | 0.42% | 0.39% | 0.31% | 0.51% | 0.62% | 0.70% | 0.00% | 0.67% | 5.04% | 4.20% | 4.88% | 0.30% |
OAKGX Oakmark Global Fund | 1.17% | 1.11% | 1.19% | 4.35% | 0.75% | 17.98% | 0.16% | 3.71% | 14.80% | 7.50% | 1.07% | 2.87% |
Drawdowns
OAKLX vs. OAKGX - Drawdown Comparison
The maximum OAKLX drawdown since its inception was -61.15%, roughly equal to the maximum OAKGX drawdown of -60.43%. Use the drawdown chart below to compare losses from any high point for OAKLX and OAKGX.
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Drawdown Indicators
| OAKLX | OAKGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.15% | -60.43% | -0.72% |
Max Drawdown (1Y)Largest decline over 1 year | -12.49% | -11.58% | -0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -27.87% | -31.54% | +3.67% |
Max Drawdown (10Y)Largest decline over 10 years | -48.42% | -45.14% | -3.28% |
Current DrawdownCurrent decline from peak | -10.45% | -9.00% | -1.45% |
Average DrawdownAverage peak-to-trough decline | -9.00% | -9.41% | +0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 3.56% | +1.07% |
Volatility
OAKLX vs. OAKGX - Volatility Comparison
Oakmark Select Fund (OAKLX) and Oakmark Global Fund (OAKGX) have volatilities of 4.77% and 4.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OAKLX | OAKGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 4.99% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 11.20% | 9.88% | +1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.31% | 17.80% | +2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.58% | 18.51% | +1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.57% | 20.66% | +0.91% |