OAKLX vs. OAKMX

In the year-to-date period, OAKLX achieves a 0.94% return, which is significantly higher than OAKMX's 0.34% return. Over the past 10 years, OAKLX has underperformed OAKMX with an annualized return of 7.13%, while OAKMX has yielded a comparatively higher 9.17% annualized return.

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OAKLX has a 0.98% expense ratio, which is higher than OAKMX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Oakmark Select Fund (OAKLX) and Oakmark Fund Investor Class (OAKMX). 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 OAKLX Sharpe Ratio is 0.54, which is higher than the OAKMX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of OAKLX and OAKMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OAKLX's dividend yield for the trailing twelve months is around 0.30%, less than OAKMX's 1.11% yield.

The maximum OAKLX drawdown since its inception was -65.99%, which is greater than OAKMX's maximum drawdown of -61.02%. Use the drawdown chart below to compare losses from any high point for OAKLX and OAKMX. For additional features, visit the drawdowns tool.

Oakmark Select Fund (OAKLX) and Oakmark Fund Investor Class (OAKMX) have volatilities of 5.14% and 5.15%, 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.