OAKLX vs. OFVIX

In the year-to-date period, OAKLX achieves a 0.94% return, which is significantly lower than OFVIX's 1.70% return.

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OAKLX has a 0.98% expense ratio, which is higher than OFVIX's 0.56% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Oakmark Select Fund (OAKLX) and O'Shaughnessy Market Leaders Value Fund (OFVIX). 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 lower than the OFVIX Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of OAKLX and OFVIX, 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 OFVIX's 2.20% yield.

The maximum OAKLX drawdown since its inception was -65.99%, which is greater than OFVIX's maximum drawdown of -41.88%. Use the drawdown chart below to compare losses from any high point for OAKLX and OFVIX. For additional features, visit the drawdowns tool.

Oakmark Select Fund (OAKLX) and O'Shaughnessy Market Leaders Value Fund (OFVIX) have volatilities of 5.14% and 5.05%, 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.