OAKMX vs. FFH.TO
Compare and contrast key facts about Oakmark Fund Investor Class (OAKMX) and Fairfax Financial Holdings Limited (FFH.TO).
OAKMX is managed by Oakmark. It was launched on Aug 5, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OAKMX or FFH.TO.
Correlation
The correlation between OAKMX and FFH.TO is 0.27, 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.
Performance
OAKMX vs. FFH.TO - Performance Comparison
Key characteristics
OAKMX:
0.18
FFH.TO:
1.73
OAKMX:
0.37
FFH.TO:
2.37
OAKMX:
1.05
FFH.TO:
1.33
OAKMX:
0.19
FFH.TO:
3.47
OAKMX:
0.79
FFH.TO:
12.93
OAKMX:
4.09%
FFH.TO:
3.10%
OAKMX:
18.23%
FFH.TO:
23.15%
OAKMX:
-61.02%
FFH.TO:
-88.18%
OAKMX:
-12.86%
FFH.TO:
-4.14%
Returns By Period
In the year-to-date period, OAKMX achieves a -7.36% return, which is significantly lower than FFH.TO's 3.85% return. Over the past 10 years, OAKMX has underperformed FFH.TO with an annualized return of 8.53%, while FFH.TO has yielded a comparatively higher 14.45% annualized return.
OAKMX
-7.36%
-8.87%
-7.44%
2.72%
19.05%
8.53%
FFH.TO
3.85%
2.55%
20.16%
38.05%
39.95%
14.45%
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Risk-Adjusted Performance
OAKMX vs. FFH.TO — Risk-Adjusted Performance Rank
OAKMX
FFH.TO
OAKMX vs. FFH.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Fund Investor Class (OAKMX) and Fairfax Financial Holdings Limited (FFH.TO). 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.
Dividends
OAKMX vs. FFH.TO - Dividend Comparison
OAKMX's dividend yield for the trailing twelve months is around 1.20%, more than FFH.TO's 1.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKMX Oakmark Fund Investor Class | 1.20% | 1.12% | 1.02% | 0.92% | 0.52% | 0.17% | 0.81% | 0.73% | 0.47% | 1.06% | 0.95% | 0.64% |
FFH.TO Fairfax Financial Holdings Limited | 1.05% | 1.01% | 1.10% | 1.56% | 2.05% | 3.01% | 2.17% | 2.06% | 1.96% | 2.24% | 1.81% | 1.80% |
Drawdowns
OAKMX vs. FFH.TO - Drawdown Comparison
The maximum OAKMX drawdown since its inception was -61.02%, smaller than the maximum FFH.TO drawdown of -88.18%. Use the drawdown chart below to compare losses from any high point for OAKMX and FFH.TO. For additional features, visit the drawdowns tool.
Volatility
OAKMX vs. FFH.TO - Volatility Comparison
Oakmark Fund Investor Class (OAKMX) has a higher volatility of 12.94% compared to Fairfax Financial Holdings Limited (FFH.TO) at 11.97%. This indicates that OAKMX's price experiences larger fluctuations and is considered to be riskier than FFH.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.