OAKMX vs. POLIX
Compare and contrast key facts about Oakmark Fund Investor Class (OAKMX) and Polen Growth Fund (POLIX).
OAKMX is managed by Oakmark. It was launched on Aug 5, 1991. POLIX is managed by Polen Capital. It was launched on Sep 15, 2010.
Performance
OAKMX vs. POLIX - Performance Comparison
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OAKMX vs. POLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OAKMX Oakmark Fund Investor Class | -2.47% | 14.13% | 16.02% | 30.92% | -13.38% | 34.85% | 12.90% | 27.14% | -12.76% | 21.12% |
POLIX Polen Growth Fund | -17.54% | 3.87% | 22.57% | 39.17% | -38.36% | 23.51% | 33.25% | 37.34% | 7.74% | 26.47% |
Returns By Period
In the year-to-date period, OAKMX achieves a -2.47% return, which is significantly higher than POLIX's -17.54% return. Over the past 10 years, OAKMX has outperformed POLIX with an annualized return of 13.51%, while POLIX has yielded a comparatively lower 10.69% annualized return.
OAKMX
- 1D
- 1.76%
- 1M
- -3.56%
- YTD
- -2.47%
- 6M
- 2.30%
- 1Y
- 10.13%
- 3Y*
- 16.07%
- 5Y*
- 10.98%
- 10Y*
- 13.51%
POLIX
- 1D
- 3.00%
- 1M
- -5.72%
- YTD
- -17.54%
- 6M
- -19.04%
- 1Y
- -8.74%
- 3Y*
- 8.61%
- 5Y*
- 1.51%
- 10Y*
- 10.69%
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OAKMX vs. POLIX - Expense Ratio Comparison
OAKMX has a 0.91% expense ratio, which is lower than POLIX's 0.96% expense ratio.
Return for Risk
OAKMX vs. POLIX — Risk / Return Rank
OAKMX
POLIX
OAKMX vs. POLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Fund Investor Class (OAKMX) and Polen Growth Fund (POLIX). 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.
| OAKMX | POLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | -0.41 | +0.94 |
Sortino ratioReturn per unit of downside risk | 0.87 | -0.45 | +1.32 |
Omega ratioGain probability vs. loss probability | 1.13 | 0.94 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | -0.41 | +1.23 |
Martin ratioReturn relative to average drawdown | 3.26 | -1.26 | +4.52 |
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
| OAKMX | POLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | -0.41 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.07 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.49 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.62 | +0.08 |
Correlation
The correlation between OAKMX and POLIX is 0.73, 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
OAKMX vs. POLIX - Dividend Comparison
OAKMX's dividend yield for the trailing twelve months is around 0.94%, less than POLIX's 44.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKMX Oakmark Fund Investor Class | 0.94% | 0.92% | 1.12% | 1.02% | 0.92% | 1.94% | 0.17% | 8.33% | 8.13% | 4.06% | 2.58% | 1.43% |
POLIX Polen Growth Fund | 44.09% | 36.35% | 10.47% | 0.00% | 10.54% | 3.97% | 1.25% | 0.12% | 2.77% | 1.66% | 0.01% | 4.29% |
Drawdowns
OAKMX vs. POLIX - Drawdown Comparison
The maximum OAKMX drawdown since its inception was -56.19%, which is greater than POLIX's maximum drawdown of -42.84%. Use the drawdown chart below to compare losses from any high point for OAKMX and POLIX.
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Drawdown Indicators
| OAKMX | POLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.19% | -42.84% | -13.35% |
Max Drawdown (1Y)Largest decline over 1 year | -13.46% | -23.94% | +10.48% |
Max Drawdown (5Y)Largest decline over 5 years | -23.68% | -42.84% | +19.16% |
Max Drawdown (10Y)Largest decline over 10 years | -41.43% | -42.84% | +1.41% |
Current DrawdownCurrent decline from peak | -4.97% | -21.11% | +16.14% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -7.01% | +0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 7.83% | -4.44% |
Volatility
OAKMX vs. POLIX - Volatility Comparison
The current volatility for Oakmark Fund Investor Class (OAKMX) is 4.20%, while Polen Growth Fund (POLIX) has a volatility of 6.73%. This indicates that OAKMX experiences smaller price fluctuations and is considered to be less risky than POLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OAKMX | POLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 6.73% | -2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 12.50% | -2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.77% | 22.24% | -3.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.35% | 22.89% | -4.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.43% | 21.81% | -1.38% |