OAKWX vs. ^SP500TR
Compare and contrast key facts about Oakmark Global Select Fund (OAKWX) and S&P 500 Total Return (^SP500TR).
OAKWX is managed by Oakmark. It was launched on Oct 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OAKWX or ^SP500TR.
Correlation
The correlation between OAKWX and ^SP500TR is 0.82, 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.
Performance
OAKWX vs. ^SP500TR - Performance Comparison
Key characteristics
OAKWX:
1.38
^SP500TR:
1.97
OAKWX:
1.94
^SP500TR:
2.64
OAKWX:
1.24
^SP500TR:
1.36
OAKWX:
0.90
^SP500TR:
2.98
OAKWX:
6.01
^SP500TR:
12.34
OAKWX:
2.64%
^SP500TR:
2.04%
OAKWX:
11.49%
^SP500TR:
12.79%
OAKWX:
-56.26%
^SP500TR:
-55.25%
OAKWX:
-5.51%
^SP500TR:
0.00%
Returns By Period
In the year-to-date period, OAKWX achieves a 7.36% return, which is significantly higher than ^SP500TR's 4.11% return. Over the past 10 years, OAKWX has underperformed ^SP500TR with an annualized return of 4.47%, while ^SP500TR has yielded a comparatively higher 13.29% annualized return.
OAKWX
7.36%
5.18%
3.75%
13.66%
6.06%
4.47%
^SP500TR
4.11%
2.06%
9.72%
23.79%
14.38%
13.29%
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Risk-Adjusted Performance
OAKWX vs. ^SP500TR — Risk-Adjusted Performance Rank
OAKWX
^SP500TR
OAKWX vs. ^SP500TR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Global Select Fund (OAKWX) and S&P 500 Total Return (^SP500TR). 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.
Drawdowns
OAKWX vs. ^SP500TR - Drawdown Comparison
The maximum OAKWX drawdown since its inception was -56.26%, roughly equal to the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for OAKWX and ^SP500TR. For additional features, visit the drawdowns tool.
Volatility
OAKWX vs. ^SP500TR - Volatility Comparison
Oakmark Global Select Fund (OAKWX) and S&P 500 Total Return (^SP500TR) have volatilities of 3.22% and 3.21%, 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.