OAKWX vs. ^SP500TR

In the year-to-date period, OAKWX achieves a 11.07% return, which is significantly higher than ^SP500TR's 1.06% return. Over the past 10 years, OAKWX has underperformed ^SP500TR with an annualized return of 7.61%, while ^SP500TR has yielded a comparatively higher 12.85% annualized return.

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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.

The current OAKWX Sharpe Ratio is 0.97, which is higher than the ^SP500TR Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of OAKWX and ^SP500TR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum OAKWX drawdown since its inception was -54.43%, 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.

The current volatility for Oakmark Global Select Fund (OAKWX) is 3.57%, while S&P 500 Total Return (^SP500TR) has a volatility of 4.77%. This indicates that OAKWX experiences smaller price fluctuations and is considered to be less risky than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.