OANCX vs. NPCT
OANCX (Oakmark Bond Fund) and NPCT (Nuveen Core Plus Impact Fund) are both Intermediate Core-Plus Bond funds. Over the past 5 years, OANCX returned 0.59%/yr vs -3.34%/yr for NPCT. Their 0.52 correlation means they have sometimes moved together and sometimes differently. OANCX charges 0.52%/yr vs 5.08%/yr for NPCT.
Performance
OANCX vs. NPCT - Performance Comparison
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Returns By Period
OANCX
- 1D
- 0.23%
- 1M
- -0.92%
- 6M
- -0.25%
- YTD
- 0.00%
- 1Y
- 2.54%
- 3Y*
- 4.88%
- 5Y*
- 0.59%
- 10Y*
- —
- ALL TIME*
- 1.53%
NPCT
- 1D
- -0.10%
- 1M
- -2.20%
- 6M
- -0.93%
- YTD
- 2.40%
- 1Y
- -0.36%
- 3Y*
- 11.85%
- 5Y*
- -3.34%
- 10Y*
- —
- ALL TIME*
- -3.16%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.12M | $1.18M | $1.22M | |
OANCX Oakmark Bond Fund | $0.00 | $0.00 | $0.00 |
OANCX vs. NPCT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
OANCX Oakmark Bond Fund | 0.00% | 7.05% | 3.19% | 6.12% | -11.36% | 0.99% |
NPCT Nuveen Core Plus Impact Fund | 2.40% | 9.87% | 17.23% | 7.78% | -37.50% | -4.98% |
Correlation
The correlation between OANCX and NPCT is 0.46, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.46 |
Correlation (3Y) Balances recent behavior with more history. | 0.48 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.53 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2021 | 0.52 |
The correlation between OANCX and NPCT has been stable across timeframes, ranging from 0.46 to 0.53 - a consistent structural relationship.
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Return for Risk
OANCX vs. NPCT — Risk / Return Rank
OANCX
NPCT
OANCX vs. NPCT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Bond Fund (OANCX) and Nuveen Core Plus Impact Fund (NPCT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OANCX | NPCT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.83 | ||
| Sortino ratioReturn per unit of downside risk | +1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.00 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.10 | -0.05 | +1.16 |
| Martin ratioReturn relative to average drawdown | 2.85 | -0.11 | +2.96 |
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Drawdowns
OANCX vs. NPCT - Drawdown Comparison
The maximum OANCX drawdown since its inception was -15.58%, smaller than the maximum NPCT drawdown of -46.77%. Use the drawdown chart below to compare losses from any high point for OANCX and NPCT.
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Drawdown Indicators
| OANCX | NPCT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.58% | -46.77% | +31.19% |
Max Drawdown (1Y)Largest decline over 1 year | -2.52% | -6.79% | +4.27% |
Max Drawdown (3Y)Largest decline over 3 years | -4.66% | -10.78% | +6.12% |
Max Drawdown (5Y)Largest decline over 5 years | -15.58% | -46.23% | +30.65% |
Current DrawdownCurrent decline from peak | -1.80% | -16.87% | +15.07% |
Average DrawdownAverage peak-to-trough decline | -4.61% | -24.93% | +20.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 3.21% | -2.23% |
Volatility
OANCX vs. NPCT - Volatility Comparison
The current volatility for Oakmark Bond Fund (OANCX) is 0.99%, while Nuveen Core Plus Impact Fund (NPCT) has a volatility of 2.08%. This indicates that OANCX experiences smaller price fluctuations and is considered to be less risky than NPCT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OANCX | NPCT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.99% | 2.08% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | 7.50% | -4.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.54% | 9.23% | -5.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.05% | 13.07% | -8.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 12.94% | -8.29% |
OANCX vs. NPCT - Expense Ratio Comparison
OANCX has a 0.52% expense ratio, which is lower than NPCT's 5.08% expense ratio.
Dividends
OANCX vs. NPCT - Dividend Comparison
OANCX's dividend yield for the trailing twelve months is around 4.88%, less than NPCT's 12.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
NPCT Nuveen Core Plus Impact Fund | 12.33% | 13.15% | 12.20% | 10.28% | 11.93% | 3.94% | 0.00% |
OANCX Oakmark Bond Fund | 4.88% | 3.76% | 4.53% | 3.82% | 2.97% | 3.07% | 1.24% |
Frequently Asked Questions
OANCX and NPCT have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NPCT has higher volatility (2.08%) compared to OANCX (0.99%). In terms of maximum drawdown, OANCX dropped -15.58% vs NPCT's -46.77%.
OANCX currently has the higher Sharpe Ratio (0.79 vs -0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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