OFVIX vs. OAKLX

In the year-to-date period, OFVIX achieves a 1.70% return, which is significantly higher than OAKLX's 0.94% return.

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OFVIX has a 0.56% expense ratio, which is lower than OAKLX's 0.98% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for O'Shaughnessy Market Leaders Value Fund (OFVIX) and Oakmark Select Fund (OAKLX). 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 OFVIX Sharpe Ratio is 0.82, which is higher than the OAKLX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of OFVIX and OAKLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OFVIX's dividend yield for the trailing twelve months is around 2.20%, more than OAKLX's 0.30% yield.

The maximum OFVIX drawdown since its inception was -41.88%, smaller than the maximum OAKLX drawdown of -65.99%. Use the drawdown chart below to compare losses from any high point for OFVIX and OAKLX. For additional features, visit the drawdowns tool.

O'Shaughnessy Market Leaders Value Fund (OFVIX) and Oakmark Select Fund (OAKLX) have volatilities of 5.05% and 5.14%, 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.