POLIX vs. OAKMX

In the year-to-date period, POLIX achieves a -5.33% return, which is significantly lower than OAKMX's -0.41% return. Both investments have delivered pretty close results over the past 10 years, with POLIX having a 9.17% annualized return and OAKMX not far ahead at 9.24%.

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POLIX has a 0.96% expense ratio, which is higher than OAKMX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) and Oakmark Fund Investor Class (OAKMX). 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 POLIX Sharpe Ratio is -0.06, which is lower than the OAKMX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of POLIX and OAKMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

POLIX has not paid dividends to shareholders, while OAKMX's dividend yield for the trailing twelve months is around 1.12%.

The maximum POLIX drawdown since its inception was -49.68%, smaller than the maximum OAKMX drawdown of -61.02%. Use the drawdown chart below to compare losses from any high point for POLIX and OAKMX. For additional features, visit the drawdowns tool.

Polen Growth Fund (POLIX) has a higher volatility of 7.09% compared to Oakmark Fund Investor Class (OAKMX) at 6.54%. This indicates that POLIX's price experiences larger fluctuations and is considered to be riskier than OAKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.