POLIX vs. OAKMX

In the year-to-date period, POLIX achieves a -1.81% return, which is significantly lower than OAKMX's 1.05% return. Over the past 10 years, POLIX has outperformed OAKMX with an annualized return of 12.57%, while OAKMX has yielded a comparatively lower 11.65% annualized return.

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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 0.59, which is comparable to the OAKMX Sharpe Ratio of 0.63. 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's dividend yield for the trailing twelve months is around 5.33%, more than OAKMX's 1.10% yield.

The maximum POLIX drawdown since its inception was -42.84%, smaller than the maximum OAKMX drawdown of -56.19%. Use the drawdown chart below to compare losses from any high point for POLIX and OAKMX.

Polen Growth Fund (POLIX) and Oakmark Fund Investor Class (OAKMX) have volatilities of 5.38% and 5.30%, 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.