POLIX vs. OAKMX
Compare and contrast key facts about Polen Growth Fund (POLIX) and Oakmark Fund Investor Class (OAKMX).
POLIX is managed by Polen Capital. It was launched on Sep 15, 2010. OAKMX is managed by Oakmark. It was launched on Aug 5, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POLIX or OAKMX.
Key characteristics
| POLIX | OAKMX | |
|---|---|---|
| YTD Return | 18.42% | 20.14% |
| 1Y Return | 28.59% | 35.86% |
| 3Y Return (Ann) | -4.99% | 10.23% |
| 5Y Return (Ann) | 8.66% | 16.83% |
| 10Y Return (Ann) | 10.62% | 12.38% |
| Sharpe Ratio | 1.92 | 2.72 |
| Sortino Ratio | 2.54 | 3.82 |
| Omega Ratio | 1.34 | 1.48 |
| Calmar Ratio | 0.83 | 5.24 |
| Martin Ratio | 11.09 | 14.50 |
| Ulcer Index | 2.54% | 2.46% |
| Daily Std Dev | 14.66% | 13.14% |
| Max Drawdown | -49.68% | -56.19% |
| Current Drawdown | -14.80% | -0.78% |
Correlation
The correlation between POLIX and OAKMX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
POLIX vs. OAKMX - Performance Comparison
In the year-to-date period, POLIX achieves a 18.42% return, which is significantly lower than OAKMX's 20.14% return. Over the past 10 years, POLIX has underperformed OAKMX with an annualized return of 10.62%, while OAKMX has yielded a comparatively higher 12.38% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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POLIX vs. OAKMX - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is higher than OAKMX's 0.91% expense ratio.
Risk-Adjusted Performance
POLIX vs. OAKMX - Risk-Adjusted Performance Comparison
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.
Dividends
POLIX vs. OAKMX - Dividend Comparison
POLIX has not paid dividends to shareholders, while OAKMX's dividend yield for the trailing twelve months is around 0.85%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.00% | 0.00% | 0.01% | 0.00% | 0.10% | 0.23% |
OAKMX Oakmark Fund Investor Class | 0.85% | 1.02% | 0.92% | 0.52% | 0.17% | 0.81% | 0.73% | 0.47% | 1.06% | 0.95% | 0.64% | 0.50% |
Drawdowns
POLIX vs. OAKMX - Drawdown Comparison
The maximum POLIX drawdown since its inception was -49.68%, 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. For additional features, visit the drawdowns tool.
Volatility
POLIX vs. OAKMX - Volatility Comparison
The current volatility for Polen Growth Fund (POLIX) is 4.29%, while Oakmark Fund Investor Class (OAKMX) has a volatility of 4.92%. This indicates that POLIX experiences smaller price fluctuations and is considered to be less risky than OAKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.