Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAZCX (Oakmark Bond Fund R6 Class) | 0.91% | 6.06% | 5.87% | 1.57% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 12/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAZCX (Oakmark Bond Fund R6 Class) | 12/18/2020 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 6.06 | 5.87 | 1.57 | NA | NA | NA | … | … | 0.91 | 8.38 | 3.65 | 7.02 | -10.96 | 0.70 | 0.49 |
| Sharpe Ratio | NA | 0.80 | 0.54 | -0.21 | NA | NA | NA | … | … | -0.19 | 1.33 | 0.01 | 0.54 | -2.11 | 0.29 | 9.13 |
| Standard Deviation(%) | NA | 3.53 | 4.91 | 5.03 | NA | NA | NA | … | … | 3.90 | 4.16 | 4.98 | 6.30 | 5.89 | 2.30 | 1.83 |
| Draw Down(%) | NA | 2.63 | 5.59 | 15.27 | NA | NA | NA | … | … | 2.63 | 2.80 | 3.43 | 6.70 | 14.33 | 2.09 | 0.10 |
| Yield(%) | 0.00 | 4.96 | 5.05 | 3.90 | 2.04 | 1.36 | 1.02 | … | … | 1.89 | 5.13 | 4.95 | 4.70 | 2.87 | 3.19 | 0.20 |
Data as of 06/15/2026, Common starting date is 12/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAZCX (Oakmark Bond Fund R6 Class) |
-1.89%
Apr 2021 – Apr 2024 |
1.56%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAZCX (Oakmark Bond Fund R6 Class) |
7.10%
Oct 2022 – Oct 2025 |
1.97%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart