Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
OAKLX (OAKMARK SELECT FUND INVESTOR CLASS) -5.15% 4.92% 10.99% 18.59% 7.91% 10.40% 8.34% 11.58%
More Performance Analytics Comparison
Name Start Date End Date
OAKLX (OAKMARK SELECT FUND INVESTOR CLASS) 11/19/1996 04/28/2025
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 11/19/1996.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 6.68 4.92 10.99 18.59 7.91 10.40 8.34 11.58 -5.15 14.15 43.02 -22.74 33.72 10.76 27.70 -24.90 15.69 15.24 -3.59 15.80 36.52 21.64 2.15 13.24 52.46 -36.24 -14.18 13.67 4.84 9.73 29.00 -12.47 26.06 25.81 14.49 16.21 55.02 9.70
Sharpe Ratio NA -0.06 0.30 0.77 0.28 NA NA 0.47 -0.67 0.52 2.13 -0.90 2.03 0.25 1.55 -1.32 1.48 0.82 -0.21 1.23 2.91 1.41 0.08 0.68 1.75 -0.86 -0.97 1.00 0.27 0.81 1.78 -0.61 1.56 1.12 0.76 0.64 3.15 11.06
Standard Deviation(%) NA 20.15 21.52 21.71 22.10 NA NA 20.72 28.66 14.55 18.42 26.93 16.58 41.48 16.98 19.98 10.19 18.44 17.01 12.81 12.56 15.46 25.09 19.49 29.99 43.14 17.77 10.45 9.76 10.91 15.90 22.27 15.47 19.37 14.78 20.18 16.25 11.46
Draw Down(%) NA 18.76 18.76 28.14 48.42 NA NA 61.15 18.76 8.16 14.52 27.87 7.80 43.76 11.14 35.94 5.08 18.57 14.84 8.61 5.52 12.76 20.01 15.96 26.03 51.62 21.75 8.20 7.89 9.02 11.09 29.57 12.59 9.39 14.33 27.40 12.72 2.02
Yield(%) 0.00 0.34 0.45 0.48 1.69 4.42 4.24 11.73 0.00 0.35 0.72 0.24 0.06 0.00 0.84 3.60 4.61 5.44 0.29 13.53 6.80 10.66 0.21 0.23 0.44 1.01 10.22 11.81 6.31 0.80 0.42 0.09 0.23 8.01 19.93 4.36 1.49 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OAKLX (OAKMARK SELECT FUND INVESTOR CLASS) -19.94%
Feb 2006 - Feb 2009 		-10.47%
Feb 2004 - Feb 2009 		1.51%
Feb 1999 - Feb 2009 		4.14%
Mar 2005 - Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OAKLX (OAKMARK SELECT FUND INVESTOR CLASS) 33.30%
Feb 2009 - Feb 2012 		29.28%
Feb 2009 - Feb 2014 		17.06%
Dec 1996 - Dec 2006 		15.15%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart