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Oakmark Equity And Income Fund Investor Class (OAKBX) Performance

Explore the performance of Oakmark Equity And Income Fund Investor Class compared to the S&P Index and the Balanced category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00020,00030,00020192020202120222023202420252026
  • 30,184.46SPY
  • 15,572.92OAKBX
  • 18,210.66Balanced

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%10.62%
OAKBX9.26%4.29%11.92%-14.79%14.56%6.49%8.69%7.22%