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OAKMX Current & History Performance

Explore the performance of Oakmark Fund Investor Class compared to the S&P Index and the Equity 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.
Explore the performance of Oakmark Fund Investor Class compared to the S&P Index and the Equity 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

23,615.46
SPY
21,184.07
OAKMX
21,184.07
Equity

Historical Prices

Total Return %
2019
2020
2021
2022
2023
YTD
SPY
31.09%
18.33%
28.73%
-18.65%
26.18%
14.55%
OAKMX
27.85%
18.74%
18.89%
-21.13%
11.99%
15.31%
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