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Oakmark Equity and Income Fund Institutional Class (OANBX) Performance

Explore the performance of Oakmark Equity and Income Fund Institutional 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
  • 30,294.49SPY
  • 15,515.44OANBX
  • 13,466.08Balanced

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%11.03%
OANBX9.23%4.29%11.86%-14.81%14.58%6.47%8.70%6.92%