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Oakmark International Small Cap Fund Institutional Class (OANEX) Performance

Explore the performance of Oakmark International Small Cap Fund Institutional 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

10,00015,00020,00025,00030,00020192020202120222023202420252026
  • 30,902.29SPY
  • 18,199.36OANEX
  • 28,621.54Equity

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%13.26%
OANEX31.51%3.06%17.14%-16.06%16.06%-8.59%22.99%3.71%