Oakmark Select Fund R6 (OAZLX)
84.77
-0.37
(-0.43%)
USD |
Apr 09 2026
OAZLX Max Drawdown (5Y): 27.79% for March 31, 2026
Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Data
Max Drawdown Definition
Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.
Max Drawdown (5Y) Range, Past 5 Years
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Minimum
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Maximum
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Average
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Median
Max Drawdown (5Y) Benchmarks
| Oakmark Fund R6 | 23.54% |
| Natixis Oakmark Fund Y | 23.41% |
| Invesco Growth & Income Fund R6 | 19.10% |
| American Beacon Man Large Cap Val R5 | 19.45% |
| Virtus NFJ Large-Cap Value Fund R6 | 23.62% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -3.099 |
| Beta (5Y) | 1.025 |
| Alpha (vs YCharts Benchmark) (5Y) | -0.8917 |
| Beta (vs YCharts Benchmark) (5Y) | 1.106 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 17.91% |
| Historical Sharpe Ratio (5Y) | 0.3224 |
| Historical Sortino (5Y) | 0.5595 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 7.95% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:OAZLX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:OAZLX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |