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OANBX Current & History 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.
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
23,908.85
SPY
13,978.41
OANBX
16,192.83
Balanced
Historical Prices
SPY
28.79%
16.16%
27.04%
-19.95%
24.29%
25.71%
OANBX
9.23%
4.29%
11.86%
-14.81%
14.58%
11.39%