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
27,049.06
SPY
14,231.48
OANBX
16,874.80
Balanced
Historical Prices
SPY
28.79%
16.16%
27.04%
-19.95%
24.29%
23.30%
16.35%
-0.87%
OANBX
9.23%
4.29%
11.86%
-14.81%
14.58%
6.47%
8.70%
-1.92%