Performance analysis of OAKG (OAKMARK GLOBAL LARGE CAP ETF)
Annual Return
Since Dec 11, 2025, OAKG has had an average annual return of -1.07%, underperforming the benchmark SPY, which returned +8.57% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.07% | -0% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.21% | +0.67% | -8.47% | +3.78% | +0.07% | -0.21% | +1.36% | -1.07% | |||||
| 2025 | -0% | -0% |
Drawdown analysis of OAKG (OAKMARK GLOBAL LARGE CAP ETF)
The maximum drawdown for the OAKG was -11.52%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current OAKG drawdown is -4.72%.
Since Dec 11, 2025 OAKG has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.52% | Jan 9, 2026 | 54 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -1.51% | Dec 11, 2025 | 4 | Dec 17, 2025 | 6 | Dec 26, 2025 | 10 |
| -0.63% | Jan 6, 2026 | 1 | Jan 7, 2026 | 1 | Jan 8, 2026 | 2 |
| -0.43% | Dec 30, 2025 | 1 | Dec 31, 2025 | 2 | Jan 5, 2026 | 3 |
| -0.10% | Dec 26, 2025 | 1 | Dec 29, 2025 | 1 | Dec 30, 2025 | 2 |