Performance analysis of OAKI (OAKMARK INTERNATIONAL LARGE CAP ETF)
Annual Return
Since Dec 11, 2025, OAKI has had an average annual return of +1.58%, underperforming the benchmark SPY, which returned +9.48% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.05% | +0.52% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2% | +2.44% | -10.50% | +5.14% | +1.47% | +0.38% | +0.91% | +1.05% | |||||
| 2025 | +0.52% | +0.52% |
Drawdown analysis of OAKI (OAKMARK INTERNATIONAL LARGE CAP ETF)
The maximum drawdown for the OAKI was -13.94%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current OAKI drawdown is -4.10%.
Since Dec 11, 2025 OAKI has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.94% | Feb 10, 2026 | 27 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -3.02% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -2.16% | Jan 27, 2026 | 3 | Jan 30, 2026 | 6 | Feb 9, 2026 | 9 |
| -1.19% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -0.82% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -0.51% | Dec 26, 2025 | 1 | Dec 29, 2025 | 4 | Jan 5, 2026 | 5 |