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Performance analysis of OAKM (OAKMARK U.S. LARGE CAP ETF)

Annual Return

Since Dec 3, 2024, OAKM has had an average annual return of +11.29%, underperforming the benchmark SPY, which returned +15.48% annual.

202620252024
+3%+21.45%-4.83%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.25%+0.26%-3.30%+2.71%-0.71%+0.22%+3.69%+3%
2025+6.39%+1.04%-3.25%-3.72%+4.14%+4.75%+0.70%+2.79%+0.75%-0.53%+2.33%+4.73%+21.45%
2024-4.83%-4.83%

Drawdown analysis of OAKM (OAKMARK U.S. LARGE CAP ETF)

The maximum drawdown for the OAKM was -15.24%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.

The current OAKM drawdown is -1.18%.

Since Dec 3, 2024 OAKM has experienced the following drawdowns:

  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-15.24%Feb 19, 202534Apr 8, 202554Jun 26, 202588
-7.19%Jan 8, 202654Mar 27, 202666Jul 2, 2026120
-6.12%Dec 3, 202412Dec 19, 202419Jan 21, 202531
-5.33%Oct 27, 202518Nov 20, 20258Dec 3, 202526
-4.74%Sep 18, 202516Oct 10, 20259Oct 23, 202525
-4.03%Jul 23, 20257Aug 1, 202515Aug 22, 202522
-1.94%Jan 27, 202510Feb 10, 20255Feb 18, 202515
-1.75%Dec 11, 20255Dec 18, 20255Dec 26, 202510
-1.65%Jul 10, 20253Jul 15, 20255Jul 22, 20258
-1.49%Jul 7, 20261Jul 8, 20263Jul 13, 20264
-1.32%Aug 22, 20257Sep 3, 20256Sep 11, 202513
-1.18%Jul 16, 20263Jul 21, 2026OngoingOngoingOngoing
-1.05%Jul 13, 20261Jul 14, 20262Jul 16, 20263
-1.03%Jan 6, 20261Jan 7, 20261Jan 8, 20262
-0.94%Dec 26, 20253Dec 31, 20252Jan 5, 20265
-0.85%Jul 3, 20251Jul 7, 20253Jul 10, 20254
-0.63%Sep 11, 20253Sep 16, 20252Sep 18, 20255
-0.60%Dec 5, 20251Dec 8, 20252Dec 10, 20253
-0.50%Jul 1, 20251Jul 2, 20251Jul 3, 20252
-0.12%Jan 21, 20251Jan 22, 20251Jan 23, 20252
-0.03%Jan 23, 20251Jan 24, 20251Jan 27, 20252