# Oakmark Investor (OAKMX)

> Source: Nexqual · https://nexqual.com/OAKMX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Oakmark Investor (OAKMX), nexqual.com/OAKMX" · informational, not investment advice.

**Price:** USD 188.43 (-0.89% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 190.13 · day 188.43–188.43 · 52w 158.26–193.6 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +13.8% vs S&P 500 +13.4%; 5Y +62.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +13.8% | +62.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +13.8% | +10.3% |
| Volatility (annualized) | 13.4% | 17.9% |
| Max drawdown | -8.1% (Sep 2026→Sep 2026) | -23.7% (Jan 2022→Sep 2022) |

## Peers
OAKLX (Oakmark Select Fund Investor Cl) USD 110.4 -0.00% · OAKIX (Oakmark International Fund Inve) USD 33.92 +0.00% · OAKBX (Oakmark Equity And Income Fund ) USD 41.27 -0.00% · OAKGX (Oakmark Global Fund Investor Cl) USD 41.77 -0.00% · OAKEX (Oakmark International Small Cap) USD 22.45 -0.00%

## More
Full page: https://nexqual.com/OAKMX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt