OAKMX’s worst drop since 1999 was 56%
Oakmark Fund (OAKMX) fell 56% from Jun 2007 to Mar 2009. It took 3.6 years from that peak to close at a new high, in Jan 2011. Over the same years the S&P 500 fell as much as 55%.
That drop ranks 20th deepest among the 109 mutual funds PortfolioAutopsy tracks.
Drawdown from the last high, 1999 to now
How OAKMX held up in each crash
| Crash | Years | OAKMX | S&P 500 |
|---|---|---|---|
| Dot-com bust | 2000–02 | −30.5% | −47.5% |
| Financial crisis | 2007–09 | −56.1% | −55.2% |
| COVID crash | 2020 | −41.4% | −33.7% |
| 2022 rate shock | 2022 | −23.7% | −24.5% |
Each number is the deepest fall from a high inside that window, using daily prices with dividends reinvested.
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What was OAKMX’s maximum drawdown?
OAKMX’s deepest fall since 1999 was 56.2%, from its high on June 4, 2007 to its low on March 9, 2009. The figure uses daily prices with dividends reinvested.
How long did OAKMX take to recover?
3.6 years. OAKMX first closed above its Jun 2007 high again on January 18, 2011.
Was OAKMX riskier than the S&P 500?
Over the same years, OAKMX’s worst drop was 56.2% against 55.2% for the S&P 500 (SPY), and its worst 12 months were −45.8% against −47.4%.
Compare with
Daily adjusted closes from Yahoo Finance, January 5, 1999 through October 13, 2026, dividends reinvested. Historical facts, not a forecast and not investment advice.