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A Quick Look At The Oakmark Equity And Income Fund

The first figure below shoes the total return performance of the Oakmark Equity and Income Fund (OAKBX) compared to the Vanguard Wellesley (VWINX) and Wellington (VWELX) funds, and to the S&P 500's total returns since 11/1/1995 (OAKBX inception date). 

Oakmark Equity and Income Fund, Vanguard Wellesley, Wellington Funds

The second figure below compares the same funds during the bear-market crash that occurred from Oct 9, 2007 to March 9, 2009. 

Overall, OAKBX had superior total return performance from 1995-present. During the 2007-2009 market crash, OAKBX provided strong downside protection compared to the S&P 500. Only VWINX provided better downside protection. 

Based on past performance, OAKBX appears to be well-managed balanced fund that provided strong upside out-performance in bull markets as well as solid downside protection in bear markets. For those looking for income, OAKBX provides smaller TTM yield (1.25%) compared to VWINX (2.94%) and VWELX (2.45%). 

Disclosure: I am/we are long VWINX, VWELX.