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Oakmark Equity & Income I (OAKBX)

On Dec 2: 25.61   0.01 (0.04%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2007): 11.97% Worst 1 Yr Total Return (2008): -16.18% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic OAKBX Category Alpha (against Standard Index) 2.29 -2.88 Beta (against Standard Index) 0.80 1.08 Mean Annual Return 3.27 -0.13 R-squared (against Standard Index) 87 93.44 Standard Deviation 11.29 14.69 Sharpe Ratio 0.13 N/A Treynor Ratio 1.07 N/A 5 Years Statistic OAKBX Category Alpha (against Standard Index) 1.62 -2.47 Beta (against Standard Index) 0.78 1.06 Mean Annual Return 6.03 0.23 R-squared (against Standard Index) 84 92.52 Standard Deviation 9.20 11.89 Sharpe Ratio 0.36 N/A Treynor Ratio 3.84 N/A 10 Years Statistic OAKBX Category Alpha (against Standard Index) 4.89 -2.17 Beta (against Standard Index) 0.76 1.05 Mean Annual Return 9.51 0.26 R-squared (against Standard Index) 72 86.72 Standard Deviation 8.99 11.31 Sharpe Ratio 0.74 N/A Treynor Ratio 8.57 N/A
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