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Oakmark International Small Cap I (OAKEX)

On Dec 4: 12.09   0.06 (0.49%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Above average Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2006): 34.90% Worst 1 Yr Total Return (2008): -45.71% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic OAKEX Category Alpha (against Standard Index) 3.30 1.33 Beta (against Standard Index) 1.14 1.08 Mean Annual Return -4.11 -0.13 R-squared (against Standard Index) 85 92.55 Standard Deviation 29.50 27.04 Sharpe Ratio -0.07 N/A Treynor Ratio -5.72 N/A 5 Years Statistic OAKEX Category Alpha (against Standard Index) 3.01 0.73 Beta (against Standard Index) 1.11 1.08 Mean Annual Return 7.77 0.67 R-squared (against Standard Index) 84 91.65 Standard Deviation 24.03 22.38 Sharpe Ratio 0.31 N/A Treynor Ratio 4.27 N/A 10 Years Statistic OAKEX Category Alpha (against Standard Index) 8.51 5.32 Beta (against Standard Index) 1.03 1.02 Mean Annual Return 10.39 0.75 R-squared (against Standard Index) 77 78.55 Standard Deviation 21.22 20.91 Sharpe Ratio 0.44 N/A Treynor Ratio 7.18 N/A
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