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Oakmark Global I (OAKGX)

On Nov 30: 18.91   0.04 (0.21%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Above average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 24.18% Worst 1 Yr Total Return (2008): -38.78% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic OAKGX Category Alpha (against Standard Index) 1.68 -0.56 Beta (against Standard Index) 0.93 0.91 Mean Annual Return -3.23 -0.21 R-squared (against Standard Index) 85 90.41 Standard Deviation 24.15 22.89 Sharpe Ratio -0.12 N/A Treynor Ratio -6.06 N/A 5 Years Statistic OAKGX Category Alpha (against Standard Index) 1.02 -1.40 Beta (against Standard Index) 0.91 0.90 Mean Annual Return 5.92 0.44 R-squared (against Standard Index) 85 89.02 Standard Deviation 19.49 19.07 Sharpe Ratio 0.24 N/A Treynor Ratio 3.20 N/A 10 Years Statistic OAKGX Category Alpha (against Standard Index) 9.68 0.66 Beta (against Standard Index) 0.95 0.93 Mean Annual Return 11.91 0.36 R-squared (against Standard Index) 71 79.68 Standard Deviation 20.15 19.07 Sharpe Ratio 0.52 N/A Treynor Ratio 9.46 N/A
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