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Oakmark Select I (OAKLX)

On Dec 28: 24.42   0.03 (0.12%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: High Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2006): 13.60% Worst 1 Yr Total Return (2008): -36.22% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic OAKLX Category Alpha (against Standard Index) 2.17 0.06 Beta (against Standard Index) 1.21 1.00 Mean Annual Return -6.15 -0.33 R-squared (against Standard Index) 87 95.82 Standard Deviation 25.54 20.42 Sharpe Ratio -0.21 N/A Treynor Ratio -6.97 N/A 5 Years Statistic OAKLX Category Alpha (against Standard Index) 0.46 0.04 Beta (against Standard Index) 1.19 1.01 Mean Annual Return 0.21 0.17 R-squared (against Standard Index) 86 95.19 Standard Deviation 20.42 16.64 Sharpe Ratio -0.03 N/A Treynor Ratio -2.34 N/A 10 Years Statistic OAKLX Category Alpha (against Standard Index) 7.73 0.81 Beta (against Standard Index) 0.93 0.96 Mean Annual Return 7.24 0.14 R-squared (against Standard Index) 69 91.13 Standard Deviation 18.03 16.39 Sharpe Ratio 0.32 N/A Treynor Ratio 4.66 N/A
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