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Oakmark I (OAKMX)

On Nov 27: 36.25   0.50 (1.36%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Above average Number of Years Up: 2 Number of Years Down: 3 Best 1 Yr Total Return (2006): 18.26% Worst 1 Yr Total Return (2008): -32.61% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic OAKMX Category Alpha (against Standard Index) 5.32 0.38 Beta (against Standard Index) 1.14 1.00 Mean Annual Return -3.66 -0.41 R-squared (against Standard Index) 92 95.50 Standard Deviation 23.14 20.09 Sharpe Ratio -0.15 N/A Treynor Ratio -5.34 N/A 5 Years Statistic OAKMX Category Alpha (against Standard Index) 1.49 0.26 Beta (against Standard Index) 1.10 1.01 Mean Annual Return 1.30 0.16 R-squared (against Standard Index) 90 94.84 Standard Deviation 18.39 16.47 Sharpe Ratio 0.00 N/A Treynor Ratio -1.57 N/A 10 Years Statistic OAKMX Category Alpha (against Standard Index) 5.24 0.84 Beta (against Standard Index) 0.90 0.97 Mean Annual Return 4.43 0.11 R-squared (against Standard Index) 70 91.16 Standard Deviation 17.30 16.35 Sharpe Ratio 0.17 N/A Treynor Ratio 1.62 N/A
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