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Oakmark I (OAKMX)

On Feb 9: 35.48   0.44 (1.26%)

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Risk  As of 31-Jan-10 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 (2009): 44.77% Worst 1 Yr Total Return (2008): -32.61% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic OAKMX Category Alpha (against Standard Index) 5.18 0.23 Beta (against Standard Index) 1.14 1.01 Mean Annual Return -3.97 -0.44 R-squared (against Standard Index) 92 95.71 Standard Deviation 23.52 20.52 Sharpe Ratio -0.14 N/A Treynor Ratio -5.25 N/A 5 Years Statistic OAKMX Category Alpha (against Standard Index) 1.94 0.14 Beta (against Standard Index) 1.11 1.01 Mean Annual Return 1.57 0.14 R-squared (against Standard Index) 90 95.11 Standard Deviation 18.60 16.67 Sharpe Ratio 0.02 N/A Treynor Ratio -1.22 N/A 10 Years Statistic OAKMX Category Alpha (against Standard Index) 6.96 0.86 Beta (against Standard Index) 0.91 0.96 Mean Annual Return 6.37 0.12 R-squared (against Standard Index) 73 91.07 Standard Deviation 17.12 16.26 Sharpe Ratio 0.29 N/A Treynor Ratio 3.90 N/A
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