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Thursday, January 7, 2010, 9:51PM ET - U.S. Markets Closed. Dow  0.31% Nasdaq  0.05%

Oak Value (OAKVX)

On Jan 7: 19.71   0.04 (0.20%)

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Risk  As of 30-Nov-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): 14.18% Worst 1 Yr Total Return (2008): -33.71% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic OAKVX Category Alpha (against Standard Index) 3.55 0.06 Beta (against Standard Index) 1.04 1.00 Mean Annual Return -2.82 -0.33 R-squared (against Standard Index) 93 95.82 Standard Deviation 21.27 20.42 Sharpe Ratio -0.14 N/A Treynor Ratio -4.91 N/A 5 Years Statistic OAKVX Category Alpha (against Standard Index) 0.72 0.04 Beta (against Standard Index) 1.02 1.01 Mean Annual Return 1.28 0.17 R-squared (against Standard Index) 91 95.19 Standard Deviation 17.10 16.64 Sharpe Ratio -0.01 N/A Treynor Ratio -1.68 N/A 10 Years Statistic OAKVX Category Alpha (against Standard Index) 3.17 0.81 Beta (against Standard Index) 0.92 0.96 Mean Annual Return 2.65 0.14 R-squared (against Standard Index) 75 91.13 Standard Deviation 17.24 16.39 Sharpe Ratio 0.07 N/A Treynor Ratio -0.30 N/A
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