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Sunday, December 27, 2009, 12:08PM ET - U.S. Markets Closed. Dow  0.51% Nasdaq  0.71%

Oakmark Equity & Income II (OARBX)

On Dec 24: 25.57   0.04 (0.16%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2007): 11.59% Worst 1 Yr Total Return (2008): -16.47% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic OARBX Category Alpha (against Standard Index) 1.98 -2.96 Beta (against Standard Index) 0.80 1.07 Mean Annual Return 3.34 -0.09 R-squared (against Standard Index) 87 93.10 Standard Deviation 11.36 14.78 Sharpe Ratio 0.15 N/A Treynor Ratio 1.34 N/A 5 Years Statistic OARBX Category Alpha (against Standard Index) 1.31 -2.53 Beta (against Standard Index) 0.78 1.06 Mean Annual Return 5.82 0.24 R-squared (against Standard Index) 85 92.17 Standard Deviation 9.22 11.94 Sharpe Ratio 0.34 N/A Treynor Ratio 3.61 N/A 10 Years Statistic OARBX Category Alpha (against Standard Index) 4.82 -2.27 Beta (against Standard Index) 0.77 1.06 Mean Annual Return 9.58 0.27 R-squared (against Standard Index) 72 86.88 Standard Deviation 9.02 11.38 Sharpe Ratio 0.75 N/A Treynor Ratio 8.70 N/A
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