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Friday, December 25, 2009, 8:05AM ET - U.S. Markets Closed for Christmas. Dow  0.51% Nasdaq  0.71%

Oakmark II (OARMX)

On Dec 24: 37.34   0.19 (0.51%)

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Risk  As of 30-Nov-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): 17.82% Worst 1 Yr Total Return (2008): -32.81% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic OARMX Category Alpha (against Standard Index) 5.07 0.06 Beta (against Standard Index) 1.14 1.00 Mean Annual Return -2.43 -0.33 R-squared (against Standard Index) 92 95.82 Standard Deviation 23.44 20.42 Sharpe Ratio -0.08 N/A Treynor Ratio -4.14 N/A 5 Years Statistic OARMX Category Alpha (against Standard Index) 1.49 0.04 Beta (against Standard Index) 1.10 1.01 Mean Annual Return 1.70 0.17 R-squared (against Standard Index) 90 95.19 Standard Deviation 18.56 16.64 Sharpe Ratio 0.03 N/A Treynor Ratio -1.17 N/A 10 Years Statistic OARMX Category Alpha (against Standard Index) 5.67 0.81 Beta (against Standard Index) 0.91 0.96 Mean Annual Return 5.23 0.14 R-squared (against Standard Index) 72 91.13 Standard Deviation 17.35 16.39 Sharpe Ratio 0.22 N/A Treynor Ratio 2.53 N/A
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