 |
|
| Growth of $10,000 | 10-31-09 | | |
 | Fund: Oakmark Global I | |  | Category: World Stock | |  | Index: MSCI EAFE NR USD | | |
| Performance History | 11-20-09 | | |
| | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 |
YTD
| | Total Return % | -2.1 | 49.0 | 15.6 | 13.2 | 24.2 | 7.3 | -38.8 | 35.3 | | +/- Index | --- | --- | --- | --- | --- | --- | --- | 5.7 | | +/- Category | 17.3 | 14.5 | 0.4 | 1.6 | 4.5 | -4.0 | 3.1 | 9.4 | | % Rank in Category | 3 | 6 | 44 | 39 | 14 | 69 | 28 | 28 | | Fund Category | WS | WS | WS | WS | WS | WS | WS | WS | | ||||||||
| See fund category codes | ||||||||
| | | | | | | | | |
| Trailing Total Returns | through 11-20-09 | | |
| | Total Return % | +/-
MSCI EAFE NR USD | +/-
MSCI World NR USD | % Rank in Cat | | 1-Day | -0.32 | 0.44 | 0.22 | 17 | | 1-Week | -2.12 | -0.19 | -1.09 | 98 | | 1-Month | -3.81 | -0.68 | -2.26 | 95 | | 3-Month | 6.40 | -1.28 | -1.87 | 85 | | Year-to-date | 35.33 | 5.72 | 8.04 | 28 | | 1-Year | 61.28 | 8.60 | 9.16 | 43 | | 3-Year Annualized | -2.84 | 1.91 | 2.38 | 38 | | 5-Year Annualized | 5.47 | 1.21 | 3.00 | 23 | | 10-Yr Annualized | 12.15 | 10.33 | 11.95 | 1 | | | | | | |
| Historical Quarterly Returns | | | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.70 | 29.53 | 20.95 | --- | | 2008 | -8.42 | -3.31 | -8.95 | -24.07 | | 2007 | 4.98 | 5.54 | 0.25 | -3.38 | | 2006 | 6.86 | 0.80 | 5.58 | 9.19 | | 2005 | 0.60 | 0.64 | 8.29 | 3.29 | | 2004 | 3.89 | 1.40 | -2.86 | 13.00 | | 2003 | -10.55 | 33.51 | 9.55 | 13.88 |
|
|
|
|
|
