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| Morningstar Return Rating: | Below average | | Year to Date Return: | 49.74% | | 5-Year Average Return: | 15.81% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 47.88% | |
Worst 1-Yr Total Return (2008): | -58.01% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -1.26% | | 3-Year: | 2.14% | | 5-Year: | 15.69% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AOTAX | Category | Diff | Index* | Diff | | Year To Date | 49.74 | 59.14 | -9.4 | 27.36 | 22.38 | | 1-Month | -1.92 | -1.32 | -0.6 | -1.25 | -0.67 | | 3-Month | 5.60 | 7.70 | -2.1 | 8.10 | -2.5 | | 1-Year | 44.17 | 56.66 | -12.49 | 27.71 | 16.46 | | 3-Year | 1.40 | 2.92 | -1.52 | -5.22 | 6.62 | | 5-Year | 15.81 | 14.22 | 1.59 | 5.10 | 10.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.22 | 84.39 | -6.17 | 59.35 | 18.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.99 | -6.80 | -15.19 | -14.95 | -7.04 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AOTAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -58.01 | -54.44 | -3.57 | | 2007 | | | 47.88 | 36.68 | 11.20 | | 2006 | | | N/A | 32.06 | N/A | | 2005 | | | N/A | 31.54 | N/A | | 2004 | | | N/A | 23.54 | N/A | | 2003 | | | N/A | 55.19 | N/A | | 2002 | | | N/A | -6.05 | N/A | | 2001 | | | N/A | -3.83 | N/A | | 2000 | | | N/A | -30.33 | N/A | | 1999 | | | N/A | 70.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AOTAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.79 | 31.29 | 19.63 | N/A | | 2008 | -11.29 | 0.13 | -30.92 | -31.57 | | 2007 | 7.75 | 18.44 | 12.02 | 3.44 | | 2006 | N/A | N/A | N/A | 18.94 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 302 | 365 | 82.74 | | 1-Month | 57 | 381 | 14.96 | | 3-Month | 183 | 374 | 48.93 | | 6-Month | 319 | 371 | 85.98 | | 1-Year | 264 | 346 | 76.30 | | 3-Year | 158 | 260 | 60.77 | | 5-Year | | 193 | N/A |
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0.79% Nasdaq 
Performance
