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| Morningstar Return Rating: | Below average | | Year to Date Return: | -7.25% | | 5-Year Average Return: | 12.53% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 65.12% | |
Worst 1-Yr Total Return (2008): | -58.31% | |
Best 3-Yr Total Return (2007-9): | 0.33% | |
Worst 3-Yr Total Return (2007-9): | 0.33% |
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| 1-Year: | 64.12% | | 3-Year: | 0.33% | | 5-Year: | 14.16% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AOTCX | Category | Diff | Index* | Diff | | Year To Date | -7.25 | -5.69 | -1.56 | -4.41 | -2.84 | | 1-Month | -7.25 | -5.69 | -1.56 | -4.41 | -2.84 | | 3-Month | 2.97 | 2.78 | 0.19 | -1.09 | 4.06 | | 1-Year | 68.14 | 78.02 | -9.88 | 39.68 | 28.46 | | 3-Year | -2.56 | 0.16 | -2.72 | -7.65 | 5.09 | | 5-Year | 12.53 | 11.75 | 0.78 | 2.99 | 9.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 77.41 | 85.16 | -7.75 | 59.35 | 18.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.59 | -7.44 | -15.15 | -14.95 | -7.64 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AOTCX | Category | Diff | | 2009 | | | 65.12 | 73.81 | -8.69 | | 2008 | | | -58.31 | -54.44 | -3.87 | | 2007 | | | 46.70 | 36.68 | 10.02 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
AOTCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.97 | 31.01 | 19.35 | 8.84 | | 2008 | -11.49 | -0.03 | -31.04 | -31.66 | | 2007 | 7.52 | 18.25 | 11.73 | 3.27 | | 2006 | N/A | N/A | N/A | 18.76 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 319 | 394 | 80.96 | | 1-Month | 323 | 394 | 81.98 | | 3-Month | 243 | 387 | 62.79 | | 6-Month | 317 | 378 | 83.86 | | 1-Year | 279 | 368 | 75.82 | | 3-Year | 202 | 263 | 76.81 | | 5-Year | | 198 | N/A |
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1.52% Nasdaq 0.00%
Performance
