|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 48.74% | | 5-Year Average Return: | 14.92% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 46.70% | |
Worst 1-Yr Total Return (2008): | -58.31% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | 2.67% | | 3-Year: | 3.29% | | 5-Year: | 16.10% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AOTCX | Category | Diff | Index* | Diff | | Year To Date | 48.74 | 59.14 | -10.4 | 27.36 | 21.38 | | 1-Month | -1.96 | -1.32 | -0.64 | -1.25 | -0.71 | | 3-Month | 5.42 | 7.70 | -2.28 | 8.10 | -2.68 | | 1-Year | 43.03 | 56.66 | -13.63 | 27.71 | 15.32 | | 3-Year | 0.61 | 2.92 | -2.31 | -5.22 | 5.83 | | 5-Year | 14.92 | 14.22 | 0.7 | 5.10 | 9.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 77.41 | 84.39 | -6.98 | 59.35 | 18.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.59 | -6.80 | -15.79 | -14.95 | -7.64 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AOTCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 70.56 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
AOTCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.97 | 31.01 | 19.35 | N/A | | 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 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 321 | 365 | 87.95 | | 1-Month | 64 | 381 | 16.80 | | 3-Month | 201 | 374 | 53.74 | | 6-Month | 326 | 371 | 87.87 | | 1-Year | 268 | 346 | 77.46 | | 3-Year | 174 | 260 | 66.92 | | 5-Year | | 193 | N/A |
|
|
|
|
|