|
| Morningstar Return Rating: | Average | | Year to Date Return: | 10.63% | | 5-Year Average Return: | 5.20% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.50% | |
Worst 1-Yr Total Return (2005): | 2.28% | |
Best 3-Yr Total Return (2006-8): | 4.20% | |
Worst 3-Yr Total Return (2004-6): | 3.73% |
|
| 1-Year: | 6.08% | | 3-Year: | 4.45% | | 5-Year: | 3.91% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OAFJX | Category | Diff | Index* | Diff | | Year To Date | 10.63 | 14.86 | -4.23 | 7.61 | 3.02 | | 1-Month | 1.08 | 1.13 | -0.05 | 1.29 | -0.21 | | 3-Month | 2.89 | 3.76 | -0.87 | 2.86 | 0.03 | | 1-Year | 13.68 | 18.84 | -5.16 | 11.63 | 2.05 | | 3-Year | 6.27 | 4.58 | 1.69 | 6.40 | -0.13 | | 5-Year | 5.20 | 4.20 | 1 | 5.49 | -0.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.44 | 13.91 | -6.47 | 7.06 | 0.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.89 | 6.57 | 2.32 | 7.94 | 0.95 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OAFJX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.08 | -4.70 | 7.78 | | 2007 | | | 5.50 | 4.70 | 0.80 | | 2006 | | | 4.03 | 4.15 | -0.12 | | 2005 | | | 2.28 | 1.80 | 0.48 | | 2004 | | | 4.91 | 3.91 | 1.00 | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
OAFJX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.23 | 2.43 | 3.80 | N/A | | 2008 | 1.57 | -0.19 | -0.76 | 2.45 | | 2007 | 1.30 | -0.60 | 2.09 | 2.63 | | 2006 | -0.37 | 0.06 | 3.11 | 1.21 | | 2005 | -0.21 | 1.74 | 0.00 | 0.73 | | 2004 | 1.18 | 0.36 | 2.14 | 1.14 | | 2003 | N/A | N/A | N/A | 1.12 | | 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 | 799 | 1126 | 70.96 | | 1-Month | 712 | 1168 | 60.96 | | 3-Month | 764 | 1158 | 65.98 | | 6-Month | 923 | 1140 | 80.96 | | 1-Year | 701 | 1120 | 62.59 | | 3-Year | 220 | 970 | 22.68 | | 5-Year | 184 | 854 | 21.55 |
|
|
|
|
|
0.67% Nasdaq 0.00%
0.10 (0.97%) 
Performance
