|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 31.37% | | 5-Year Average Return: | 5.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.67% | |
Worst 1-Yr Total Return (2008): | -38.99% | |
Best 3-Yr Total Return (2004-6): | 17.21% | |
Worst 3-Yr Total Return (2006-8): | -6.92% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OARGX | Category | Diff | Index* | Diff | | Year To Date | 31.37 | 25.91 | 5.46 | 27.36 | 4.01 | | 1-Month | -2.64 | -2.31 | -0.33 | -1.25 | -1.39 | | 3-Month | 4.93 | 5.52 | -0.59 | 8.10 | -3.17 | | 1-Year | 19.47 | 22.45 | -2.98 | 27.71 | -8.24 | | 3-Year | -3.56 | -5.03 | 1.47 | -5.22 | 1.66 | | 5-Year | 5.57 | 3.41 | 2.16 | 5.10 | 0.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.09 | 50.04 | 17.05 | 59.35 | 7.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.90 | -12.42 | 1.52 | -14.95 | 4.05 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OARGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.99 | -41.91 | 2.92 | | 2007 | | | 6.88 | 11.28 | -4.40 | | 2006 | | | 23.67 | 19.72 | 3.95 | | 2005 | | | 12.87 | 11.61 | 1.26 | | 2004 | | | 15.34 | 15.27 | 0.07 | | 2003 | | | 48.43 | 34.49 | 13.94 | | 2002 | | | -2.49 | -19.36 | 16.87 | | 2001 | | | N/A | -17.51 | N/A | | 2000 | | | N/A | -9.14 | N/A | | 1999 | | | N/A | 41.13 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
OARGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.73 | 29.46 | 20.81 | N/A | | 2008 | -8.50 | -3.37 | -9.09 | -24.09 | | 2007 | 4.93 | 5.39 | 0.18 | -3.53 | | 2006 | 6.77 | 0.69 | 5.49 | 9.05 | | 2005 | 0.51 | 0.60 | 8.20 | 3.18 | | 2004 | 3.77 | 1.36 | -2.88 | 12.92 | | 2003 | -10.76 | 33.48 | 9.42 | 13.88 | | 2002 | 10.79 | -6.81 | -17.84 | 14.95 | | 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 | 214 | 767 | 27.90 | | 1-Month | 768 | 844 | 91.00 | | 3-Month | 680 | 830 | 81.93 | | 6-Month | 204 | 787 | 25.92 | | 1-Year | 367 | 741 | 49.53 | | 3-Year | 171 | 530 | 32.26 | | 5-Year | 98 | 434 | 22.58 |
|
|
|
|
|
1.36% Nasdaq 
0.03 (0.16%) 
Performance
