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| Morningstar Return Rating: | High | | Year to Date Return: | 51.01% | | 5-Year Average Return: | 6.23% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 30.07% | |
Worst 1-Yr Total Return (2008): | -41.35% | |
Best 3-Yr Total Return (2004-6): | 20.69% | |
Worst 3-Yr Total Return (2006-8): | -8.91% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OARIX | Category | Diff | Index* | Diff | | Year To Date | 51.01 | 28.50 | 22.51 | 29.91 | 21.1 | | 1-Month | 2.11 | 2.93 | -0.82 | 2.00 | 0.11 | | 3-Month | 5.23 | 4.52 | 0.71 | 4.58 | 0.65 | | 1-Year | 56.18 | 37.87 | 18.31 | 37.72 | 18.46 | | 3-Year | -3.31 | -5.94 | 2.63 | -5.52 | 2.21 | | 5-Year | 6.23 | 3.48 | 2.75 | 4.13 | 2.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 83.22 | 59.57 | 23.65 | 59.35 | 23.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.79 | -11.44 | 13.23 | -14.95 | 16.74 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OARIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.35 | -42.41 | 1.06 | | 2007 | | | -0.94 | 9.01 | -9.95 | | 2006 | | | 30.07 | 25.98 | 4.09 | | 2005 | | | 13.80 | 13.19 | 0.61 | | 2004 | | | 18.78 | 21.99 | -3.21 | | 2003 | | | 37.37 | 39.07 | -1.70 | | 2002 | | | -8.77 | -12.37 | 3.60 | | 2001 | | | -5.42 | -15.98 | 10.56 | | 2000 | | | 12.21 | -6.76 | 18.97 | | 1999 | | | N/A | 30.02 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OARIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.07 | 33.23 | 23.81 | N/A | | 2008 | -11.11 | -9.04 | -7.56 | -21.53 | | 2007 | 4.79 | 3.13 | -3.63 | -4.89 | | 2006 | 10.04 | 2.80 | 5.01 | 9.49 | | 2005 | 2.09 | -0.14 | 8.96 | 2.45 | | 2004 | 3.57 | 1.78 | -0.26 | 12.98 | | 2003 | -11.82 | 25.26 | 7.60 | 15.59 | | 2002 | 11.39 | -2.35 | -22.97 | 8.89 | | 2001 | -8.86 | 9.87 | -19.44 | 17.26 | | 2000 | -0.27 | 6.96 | -2.30 | 7.66 | | 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 | 3 | 340 | 0.88 | | 1-Month | 28 | 354 | 7.91 | | 3-Month | 14 | 354 | 3.95 | | 6-Month | 10 | 352 | 2.84 | | 1-Year | 6 | 338 | 1.78 | | 3-Year | 25 | 265 | 9.43 | | 5-Year | 5 | 199 | 2.51 |
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0.51% Nasdaq 
Performance
