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| Morningstar Return Rating: | Below average | | Year to Date Return: | 38.55% | | 5-Year Average Return: | -0.82% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 13.16% | |
Worst 1-Yr Total Return (2008): | -36.37% | |
Best 3-Yr Total Return (2004-6): | 9.02% | |
Worst 3-Yr Total Return (2006-8): | -14.88% |
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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 | OARLX | Category | Diff | Index* | Diff | | Year To Date | 38.55 | 18.65 | 19.9 | 17.05 | 21.5 | | 1-Month | -2.47 | -2.18 | -0.29 | -1.86 | -0.61 | | 3-Month | 7.27 | 5.08 | 2.19 | 5.48 | 1.79 | | 1-Year | 35.78 | 11.86 | 23.92 | 9.80 | 25.98 | | 3-Year | -8.04 | -6.78 | -1.26 | -7.02 | -1.02 | | 5-Year | -0.82 | 0.49 | -1.31 | 0.33 | -1.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 69.91 | 45.26 | 24.65 | 45.76 | 24.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.74 | -15.99 | 12.25 | -18.25 | 14.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OARLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.37 | -37.79 | 1.42 | | 2007 | | | -14.35 | 6.16 | -20.51 | | 2006 | | | 13.16 | 14.17 | -1.01 | | 2005 | | | 4.58 | 5.88 | -1.30 | | 2004 | | | 9.49 | 10.02 | -0.53 | | 2003 | | | 28.66 | 27.05 | 1.61 | | 2002 | | | -12.73 | -22.25 | 9.52 | | 2001 | | | 25.61 | -13.50 | 39.11 | | 2000 | | | 25.42 | -6.31 | 31.73 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OARLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.13 | 25.60 | 20.49 | N/A | | 2008 | -7.75 | -6.86 | -7.19 | -20.21 | | 2007 | -2.19 | 7.70 | -6.52 | -13.02 | | 2006 | 2.41 | -0.86 | 2.92 | 8.30 | | 2005 | 0.06 | -0.33 | 0.36 | 4.49 | | 2004 | 2.40 | -1.60 | 0.98 | 7.62 | | 2003 | -0.55 | 16.07 | 0.00 | 11.46 | | 2002 | 2.43 | -8.16 | -15.65 | 9.97 | | 2001 | 10.63 | 9.15 | -3.91 | 8.25 | | 2000 | 8.85 | -5.29 | 12.69 | 7.96 | | 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 | 40 | 2013 | 1.99 | | 1-Month | 1329 | 2110 | 62.99 | | 3-Month | 146 | 2090 | 6.99 | | 6-Month | 81 | 2049 | 3.95 | | 1-Year | 8 | 1999 | 0.40 | | 3-Year | 937 | 1694 | 55.31 | | 5-Year | 821 | 1352 | 60.72 |
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1.00% Nasdaq 
Performance
