|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 40.77% | | 5-Year Average Return: | 1.70% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 17.82% | |
Worst 1-Yr Total Return (2008): | -32.81% | |
Best 3-Yr Total Return (2004-6): | 8.92% | |
Worst 3-Yr Total Return (2006-8): | -8.75% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OARMX | Category | Diff | Index* | Diff | | Year To Date | 40.77 | 25.10 | 15.67 | 24.07 | 16.7 | | 1-Month | 6.67 | 5.28 | 1.39 | 6.00 | 0.67 | | 3-Month | 8.69 | 7.01 | 1.68 | 7.91 | 0.78 | | 1-Year | 47.37 | 28.01 | 19.36 | 25.39 | 21.98 | | 3-Year | -2.43 | -5.87 | 3.44 | -5.79 | 3.36 | | 5-Year | 1.70 | 0.64 | 1.06 | 0.71 | 0.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.04 | 46.08 | 18.96 | 45.76 | 19.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.54 | -17.41 | 9.87 | -18.25 | 10.71 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OARMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.81 | -37.79 | 4.98 | | 2007 | | | -4.01 | 6.16 | -10.17 | | 2006 | | | 17.82 | 14.17 | 3.65 | | 2005 | | | -1.56 | 5.88 | -7.44 | | 2004 | | | 11.40 | 10.02 | 1.38 | | 2003 | | | 24.79 | 27.05 | -2.26 | | 2002 | | | -14.55 | -22.25 | 7.70 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
OARMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.62 | 23.22 | 20.38 | N/A | | 2008 | -7.48 | -4.24 | -1.51 | -23.00 | | 2007 | -0.35 | 6.25 | -3.01 | -6.52 | | 2006 | 3.73 | -0.47 | 5.47 | 8.20 | | 2005 | -2.28 | 0.17 | -0.52 | 1.09 | | 2004 | 1.36 | 2.14 | -0.72 | 8.39 | | 2003 | -4.16 | 16.82 | 0.21 | 11.23 | | 2002 | 4.14 | -8.39 | -16.62 | 7.42 | | 2001 | N/A | N/A | -9.05 | 10.82 | | 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 | 80 | 2021 | 3.96 | | 1-Month | 316 | 2113 | 14.96 | | 3-Month | 146 | 2091 | 6.98 | | 6-Month | 61 | 2064 | 2.96 | | 1-Year | 83 | 2011 | 4.13 | | 3-Year | 126 | 1707 | 7.38 | | 5-Year | 267 | 1360 | 19.63 |
|
|
|
|
|
0.02% Nasdaq 0.00%
0.06 (0.16%) 
Performance
