Finance Home - My Yahoo - Yahoo! - Help

Tuesday, December 15, 2009, 8:12PM ET - U.S. Markets Closed. Dow  0.47% Nasdaq  0.50%

Old Mutual Heitman REIT A (OARTX)

On Dec 15: 6.35   0.07 (1.09%)

MORE ON OARTX

Quotes Summary Historical Prices Charts Interactive Basic Chart Basic Tech. Analysis News & Info Headlines Message Board Fund Profile Performance Holdings Risk Purchase Info Analyst Research Reports

Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Below average Year to Date Return: 18.51% 5-Year Average Return: -1.95% Number of Years Up: 3 Number of Years Down: 2 Best 1-Yr Total Return (2004): 34.64% Worst 1-Yr Total Return (2008): -39.78% Best 3-Yr Total Return (2004-6): 25.68% Worst 3-Yr Total Return (2006-8): -13.40% LOAD ADJUSTED RETURNS   1-Year: -35.65% 3-Year: -16.47% 5-Year: -1.64% 10-Year: 7.31%
TRAILING RETURNS (%) VS. BENCHMARKS   Return OARTX Category Diff Index* Diff Year To Date 18.51 22.99 -4.48 24.07 -5.56 1-Month 6.03 6.66 -0.63 6.00 0.03 3-Month 9.43 8.82 0.61 7.91 1.52 1-Year 33.21 42.04 -8.83 25.39 7.82 3-Year -16.98 -15.72 -1.26 -5.79 -11.19 5-Year -1.95 -1.07 -0.88 0.71 -2.66 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 74.08 78.85 -4.77 45.76 28.32 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -36.01 -30.70 -5.31 -18.25 -17.76 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year OARTX Category Diff 2009 N/A N/A N/A 2008 -39.78 -39.55 -0.23 2007 -18.02 -14.66 -3.36 2006 31.58 33.58 -2.00 2005 12.06 11.51 0.55 2004 34.64 32.02 2.62 2003 N/A 36.80 N/A 2002 N/A 4.54 N/A 2001 N/A 10.00 N/A 2000 N/A 27.02 N/A 1999 N/A -2.76 N/A PAST QUARTERLY RETURNS (%) FOR OARTX   Q1 Q2 Q3 Q4 2009 -30.75 27.88 30.56 N/A 2008 1.34 -4.85 5.75 -40.94 2007 2.63 -10.37 2.51 -13.06 2006 13.58 -1.46 8.49 8.36 2005 -7.20 13.49 2.52 3.79 2004 12.88 -5.64 8.94 16.04 2003 N/A N/A N/A 8.39 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 189 267 70.79 1-Month 245 282 86.88 3-Month 88 276 31.88 6-Month 172 270 63.70 1-Year 191 265 72.08 3-Year 150 228 65.79 5-Year 129 201 64.18
Add to Portfolio     Set Alert     Email to a Friend Get Performance for Another Symbol: Symbol Lookup • Top Performers by Style • Prospectus Finder