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| Morningstar Return Rating: | Low | | Year to Date Return: | 16.13% | | 5-Year Average Return: | -3.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.35% | |
Worst 1-Yr Total Return (2008): | -42.59% | |
Best 3-Yr Total Return (2004-6): | 6.88% | |
Worst 3-Yr Total Return (2006-8): | -13.62% |
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| 1-Year: | -17.53% | | 3-Year: | -10.01% | | 5-Year: | -3.56% | | 10-Year: | 0.35% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OASCX | Category | Diff | Index* | Diff | | Year To Date | 16.13 | 18.16 | -2.03 | N/A | N/A | | 1-Month | -1.03 | -1.24 | 0.21 | N/A | N/A | | 3-Month | 4.60 | 4.71 | -0.11 | N/A | N/A | | 1-Year | 1.05 | 15.73 | -14.68 | N/A | N/A | | 3-Year | -10.88 | -2.66 | -8.22 | N/A | N/A | | 5-Year | -3.87 | 2.10 | -5.97 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.28 | 33.32 | -0.04 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.83 | -8.51 | -19.32 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OASCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.59 | -28.00 | -14.59 | | 2007 | | | 2.69 | 5.99 | -3.30 | | 2006 | | | 9.35 | 11.29 | -1.94 | | 2005 | | | 2.71 | 5.13 | -2.42 | | 2004 | | | 8.71 | 8.86 | -0.15 | | 2003 | | | 22.96 | 20.35 | 2.61 | | 2002 | | | -11.35 | -12.02 | 0.67 | | 2001 | | | 0.84 | -5.05 | 5.89 | | 2000 | | | 5.71 | 1.82 | 3.89 | | 1999 | | | 9.70 | 10.71 | -1.01 |
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| PAST QUARTERLY RETURNS (%) FOR
OASCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.91 | 13.43 | 9.95 | N/A | | 2008 | -7.07 | -0.04 | -12.96 | -29.01 | | 2007 | 1.93 | 3.02 | 0.33 | -2.53 | | 2006 | 1.56 | -2.57 | 4.88 | 5.36 | | 2005 | -1.44 | 2.35 | 2.63 | -0.79 | | 2004 | 1.93 | -1.18 | 0.50 | 7.39 | | 2003 | -1.29 | 11.84 | 3.02 | 8.12 | | 2002 | 0.41 | -7.55 | -10.22 | 6.37 | | 2001 | -1.25 | 5.75 | -11.24 | 8.79 | | 2000 | 5.57 | 0.37 | 0.51 | -0.75 | | 1999 | N/A | N/A | N/A | 5.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 896 | 1211 | 73.99 | | 1-Month | 666 | 1258 | 52.94 | | 3-Month | 1067 | 1256 | 84.95 | | 6-Month | 829 | 1220 | 67.95 | | 1-Year | 911 | 1204 | 75.66 | | 3-Year | 740 | 950 | 77.89 | | 5-Year | 621 | 796 | 78.02 |
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