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| Morningstar Return Rating: | Above average | | Year to Date Return: | 61.89% | | 5-Year Average Return: | 6.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 31.72% | |
Worst 1-Yr Total Return (2008): | -45.81% | |
Best 3-Yr Total Return (2005-7): | 14.23% | |
Worst 3-Yr Total Return (2006-8): | -9.49% |
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| 1-Year: | 10.67% | | 3-Year: | 3.04% | | 5-Year: | 6.09% | | 10-Year: | -7.48% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OATCX | Category | Diff | Index* | Diff | | Year To Date | 61.89 | 51.81 | 10.08 | 24.07 | 37.82 | | 1-Month | 7.34 | 5.12 | 2.22 | 6.00 | 1.34 | | 3-Month | 12.65 | 7.87 | 4.78 | 7.91 | 4.74 | | 1-Year | 67.57 | 57.69 | 9.88 | 25.39 | 42.18 | | 3-Year | 4.88 | -1.61 | 6.49 | -5.79 | 10.67 | | 5-Year | 6.29 | 2.56 | 3.73 | 0.71 | 5.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.67 | 59.60 | -4.93 | 45.76 | 8.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.78 | -9.33 | 1.55 | -18.25 | 10.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OATCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.81 | -45.33 | -0.48 | | 2007 | | | 31.72 | 16.12 | 15.60 | | 2006 | | | 3.89 | 7.08 | -3.19 | | 2005 | | | 8.91 | 5.76 | 3.15 | | 2004 | | | 4.91 | 4.24 | 0.67 | | 2003 | | | N/A | 55.77 | N/A | | 2002 | | | N/A | -42.86 | N/A | | 2001 | | | N/A | -36.89 | N/A | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OATCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.43 | 20.04 | 19.41 | N/A | | 2008 | -16.97 | 0.78 | -15.07 | -23.75 | | 2007 | 1.56 | 11.29 | 14.01 | 2.22 | | 2006 | 5.02 | -8.56 | 2.45 | 5.60 | | 2005 | -8.56 | 2.22 | 10.01 | 5.92 | | 2004 | -0.46 | 1.67 | -9.61 | 14.68 | | 2003 | N/A | N/A | N/A | 11.46 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 215 | 0.00 | | 1-Month | 0 | 229 | 0.00 | | 3-Month | 0 | 229 | 0.00 | | 6-Month | 26 | 217 | 11.98 | | 1-Year | | 207 | N/A | | 3-Year | | 198 | N/A | | 5-Year | | 186 | N/A |
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0.63% Nasdaq 
0.03%
Performance
