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| Morningstar Return Rating: | Low | | Year to Date Return: | 47.42% | | 5-Year Average Return: | -1.14% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 10.03% | |
Worst 1-Yr Total Return (2008): | -41.86% | |
Best 3-Yr Total Return (2004-6): | 8.17% | |
Worst 3-Yr Total Return (2006-8): | -17.04% |
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| 1-Year: | 10.78% | | 3-Year: | -5.71% | | 5-Year: | 0.04% | | 10-Year: | 2.75% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OCACX | Category | Diff | Index* | Diff | | Year To Date | 47.42 | 16.73 | 30.69 | 11.61 | 35.81 | | 1-Month | -4.51 | -2.81 | -1.7 | -2.10 | -2.41 | | 3-Month | 19.00 | 6.10 | 12.9 | 3.15 | 15.85 | | 1-Year | 26.74 | 13.66 | 13.08 | 13.60 | 13.14 | | 3-Year | -7.47 | 1.59 | -9.06 | 4.17 | -11.64 | | 5-Year | -1.14 | 2.76 | -3.9 | 4.15 | -5.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.56 | 13.15 | 25.41 | 9.40 | 29.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.51 | 0.71 | -13.22 | 5.67 | -18.18 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OCACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.86 | -11.05 | -30.81 | | 2007 | | | -8.14 | 0.71 | -8.85 | | 2006 | | | 6.90 | 4.58 | 2.32 | | 2005 | | | 10.03 | 3.93 | 6.10 | | 2004 | | | 7.61 | 4.37 | 3.24 | | 2003 | | | 4.89 | 4.27 | 0.62 | | 2002 | | | 7.60 | 8.03 | -0.43 | | 2001 | | | 2.88 | 3.84 | -0.96 | | 2000 | | | 11.75 | 12.79 | -1.04 | | 1999 | | | -7.24 | -4.60 | -2.64 |
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| PAST QUARTERLY RETURNS (%) FOR
OCACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 9.20 | 10.72 | 27.68 | N/A | | 2008 | -7.81 | -1.08 | -11.95 | -27.59 | | 2007 | 0.95 | -1.01 | -4.42 | -3.84 | | 2006 | 1.40 | -0.30 | 4.00 | 1.68 | | 2005 | 3.30 | 4.83 | 0.86 | 0.75 | | 2004 | 2.93 | -4.59 | 6.07 | 3.31 | | 2003 | -3.96 | 3.67 | -0.35 | 5.71 | | 2002 | 0.09 | 3.43 | 5.48 | -1.46 | | 2001 | 1.19 | -0.25 | 3.54 | -1.57 | | 2000 | 2.60 | 1.37 | 2.95 | 4.37 | | 1999 | N/A | N/A | N/A | -3.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1 | 164 | 0.61 | | 1-Month | 164 | 164 | 100.00 | | 3-Month | 3 | 164 | 1.83 | | 6-Month | 3 | 164 | 1.83 | | 1-Year | 2 | 163 | 1.23 | | 3-Year | 116 | 152 | 76.32 | | 5-Year | 107 | 141 | 75.89 |
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0.24% Nasdaq 
0.02%
Performance
