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| Morningstar Return Rating: | Low | | Year to Date Return: | 16.10% | | 5-Year Average Return: | -22.80% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 8.41% | |
Worst 1-Yr Total Return (2008): | -78.68% | |
Best 3-Yr Total Return (2004-6): | 6.18% | |
Worst 3-Yr Total Return (2006-8): | -38.82% |
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| 1-Year: | -67.79% | | 3-Year: | -37.13% | | 5-Year: | -22.78% | | 10-Year: | -10.33% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OCHCX | Category | Diff | Index* | Diff | | Year To Date | 16.10 | 42.53 | -26.43 | 7.61 | 8.49 | | 1-Month | 1.15 | 1.09 | 0.06 | 1.29 | -0.14 | | 3-Month | 7.17 | 7.76 | -0.59 | 2.86 | 4.31 | | 1-Year | 14.42 | 48.90 | -34.48 | 11.63 | 2.79 | | 3-Year | -37.18 | 2.47 | -39.65 | 6.40 | -43.58 | | 5-Year | -22.80 | 4.02 | -26.82 | 5.49 | -28.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 25.94 | 35.54 | -9.6 | 7.06 | 18.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -73.94 | 0.71 | -74.65 | 7.94 | -81.88 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OCHCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -78.68 | -26.41 | -52.27 | | 2007 | | | -0.89 | 1.47 | -2.36 | | 2006 | | | 8.38 | 10.14 | -1.76 | | 2005 | | | 1.89 | 2.59 | -0.70 | | 2004 | | | 8.41 | 9.99 | -1.58 | | 2003 | | | 24.81 | 24.36 | 0.45 | | 2002 | | | -4.23 | -1.52 | -2.71 | | 2001 | | | 0.82 | 2.39 | -1.57 | | 2000 | | | -4.95 | -7.12 | 2.17 | | 1999 | | | 5.70 | 5.05 | 0.65 |
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| PAST QUARTERLY RETURNS (%) FOR
OCHCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.71 | 15.91 | 12.08 | N/A | | 2008 | -9.34 | 4.36 | -21.35 | -71.35 | | 2007 | 2.11 | 0.57 | 0.20 | -3.68 | | 2006 | 2.27 | -0.49 | 2.71 | 3.69 | | 2005 | -1.51 | 1.77 | 0.88 | 0.77 | | 2004 | 1.65 | -0.17 | 3.01 | 3.71 | | 2003 | 5.38 | 9.11 | 2.61 | 5.80 | | 2002 | 0.15 | -4.94 | -4.07 | 4.86 | | 2001 | 4.23 | -2.96 | -5.93 | 5.95 | | 2000 | -1.19 | 1.28 | 0.21 | -5.22 | | 1999 | N/A | N/A | N/A | 2.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 532 | 543 | 97.97 | | 1-Month | 229 | 574 | 39.90 | | 3-Month | 416 | 571 | 72.85 | | 6-Month | 385 | 559 | 68.87 | | 1-Year | 447 | 543 | 82.32 | | 3-Year | 393 | 467 | 84.15 | | 5-Year | 333 | 403 | 82.63 |
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0.49% Nasdaq 
Performance
