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| Morningstar Return Rating: | Average | | Year to Date Return: | 61.97% | | 5-Year Average Return: | 18.74% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 36.64% | |
Worst 1-Yr Total Return (2008): | -26.56% | |
Best 3-Yr Total Return (2005-7): | 28.57% | |
Worst 3-Yr Total Return (2006-8): | 7.40% |
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| 1-Year: | 34.89% | | 3-Year: | 12.15% | | 5-Year: | 15.20% | | 10-Year: | 16.65% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OCMGX | Category | Diff | Index* | Diff | | Year To Date | 61.97 | 62.24 | -0.27 | 0.97 | 61 | | 1-Month | 21.58 | 18.76 | 2.82 | 0.03 | 21.55 | | 3-Month | 29.34 | 28.53 | 0.81 | 0.09 | 29.25 | | 1-Year | 100.14 | 102.96 | -2.82 | 1.34 | 98.8 | | 3-Year | 12.46 | 10.41 | 2.05 | 3.61 | 8.85 | | 5-Year | 18.74 | 17.29 | 1.45 | 3.76 | 14.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.86 | 43.48 | -4.62 | 0.68 | 38.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 13.61 | 5.17 | 8.44 | 2.21 | 11.4 |
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| | * Index means [
ML USD LIBOR 3 Mon CM
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OCMGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.56 | -29.85 | 3.29 | | 2007 | | | 23.45 | 23.19 | 0.26 | | 2006 | | | 36.64 | 31.64 | 5.00 | | 2005 | | | 25.99 | 30.81 | -4.82 | | 2004 | | | -13.59 | -8.21 | -5.38 | | 2003 | | | 48.31 | 57.15 | -8.84 | | 2002 | | | 93.25 | 63.93 | 29.32 | | 2001 | | | 31.10 | 19.57 | 11.53 | | 2000 | | | -21.14 | -16.92 | -4.22 | | 1999 | | | -2.47 | 6.16 | -8.63 |
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| PAST QUARTERLY RETURNS (%) FOR
OCMGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 11.80 | 4.81 | 19.76 | N/A | | 2008 | 2.41 | 3.81 | -31.37 | 0.66 | | 2007 | -0.72 | 0.11 | 18.28 | 5.02 | | 2006 | 23.26 | 3.86 | -8.09 | 16.12 | | 2005 | -5.89 | -0.74 | 18.35 | 13.96 | | 2004 | -2.47 | -20.67 | 15.09 | -2.97 | | 2003 | -9.63 | 9.48 | 21.50 | 23.38 | | 2002 | 39.67 | 15.96 | 4.42 | 14.27 | | 2001 | 0.80 | 20.21 | 10.18 | -1.81 | | 2000 | -10.57 | 0.95 | -11.48 | -1.32 | | 1999 | N/A | N/A | N/A | -12.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 34 | 74 | 45.95 | | 1-Month | 29 | 75 | 38.67 | | 3-Month | 20 | 75 | 26.67 | | 6-Month | 22 | 75 | 29.33 | | 1-Year | 31 | 74 | 41.89 | | 3-Year | 15 | 61 | 24.59 | | 5-Year | 21 | 60 | 35.00 |
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