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| Morningstar Return Rating: | | | Year to Date Return: | 35.76% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -5.17% | |
Worst 1-Yr Total Return (2008): | -38.11% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -7.38% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OFSAX | Category | Diff | Index* | Diff | | Year To Date | 35.76 | 19.13 | 16.63 | 17.05 | 18.71 | | 1-Month | -2.03 | -5.65 | 3.62 | -1.86 | -0.17 | | 3-Month | 6.77 | 2.75 | 4.02 | 5.48 | 1.29 | | 1-Year | 32.26 | 11.45 | 20.81 | 9.80 | 22.46 | | 3-Year | N/A | -8.46 | N/A | -7.02 | N/A | | 5-Year | N/A | 0.52 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.85 | 57.02 | 21.83 | 45.76 | 33.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.95 | -18.27 | 3.32 | -18.25 | 3.3 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OFSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.11 | -36.56 | -1.55 | | 2007 | | | -5.17 | -1.10 | -4.07 | | 2006 | | | N/A | 15.03 | N/A | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OFSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.25 | 33.58 | 18.22 | N/A | | 2008 | -11.48 | -3.70 | 2.64 | -29.27 | | 2007 | 5.31 | 9.54 | -11.56 | -7.06 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 57 | 641 | 8.89 | | 1-Month | 19 | 662 | 2.87 | | 3-Month | 58 | 652 | 8.90 | | 6-Month | 207 | 647 | 31.99 | | 1-Year | 5 | 630 | 0.79 | | 3-Year | 126 | 553 | 22.78 | | 5-Year | | 452 | N/A |
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0.22% Nasdaq 
Performance
