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| Morningstar Return Rating: | Above average | | Year to Date Return: | 41.71% | | 5-Year Average Return: | 5.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.58% | |
Worst 1-Yr Total Return (2008): | -22.67% | |
Best 3-Yr Total Return (2004-6): | 8.68% | |
Worst 3-Yr Total Return (2006-8): | -3.91% |
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| 1-Year: | 12.59% | | 3-Year: | 3.34% | | 5-Year: | 5.05% | | 10-Year: | 5.70% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OHYAX | Category | Diff | Index* | Diff | | Year To Date | 41.71 | 40.95 | 0.76 | 6.24 | 35.47 | | 1-Month | 1.62 | 1.53 | 0.09 | 0.49 | 1.13 | | 3-Month | 7.80 | 8.19 | -0.39 | 2.60 | 5.2 | | 1-Year | 37.29 | 35.58 | 1.71 | 13.79 | 23.5 | | 3-Year | 4.76 | 2.61 | 2.15 | 6.35 | -1.59 | | 5-Year | 5.83 | 4.05 | 1.78 | 5.05 | 0.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.37 | 34.85 | -0.48 | 7.06 | 27.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.08 | 0.91 | 4.17 | 7.94 | -2.86 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OHYAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.67 | -26.41 | 3.74 | | 2007 | | | 1.92 | 1.47 | 0.45 | | 2006 | | | 12.58 | 10.14 | 2.44 | | 2005 | | | 2.68 | 2.59 | 0.09 | | 2004 | | | 11.05 | 9.99 | 1.06 | | 2003 | | | 25.61 | 24.36 | 1.25 | | 2002 | | | -1.20 | -1.52 | 0.32 | | 2001 | | | 5.08 | 2.39 | 2.69 | | 2000 | | | -3.89 | -7.12 | 3.23 | | 1999 | | | 3.11 | 5.05 | -1.94 |
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| PAST QUARTERLY RETURNS (%) FOR
OHYAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.85 | 17.63 | 12.01 | N/A | | 2008 | -3.39 | 1.76 | -6.21 | -16.13 | | 2007 | 2.84 | 0.99 | -0.36 | -1.52 | | 2006 | 3.26 | 0.93 | 3.54 | 4.32 | | 2005 | -0.92 | 1.75 | 1.32 | 0.52 | | 2004 | 2.14 | 0.13 | 3.82 | 4.59 | | 2003 | 5.72 | 9.51 | 2.68 | 5.66 | | 2002 | 0.20 | -3.76 | -3.15 | 5.79 | | 2001 | 4.53 | -0.47 | -4.30 | 5.55 | | 2000 | -3.10 | 1.54 | 1.65 | -3.90 | | 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 | 284 | 547 | 51.92 | | 1-Month | 236 | 577 | 40.90 | | 3-Month | 315 | 573 | 54.97 | | 6-Month | 320 | 553 | 57.87 | | 1-Year | 215 | 546 | 39.38 | | 3-Year | 71 | 471 | 15.07 | | 5-Year | 32 | 401 | 7.98 |
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