|
| Morningstar Return Rating: | Average | | Year to Date Return: | 14.14% | | 5-Year Average Return: | 0.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.04% | |
Worst 1-Yr Total Return (2008): | -30.36% | |
Best 3-Yr Total Return (2004-6): | 11.74% | |
Worst 3-Yr Total Return (2006-8): | -5.54% |
|
| 1-Year: | -11.82% | | 3-Year: | -6.35% | | 5-Year: | 0.80% | | 10-Year: | 0.51% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OINCX | Category | Diff | Index* | Diff | | Year To Date | 14.14 | 21.73 | -7.59 | 24.07 | -9.93 | | 1-Month | 5.63 | 5.16 | 0.47 | 6.00 | -0.37 | | 3-Month | 7.44 | 6.45 | 0.99 | 7.91 | -0.47 | | 1-Year | 15.59 | 24.67 | -9.08 | 25.39 | -9.8 | | 3-Year | -6.35 | -7.33 | 0.98 | -5.79 | -0.56 | | 5-Year | 0.77 | 0.27 | 0.5 | 0.71 | 0.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.64 | 47.53 | -14.89 | 45.76 | -13.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.75 | -16.99 | -0.76 | -18.25 | 0.5 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OINCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.36 | -37.09 | 6.73 | | 2007 | | | 0.83 | 1.42 | -0.59 | | 2006 | | | 20.04 | 18.15 | 1.89 | | 2005 | | | 5.29 | 5.95 | -0.66 | | 2004 | | | 10.40 | 12.97 | -2.57 | | 2003 | | | 21.61 | 28.44 | -6.83 | | 2002 | | | -19.00 | -18.69 | -0.31 | | 2001 | | | -7.80 | -4.99 | -2.81 | | 2000 | | | 6.14 | 7.87 | -1.73 | | 1999 | | | -0.64 | 6.72 | -7.36 |
|
| PAST QUARTERLY RETURNS (%) FOR
OINCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.97 | 10.69 | 12.97 | N/A | | 2008 | -8.41 | -4.43 | -2.71 | -18.23 | | 2007 | 1.39 | 4.77 | -0.01 | -5.07 | | 2006 | 3.52 | 1.45 | 6.35 | 7.48 | | 2005 | 0.51 | 2.47 | 1.73 | 0.50 | | 2004 | 1.87 | 1.10 | -0.54 | 7.77 | | 2003 | -4.01 | 13.34 | 1.10 | 10.56 | | 2002 | 2.41 | -10.34 | -17.17 | 6.51 | | 2001 | -7.94 | 2.77 | -7.73 | 5.61 | | 2000 | -3.68 | 1.16 | 5.43 | 3.33 | | 1999 | N/A | N/A | N/A | 2.34 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1124 | 1293 | 86.93 | | 1-Month | 133 | 1338 | 9.94 | | 3-Month | 172 | 1329 | 12.94 | | 6-Month | 528 | 1320 | 40.00 | | 1-Year | 963 | 1280 | 75.23 | | 3-Year | 339 | 1088 | 31.16 | | 5-Year | 275 | 917 | 29.99 |
|
|
|
|
|
0.11% Nasdaq 
Performance
