|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 7.14% | | 5-Year Average Return: | 3.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.58% | |
Worst 1-Yr Total Return (2008): | -0.03% | |
Best 3-Yr Total Return (2005-7): | 3.78% | |
Worst 3-Yr Total Return (2004-6): | 2.50% |
|
| 1-Year: | 1.66% | | 3-Year: | 3.04% | | 5-Year: | 2.78% | | 10-Year: | 3.80% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OIRAX | Category | Diff | Index* | Diff | | Year To Date | 7.14 | 9.71 | -2.57 | 7.61 | -0.47 | | 1-Month | 0.67 | 0.67 | 0 | 1.29 | -0.62 | | 3-Month | 1.77 | 2.20 | -0.43 | 2.86 | -1.09 | | 1-Year | 9.26 | 11.11 | -1.85 | 11.63 | -2.37 | | 3-Year | 4.22 | 3.58 | 0.64 | 6.40 | -2.18 | | 5-Year | 3.75 | 3.39 | 0.36 | 5.49 | -1.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.81 | 7.66 | -2.85 | 7.06 | -2.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.86 | 4.29 | -0.43 | 7.94 | -4.08 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OIRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.03 | -4.23 | 4.20 | | 2007 | | | 5.58 | 4.29 | 1.29 | | 2006 | | | 4.04 | 4.05 | -0.01 | | 2005 | | | 1.75 | 1.45 | 0.30 | | 2004 | | | 1.74 | 1.63 | 0.11 | | 2003 | | | N/A | 2.54 | N/A | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
OIRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.84 | 1.66 | 2.20 | N/A | | 2008 | 0.57 | 0.56 | -0.21 | -0.95 | | 2007 | 1.30 | 0.50 | 1.99 | 1.67 | | 2006 | 0.49 | 0.63 | 1.88 | 0.98 | | 2005 | -0.13 | 1.15 | 0.18 | 0.54 | | 2004 | 0.73 | 0.66 | 0.32 | 0.02 | | 2003 | N/A | N/A | N/A | 0.75 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 271 | 418 | 64.83 | | 1-Month | 347 | 434 | 79.95 | | 3-Month | 298 | 433 | 68.82 | | 6-Month | 296 | 424 | 69.81 | | 1-Year | 219 | 418 | 52.39 | | 3-Year | 156 | 377 | 41.38 | | 5-Year | 125 | 313 | 39.94 |
|
|
|
|
|
0.20% Nasdaq 
0.01 (0.10%) 
Performance
