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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.50% | | 5-Year Average Return: | 0.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.40% | |
Worst 1-Yr Total Return (2008): | -36.06% | |
Best 3-Yr Total Return (2004-6): | 13.29% | |
Worst 3-Yr Total Return (2006-8): | -9.71% |
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| 1-Year: | -7.36% | | 3-Year: | -3.94% | | 5-Year: | 2.79% | | 10-Year: | 6.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OMECX | Category | Diff | Index* | Diff | | Year To Date | 24.50 | 30.74 | -6.24 | 24.07 | 0.43 | | 1-Month | 3.69 | 4.28 | -0.59 | 6.00 | -2.31 | | 3-Month | 3.69 | 5.45 | -1.76 | 7.91 | -4.22 | | 1-Year | 30.90 | 36.41 | -5.51 | 25.39 | 5.51 | | 3-Year | -6.71 | -6.04 | -0.67 | -5.79 | -0.92 | | 5-Year | 0.78 | 0.99 | -0.21 | 0.71 | 0.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.76 | 54.55 | 2.21 | 45.76 | 11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.57 | -16.09 | -4.48 | -18.25 | -2.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OMECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.06 | -39.18 | 3.12 | | 2007 | | | 2.28 | 4.85 | -2.57 | | 2006 | | | 12.54 | 14.03 | -1.49 | | 2005 | | | 10.06 | 9.25 | 0.81 | | 2004 | | | 17.40 | 16.30 | 1.10 | | 2003 | | | 35.05 | 36.28 | -1.23 | | 2002 | | | -15.58 | -16.55 | 0.97 | | 2001 | | | 0.67 | -3.12 | 3.79 | | 2000 | | | 12.99 | 6.36 | 6.63 | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OMECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.82 | 20.14 | 19.53 | N/A | | 2008 | -8.34 | 3.83 | -9.02 | -26.15 | | 2007 | 5.11 | 5.64 | -2.47 | -5.56 | | 2006 | 9.76 | -3.31 | -0.92 | 7.03 | | 2005 | -0.71 | 4.16 | 4.67 | 1.67 | | 2004 | 5.46 | 1.17 | -1.64 | 11.87 | | 2003 | -4.87 | 18.13 | 6.31 | 13.04 | | 2002 | 7.14 | -8.31 | -18.02 | 4.81 | | 2001 | -9.86 | 12.76 | -15.91 | 17.79 | | 2000 | 8.56 | -1.85 | 8.53 | -2.30 | | 1999 | N/A | N/A | N/A | 14.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 301 | 450 | 66.89 | | 1-Month | 124 | 479 | 25.89 | | 3-Month | 295 | 476 | 61.97 | | 6-Month | 245 | 472 | 51.91 | | 1-Year | 200 | 450 | 44.44 | | 3-Year | 163 | 367 | 44.41 | | 5-Year | 146 | 293 | 49.83 |
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0.51% Nasdaq 
Performance
