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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.54% | | 5-Year Average Return: | 1.32% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.94% | |
Worst 1-Yr Total Return (2008): | -35.41% | |
Best 3-Yr Total Return (2005-7): | 9.45% | |
Worst 3-Yr Total Return (2006-8): | -7.48% |
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| 1-Year: | -1.78% | | 3-Year: | -3.31% | | 5-Year: | 2.20% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OMMCX | Category | Diff | Index* | Diff | | Year To Date | 22.54 | 25.10 | -2.56 | 24.07 | -1.53 | | 1-Month | 3.54 | 5.28 | -1.74 | 6.00 | -2.46 | | 3-Month | 4.47 | 7.01 | -2.54 | 7.91 | -3.44 | | 1-Year | 27.28 | 28.01 | -0.73 | 25.39 | 1.89 | | 3-Year | -4.85 | -5.87 | 1.02 | -5.79 | 0.94 | | 5-Year | 1.32 | 0.64 | 0.68 | 0.71 | 0.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.62 | 46.08 | -3.46 | 45.76 | -3.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.22 | -17.41 | 3.19 | -18.25 | 4.03 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OMMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.41 | -37.79 | 2.38 | | 2007 | | | 7.60 | 6.16 | 1.44 | | 2006 | | | 13.94 | 14.17 | -0.23 | | 2005 | | | 6.95 | 5.88 | 1.07 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OMMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.44 | 17.37 | 14.30 | N/A | | 2008 | -8.75 | 0.42 | -13.59 | -18.42 | | 2007 | 2.48 | 5.21 | 1.94 | -2.10 | | 2006 | 5.98 | -1.96 | 2.42 | 7.07 | | 2005 | -1.20 | 1.87 | 5.14 | 1.07 | | 2004 | N/A | N/A | N/A | 8.34 | | 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 | 1293 | 2021 | 63.98 | | 1-Month | 1373 | 2113 | 64.98 | | 3-Month | 1986 | 2091 | 94.98 | | 6-Month | 1878 | 2064 | 90.99 | | 1-Year | 817 | 2011 | 40.63 | | 3-Year | 443 | 1707 | 25.95 | | 5-Year | 338 | 1360 | 24.85 |
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