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| Morningstar Return Rating: | Low | | Year to Date Return: | 20.03% | | 5-Year Average Return: | -3.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.36% | |
Worst 1-Yr Total Return (2008): | -42.05% | |
Best 3-Yr Total Return (2004-6): | 7.83% | |
Worst 3-Yr Total Return (2006-8): | -12.83% |
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| 1-Year: | -20.77% | | 3-Year: | -10.98% | | 5-Year: | -3.86% | | 10-Year: | 0.61% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OPASX | Category | Diff | Index* | Diff | | Year To Date | 20.03 | 22.21 | -2.18 | N/A | N/A | | 1-Month | 2.69 | 3.58 | -0.89 | N/A | N/A | | 3-Month | 4.68 | 5.74 | -1.06 | N/A | N/A | | 1-Year | 21.30 | 26.14 | -4.84 | N/A | N/A | | 3-Year | -10.06 | -2.18 | -7.88 | N/A | N/A | | 5-Year | -3.26 | 2.20 | -5.46 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.03 | 33.99 | 0.04 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.12 | -9.13 | -17.99 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OPASX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.05 | -28.00 | -14.05 | | 2007 | | | 3.57 | 5.99 | -2.42 | | 2006 | | | 10.36 | 11.29 | -0.93 | | 2005 | | | 3.58 | 5.13 | -1.55 | | 2004 | | | 9.67 | 8.86 | 0.81 | | 2003 | | | 23.91 | 20.35 | 3.56 | | 2002 | | | -10.60 | -12.02 | 1.42 | | 2001 | | | 1.68 | -5.05 | 6.73 | | 2000 | | | 6.57 | 1.82 | 4.75 | | 1999 | | | 10.60 | 10.71 | -0.11 |
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| PAST QUARTERLY RETURNS (%) FOR
OPASX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.76 | 13.75 | 10.13 | N/A | | 2008 | -6.93 | 0.25 | -12.76 | -28.80 | | 2007 | 2.13 | 3.25 | 0.53 | -2.30 | | 2006 | 1.86 | -2.39 | 5.10 | 5.62 | | 2005 | -1.19 | 2.59 | 2.80 | -0.60 | | 2004 | 2.20 | -1.03 | 0.77 | 7.59 | | 2003 | -1.12 | 12.05 | 3.28 | 8.29 | | 2002 | 0.56 | -7.38 | -9.96 | 6.60 | | 2001 | -1.08 | 5.98 | -11.03 | 9.02 | | 2000 | 5.77 | 0.63 | 0.71 | -0.57 | | 1999 | N/A | N/A | N/A | 5.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 970 | 1184 | 81.93 | | 1-Month | 1220 | 1233 | 98.95 | | 3-Month | 1192 | 1229 | 96.99 | | 6-Month | 797 | 1208 | 65.98 | | 1-Year | 861 | 1183 | 72.78 | | 3-Year | 767 | 932 | 82.30 | | 5-Year | 639 | 784 | 81.51 |
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0.05% Nasdaq 
0.55%
Performance
