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| Morningstar Return Rating: | Low | | Year to Date Return: | 6.87% | | 5-Year Average Return: | -5.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.16% | |
Worst 1-Yr Total Return (2008): | -36.20% | |
Best 3-Yr Total Return (2004-6): | 3.25% | |
Worst 3-Yr Total Return (2006-8): | -11.70% |
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| 1-Year: | -23.79% | | 3-Year: | -11.20% | | 5-Year: | -5.90% | | 10-Year: | -0.24% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OPBCX | Category | Diff | Index* | Diff | | Year To Date | 6.87 | 14.86 | -7.99 | 7.61 | -0.74 | | 1-Month | 0.94 | 1.13 | -0.19 | 1.29 | -0.35 | | 3-Month | 4.61 | 3.76 | 0.85 | 2.86 | 1.75 | | 1-Year | 11.18 | 18.84 | -7.66 | 11.63 | -0.45 | | 3-Year | -11.08 | 4.58 | -15.66 | 6.40 | -17.48 | | 5-Year | -5.49 | 4.20 | -9.69 | 5.49 | -10.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.31 | 13.91 | 4.4 | 7.06 | 11.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.97 | 6.57 | -37.54 | 7.94 | -38.91 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OPBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.20 | -4.70 | -31.50 | | 2007 | | | 3.59 | 4.70 | -1.11 | | 2006 | | | 4.16 | 4.15 | 0.01 | | 2005 | | | 1.49 | 1.80 | -0.31 | | 2004 | | | 4.11 | 3.91 | 0.20 | | 2003 | | | 5.17 | 5.10 | 0.07 | | 2002 | | | 9.24 | 8.04 | 1.20 | | 2001 | | | 6.18 | 7.64 | -1.46 | | 2000 | | | 5.11 | 9.44 | -4.33 | | 1999 | | | -2.47 | -1.35 | -1.12 |
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| PAST QUARTERLY RETURNS (%) FOR
OPBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.21 | 7.11 | 8.67 | N/A | | 2008 | -3.32 | 1.68 | -11.82 | -26.40 | | 2007 | 1.24 | -0.65 | 2.13 | 0.85 | | 2006 | -0.51 | -0.44 | 3.74 | 1.36 | | 2005 | -0.56 | 2.33 | -0.61 | 0.34 | | 2004 | 2.45 | -2.51 | 3.19 | 1.02 | | 2003 | 1.63 | 2.63 | 0.33 | 0.51 | | 2002 | -0.63 | 2.78 | 4.78 | 2.08 | | 2001 | 3.67 | 0.93 | 3.34 | -1.81 | | 2000 | 0.82 | 0.55 | 1.82 | 1.83 | | 1999 | N/A | N/A | N/A | 0.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1002 | 1126 | 88.99 | | 1-Month | 163 | 1168 | 13.96 | | 3-Month | 150 | 1158 | 12.95 | | 6-Month | 205 | 1140 | 17.98 | | 1-Year | 718 | 1120 | 64.11 | | 3-Year | 830 | 970 | 85.57 | | 5-Year | 727 | 854 | 85.13 |
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