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| Morningstar Return Rating: | Low | | Year to Date Return: | 7.90% | | 5-Year Average Return: | -4.46% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 5.30% | |
Worst 1-Yr Total Return (2008): | -35.45% | |
Best 3-Yr Total Return (2004-6): | 4.35% | |
Worst 3-Yr Total Return (2006-8): | -10.69% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OPBYX | Category | Diff | Index* | Diff | | Year To Date | 7.90 | 14.86 | -6.96 | 7.61 | 0.29 | | 1-Month | 1.04 | 1.13 | -0.09 | 1.29 | -0.25 | | 3-Month | 4.90 | 3.76 | 1.14 | 2.86 | 2.04 | | 1-Year | 12.54 | 18.84 | -6.3 | 11.63 | 0.91 | | 3-Year | -10.07 | 4.58 | -14.65 | 6.40 | -16.47 | | 5-Year | -4.46 | 4.20 | -8.66 | 5.49 | -9.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.05 | 13.91 | 5.14 | 7.06 | 11.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.20 | 6.57 | -36.77 | 7.94 | -38.14 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OPBYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.45 | -4.70 | -30.75 | | 2007 | | | 4.80 | 4.70 | 0.10 | | 2006 | | | 5.29 | 4.15 | 1.14 | | 2005 | | | 2.50 | 1.80 | 0.70 | | 2004 | | | 5.30 | 3.91 | 1.39 | | 2003 | | | 6.34 | 5.10 | 1.24 | | 2002 | | | 10.56 | 8.04 | 2.52 | | 2001 | | | 7.33 | 7.64 | -0.31 | | 2000 | | | 7.13 | 9.44 | -2.31 | | 1999 | | | -1.37 | -1.35 | -0.02 |
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| PAST QUARTERLY RETURNS (%) FOR
OPBYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.01 | 7.39 | 8.97 | N/A | | 2008 | -2.96 | 1.86 | -11.59 | -26.14 | | 2007 | 1.53 | -0.37 | 2.43 | 1.15 | | 2006 | -0.26 | -0.17 | 4.03 | 1.64 | | 2005 | -0.32 | 2.59 | -0.35 | 0.58 | | 2004 | 2.85 | -2.26 | 3.46 | 1.25 | | 2003 | 1.91 | 2.94 | 0.64 | 0.72 | | 2002 | -0.36 | 3.10 | 5.11 | 2.39 | | 2001 | 3.93 | 1.14 | 3.73 | -1.56 | | 2000 | 0.81 | 0.88 | 1.86 | 3.41 | | 1999 | N/A | N/A | N/A | 0.46 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 923 | 1126 | 81.97 | | 1-Month | 116 | 1168 | 9.93 | | 3-Month | 69 | 1158 | 5.96 | | 6-Month | 159 | 1140 | 13.95 | | 1-Year | 645 | 1120 | 57.59 | | 3-Year | 826 | 970 | 85.15 | | 5-Year | 723 | 854 | 84.66 |
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0.49% Nasdaq 
0.02 (0.33%) 
Performance
