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| Morningstar Return Rating: | Below average | | Year to Date Return: | 48.20% | | 5-Year Average Return: | -0.37% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 10.97% | |
Worst 1-Yr Total Return (2008): | -41.31% | |
Best 3-Yr Total Return (2004-6): | 9.02% | |
Worst 3-Yr Total Return (2006-8): | -16.36% |
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| 1-Year: | 7.27% | | 3-Year: | -6.50% | | 5-Year: | -0.17% | | 10-Year: | 3.04% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OPCAX | Category | Diff | Index* | Diff | | Year To Date | 48.20 | 16.73 | 31.47 | 11.61 | 36.59 | | 1-Month | -4.43 | -2.81 | -1.62 | -2.10 | -2.33 | | 3-Month | 19.17 | 6.10 | 13.07 | 3.15 | 16.02 | | 1-Year | 27.64 | 13.66 | 13.98 | 13.60 | 14.04 | | 3-Year | -6.73 | 1.59 | -8.32 | 4.17 | -10.9 | | 5-Year | -0.37 | 2.76 | -3.13 | 4.15 | -4.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.27 | 13.15 | 26.12 | 9.40 | 29.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.79 | 0.71 | -12.5 | 5.67 | -17.46 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OPCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.31 | -11.05 | -30.26 | | 2007 | | | -7.42 | 0.71 | -8.13 | | 2006 | | | 7.69 | 4.58 | 3.11 | | 2005 | | | 10.97 | 3.93 | 7.04 | | 2004 | | | 8.43 | 4.37 | 4.06 | | 2003 | | | 5.56 | 4.27 | 1.29 | | 2002 | | | 8.44 | 8.03 | 0.41 | | 2001 | | | 3.66 | 3.84 | -0.18 | | 2000 | | | 12.67 | 12.79 | -0.12 | | 1999 | | | -6.53 | -4.60 | -1.93 |
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| PAST QUARTERLY RETURNS (%) FOR
OPCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 9.19 | 10.91 | 28.04 | N/A | | 2008 | -7.62 | -0.89 | -11.75 | -27.37 | | 2007 | 1.14 | -0.73 | -4.31 | -3.64 | | 2006 | 1.66 | -0.18 | 4.17 | 1.87 | | 2005 | 3.55 | 5.08 | 1.02 | 0.96 | | 2004 | 3.13 | -4.39 | 6.35 | 3.40 | | 2003 | -3.90 | 3.97 | -0.16 | 5.83 | | 2002 | 0.17 | 3.62 | 5.77 | -1.23 | | 2001 | 1.29 | 0.03 | 3.73 | -1.37 | | 2000 | 2.89 | 1.56 | 3.13 | 4.55 | | 1999 | N/A | N/A | N/A | -2.95 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1 | 164 | 0.61 | | 1-Month | 160 | 164 | 97.56 | | 3-Month | 1 | 164 | 0.61 | | 6-Month | 1 | 164 | 0.61 | | 1-Year | 1 | 163 | 0.61 | | 3-Year | 115 | 152 | 75.66 | | 5-Year | 106 | 141 | 75.18 |
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1.48% Nasdaq 
Performance
