|
| Morningstar Return Rating: | Average | | Year to Date Return: | 17.42% | | 5-Year Average Return: | 0.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 25.81% | |
Worst 1-Yr Total Return (2008): | -38.59% | |
Best 3-Yr Total Return (2005-7): | 10.15% | |
Worst 3-Yr Total Return (2006-8): | -6.78% |
|
| 1-Year: | -17.06% | | 3-Year: | -3.03% | | 5-Year: | 0.34% | | 10-Year: | 2.03% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OPOCX | Category | Diff | Index* | Diff | | Year To Date | 17.42 | 25.65 | -8.23 | 24.07 | -6.65 | | 1-Month | 4.60 | 3.38 | 1.22 | 6.00 | -1.4 | | 3-Month | 5.90 | 3.71 | 2.19 | 7.91 | -2.01 | | 1-Year | 22.01 | 31.83 | -9.82 | 25.39 | -3.38 | | 3-Year | -3.62 | -7.28 | 3.66 | -5.79 | 2.17 | | 5-Year | 0.07 | -0.38 | 0.45 | 0.71 | -0.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.14 | 53.06 | -16.92 | 45.76 | -9.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.73 | -19.68 | -8.05 | -18.25 | -9.48 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OPOCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.59 | -41.55 | 2.96 | | 2007 | | | 25.81 | 7.59 | 18.22 | | 2006 | | | 4.84 | 10.81 | -5.97 | | 2005 | | | 1.34 | 6.02 | -4.68 | | 2004 | | | 3.98 | 12.41 | -8.43 | | 2003 | | | 38.98 | 45.54 | -6.56 | | 2002 | | | -24.10 | -27.88 | 3.78 | | 2001 | | | -11.59 | -8.91 | -2.68 | | 2000 | | | -13.26 | -3.85 | -9.41 | | 1999 | | | 51.31 | 64.77 | -13.46 |
|
| PAST QUARTERLY RETURNS (%) FOR
OPOCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.51 | 12.92 | 14.07 | N/A | | 2008 | -15.28 | 11.09 | -12.61 | -25.33 | | 2007 | 3.99 | 10.07 | 8.62 | 1.19 | | 2006 | 12.91 | -6.70 | -6.32 | 6.24 | | 2005 | -5.57 | 2.02 | 5.14 | 0.05 | | 2004 | 3.66 | -1.11 | -9.09 | 11.57 | | 2003 | -4.53 | 21.41 | 11.46 | 7.58 | | 2002 | -0.66 | -15.03 | -15.47 | 6.37 | | 2001 | -19.16 | 19.65 | -23.60 | 19.65 | | 2000 | 15.00 | -12.92 | 1.61 | -14.75 | | 1999 | N/A | N/A | N/A | 59.36 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 628 | 786 | 79.90 | | 1-Month | 179 | 816 | 21.94 | | 3-Month | 57 | 815 | 6.99 | | 6-Month | 288 | 802 | 35.91 | | 1-Year | 526 | 781 | 67.35 | | 3-Year | 66 | 667 | 9.90 | | 5-Year | 211 | 563 | 37.48 |
|
|
|
|
|
0.49% Nasdaq 0.00%
Performance
