|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 30.46% | | 5-Year Average Return: | 4.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 18.67% | |
Worst 1-Yr Total Return (2008): | -41.03% | |
Best 3-Yr Total Return (2004-6): | 16.61% | |
Worst 3-Yr Total Return (2006-8): | -9.81% |
|
| 1-Year: | -2.38% | | 3-Year: | -5.32% | | 5-Year: | 3.95% | | 10-Year: | 5.59% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OPPAX | Category | Diff | Index* | Diff | | Year To Date | 30.46 | 25.91 | 4.55 | 27.36 | 3.1 | | 1-Month | -1.79 | -2.31 | 0.52 | -1.25 | -0.54 | | 3-Month | 5.98 | 5.52 | 0.46 | 8.10 | -2.12 | | 1-Year | 27.95 | 22.45 | 5.5 | 27.71 | 0.24 | | 3-Year | -4.95 | -5.03 | 0.08 | -5.22 | 0.27 | | 5-Year | 4.14 | 3.41 | 0.73 | 5.10 | -0.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.36 | 50.04 | 8.32 | 59.35 | -0.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.67 | -12.42 | -0.25 | -14.95 | 2.28 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OPPAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.03 | -41.91 | 0.88 | | 2007 | | | 5.97 | 11.28 | -5.31 | | 2006 | | | 17.38 | 19.72 | -2.34 | | 2005 | | | 13.83 | 11.61 | 2.22 | | 2004 | | | 18.67 | 15.27 | 3.40 | | 2003 | | | 43.07 | 34.49 | 8.58 | | 2002 | | | -22.45 | -19.36 | -3.09 | | 2001 | | | -11.80 | -17.51 | 5.71 | | 2000 | | | 4.06 | -9.14 | 13.20 | | 1999 | | | 58.48 | 41.13 | 17.35 |
|
| PAST QUARTERLY RETURNS (%) FOR
OPPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.83 | 22.87 | 18.59 | N/A | | 2008 | -10.32 | -3.90 | -12.23 | -22.03 | | 2007 | 1.02 | 7.31 | 2.53 | -4.67 | | 2006 | 7.41 | -3.45 | 4.34 | 8.48 | | 2005 | -3.42 | 2.91 | 9.54 | 4.56 | | 2004 | 4.31 | -1.06 | -0.96 | 16.10 | | 2003 | -7.89 | 21.09 | 9.65 | 16.99 | | 2002 | 1.52 | -9.19 | -18.18 | 2.81 | | 2001 | -14.38 | 7.34 | -17.77 | 16.71 | | 2000 | 13.45 | -3.26 | -1.70 | -3.54 | | 1999 | N/A | N/A | N/A | 36.39 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 199 | 767 | 25.95 | | 1-Month | 286 | 844 | 33.89 | | 3-Month | 373 | 830 | 44.94 | | 6-Month | 141 | 787 | 17.92 | | 1-Year | 111 | 741 | 14.98 | | 3-Year | 219 | 530 | 41.32 | | 5-Year | 141 | 434 | 32.49 |
|
|
|
|
|
0.22% Nasdaq 
Performance
