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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.40% | | 5-Year Average Return: | -0.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.40% | |
Worst 1-Yr Total Return (2008): | -38.29% | |
Best 3-Yr Total Return (2004-6): | 7.14% | |
Worst 3-Yr Total Return (2006-8): | -12.00% |
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| 1-Year: | -8.44% | | 3-Year: | -6.82% | | 5-Year: | -1.61% | | 10-Year: | 0.08% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ORILX | Category | Diff | Index* | Diff | | Year To Date | 30.40 | 31.20 | -0.8 | 24.07 | 6.33 | | 1-Month | 5.37 | 5.67 | -0.3 | 6.00 | -0.63 | | 3-Month | 9.04 | 8.18 | 0.86 | 7.91 | 1.13 | | 1-Year | 31.24 | 34.04 | -2.8 | 25.39 | 5.85 | | 3-Year | -4.56 | -3.89 | -0.67 | -5.79 | 1.23 | | 5-Year | -0.30 | 1.25 | -1.55 | 0.71 | -1.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.92 | 43.84 | -3.92 | 45.76 | -5.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.09 | -18.03 | 2.94 | -18.25 | 3.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ORILX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.29 | -40.67 | 2.38 | | 2007 | | | 7.61 | 13.35 | -5.74 | | 2006 | | | 2.61 | 7.05 | -4.44 | | 2005 | | | 7.57 | 6.71 | 0.86 | | 2004 | | | 11.40 | 7.81 | 3.59 | | 2003 | | | 19.52 | 28.66 | -9.14 | | 2002 | | | -17.37 | -27.64 | 10.27 | | 2001 | | | -11.95 | -22.30 | 10.35 | | 2000 | | | 6.64 | -13.05 | 19.69 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ORILX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.09 | 15.32 | 11.37 | N/A | | 2008 | -11.77 | -1.89 | -8.65 | -21.95 | | 2007 | 1.46 | 3.66 | 5.33 | -2.85 | | 2006 | 0.59 | -5.02 | 3.42 | 3.85 | | 2005 | -4.28 | 3.25 | 4.49 | 4.16 | | 2004 | 3.37 | 1.25 | -0.74 | 7.23 | | 2003 | -1.76 | 9.25 | 1.54 | 9.67 | | 2002 | -0.08 | -9.49 | -13.06 | 5.08 | | 2001 | -11.10 | 7.56 | -12.50 | 5.24 | | 2000 | 3.92 | 1.09 | 7.82 | -5.86 | | 1999 | N/A | N/A | N/A | 13.43 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 981 | 1818 | 53.96 | | 1-Month | 1334 | 1906 | 69.99 | | 3-Month | 590 | 1904 | 30.99 | | 6-Month | 1100 | 1866 | 58.95 | | 1-Year | 829 | 1815 | 45.67 | | 3-Year | 855 | 1537 | 55.63 | | 5-Year | 832 | 1273 | 65.36 |
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0.02% Nasdaq 
0.33%
Performance
