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| Morningstar Return Rating: | Below average | | Year to Date Return: | 9.05% | | 5-Year Average Return: | 2.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 3.06% | |
Worst 1-Yr Total Return (2008): | -2.02% | |
Best 3-Yr Total Return (2004-6): | 2.50% | |
Worst 3-Yr Total Return (2006-8): | 0.89% |
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| 1-Year: | 11.79% | | 3-Year: | 3.73% | | 5-Year: | 3.16% | | 10-Year: | 4.17% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ORTCX | Category | Diff | Index* | Diff | | Year To Date | 9.05 | 10.18 | -1.13 | 11.61 | -2.56 | | 1-Month | -1.83 | -1.87 | 0.04 | -2.10 | 0.27 | | 3-Month | 2.27 | 2.32 | -0.05 | 3.15 | -0.88 | | 1-Year | 10.96 | 11.23 | -0.27 | 13.60 | -2.64 | | 3-Year | 2.95 | 3.24 | -0.29 | 4.17 | -1.22 | | 5-Year | 2.62 | 3.05 | -0.43 | 4.15 | -1.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.15 | 7.93 | -0.78 | 9.40 | -2.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.48 | 4.52 | -0.04 | 5.67 | -1.19 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ORTCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.02 | -2.81 | 0.79 | | 2007 | | | 1.95 | 2.05 | -0.10 | | 2006 | | | 2.81 | 3.77 | -0.96 | | 2005 | | | 1.63 | 2.08 | -0.45 | | 2004 | | | 3.06 | 2.88 | 0.18 | | 2003 | | | 4.01 | 4.03 | -0.02 | | 2002 | | | 8.02 | 8.12 | -0.10 | | 2001 | | | 3.66 | 4.37 | -0.71 | | 2000 | | | 9.05 | 9.62 | -0.57 | | 1999 | | | -2.74 | -2.66 | -0.08 |
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| PAST QUARTERLY RETURNS (%) FOR
ORTCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.95 | 1.54 | 5.24 | N/A | | 2008 | -0.65 | 0.57 | -3.42 | 1.54 | | 2007 | 0.33 | -1.11 | 1.71 | 1.03 | | 2006 | -0.31 | -0.44 | 3.01 | 0.57 | | 2005 | -0.76 | 2.78 | -0.71 | 0.34 | | 2004 | 1.24 | -2.40 | 3.49 | 0.78 | | 2003 | 1.08 | 2.46 | -0.45 | 0.88 | | 2002 | 0.80 | 3.18 | 4.25 | -0.37 | | 2001 | 1.55 | 0.63 | 2.14 | -0.70 | | 2000 | 2.26 | 0.95 | 1.87 | 3.70 | | 1999 | N/A | N/A | N/A | -0.84 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 149 | 257 | 57.98 | | 1-Month | 172 | 257 | 66.93 | | 3-Month | 118 | 257 | 45.91 | | 6-Month | 159 | 257 | 61.87 | | 1-Year | 100 | 256 | 39.06 | | 3-Year | 123 | 247 | 49.80 | | 5-Year | 128 | 237 | 54.01 |
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0.01% Nasdaq 
0.22%
Performance
