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| Morningstar Return Rating: | Above average | | Year to Date Return: | 10.57% | | 5-Year Average Return: | 3.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 3.95% | |
Worst 1-Yr Total Return (2008): | -1.17% | |
Best 3-Yr Total Return (2004-6): | 3.36% | |
Worst 3-Yr Total Return (2006-8): | 1.75% |
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| 1-Year: | 9.19% | | 3-Year: | 3.23% | | 5-Year: | 3.19% | | 10-Year: | 4.64% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ORTFX | Category | Diff | Index* | Diff | | Year To Date | 10.57 | 11.05 | -0.48 | 12.53 | -1.96 | | 1-Month | 0.69 | 0.88 | -0.19 | 0.83 | -0.14 | | 3-Month | 1.89 | 1.98 | -0.09 | 2.25 | -0.36 | | 1-Year | 12.28 | 11.90 | 0.38 | 14.17 | -1.89 | | 3-Year | 3.79 | 3.31 | 0.48 | 4.17 | -0.38 | | 5-Year | 3.86 | 3.42 | 0.44 | 4.50 | -0.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.68 | 7.88 | -0.2 | 9.40 | -1.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.37 | 4.46 | 0.91 | 5.67 | -0.3 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ORTFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.17 | -2.81 | 1.64 | | 2007 | | | 2.85 | 2.05 | 0.80 | | 2006 | | | 3.64 | 3.77 | -0.13 | | 2005 | | | 2.49 | 2.08 | 0.41 | | 2004 | | | 3.95 | 2.88 | 1.07 | | 2003 | | | 4.89 | 4.03 | 0.86 | | 2002 | | | 8.91 | 8.12 | 0.79 | | 2001 | | | 4.55 | 4.37 | 0.18 | | 2000 | | | 10.08 | 9.62 | 0.46 | | 1999 | | | -1.98 | -2.66 | 0.68 |
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| PAST QUARTERLY RETURNS (%) FOR
ORTFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.16 | 1.66 | 5.56 | N/A | | 2008 | -0.43 | 0.78 | -3.21 | 1.75 | | 2007 | 0.56 | -0.89 | 1.83 | 1.34 | | 2006 | -0.11 | -0.22 | 3.12 | 0.84 | | 2005 | -0.56 | 3.00 | -0.49 | 0.55 | | 2004 | 1.46 | -2.19 | 3.72 | 1.00 | | 2003 | 1.31 | 2.65 | -0.23 | 1.09 | | 2002 | 1.01 | 3.40 | 4.47 | -0.18 | | 2001 | 1.75 | 0.87 | 2.36 | -0.48 | | 2000 | 2.58 | 1.16 | 2.07 | 3.92 | | 1999 | N/A | N/A | N/A | -0.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 112 | 255 | 43.92 | | 1-Month | 104 | 255 | 40.78 | | 3-Month | 91 | 255 | 35.69 | | 6-Month | 140 | 255 | 54.90 | | 1-Year | 83 | 254 | 32.68 | | 3-Year | 48 | 246 | 19.51 | | 5-Year | 41 | 236 | 17.37 |
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0.51% Nasdaq 
0.01 (0.09%) 
Performance
