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| Morningstar Return Rating: | Average | | Year to Date Return: | 38.28% | | 5-Year Average Return: | 0.19% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.41% | |
Worst 1-Yr Total Return (2008): | -47.36% | |
Best 3-Yr Total Return (2005-7): | 10.10% | |
Worst 3-Yr Total Return (2006-8): | -13.42% |
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| 1-Year: | -7.37% | | 3-Year: | -6.31% | | 5-Year: | 1.43% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OSCVX | Category | Diff | Index* | Diff | | Year To Date | 38.28 | 21.73 | 16.55 | 24.07 | 14.21 | | 1-Month | 3.98 | 5.16 | -1.18 | 6.00 | -2.02 | | 3-Month | 5.13 | 6.45 | -1.32 | 7.91 | -2.78 | | 1-Year | 37.94 | 24.67 | 13.27 | 25.39 | 12.55 | | 3-Year | -8.49 | -7.33 | -1.16 | -5.79 | -2.7 | | 5-Year | 0.19 | 0.27 | -0.08 | 0.71 | -0.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.52 | 47.53 | 9.99 | 45.76 | 11.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.04 | -16.99 | -3.05 | -18.25 | -1.79 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OSCVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.36 | -37.09 | -10.27 | | 2007 | | | 3.25 | 1.42 | 1.83 | | 2006 | | | 19.41 | 18.15 | 1.26 | | 2005 | | | 8.24 | 5.95 | 2.29 | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OSCVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.67 | 21.22 | 18.49 | N/A | | 2008 | -12.27 | -0.74 | -11.53 | -31.67 | | 2007 | 4.51 | 8.01 | -0.34 | -8.23 | | 2006 | 4.25 | -2.80 | 6.63 | 10.51 | | 2005 | -0.20 | 2.59 | 5.89 | -0.15 | | 2004 | N/A | -0.29 | 0.50 | 11.64 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 64 | 1293 | 4.95 | | 1-Month | 1204 | 1338 | 89.99 | | 3-Month | 1169 | 1329 | 87.96 | | 6-Month | 330 | 1320 | 25.00 | | 1-Year | 55 | 1280 | 4.30 | | 3-Year | 645 | 1088 | 59.28 | | 5-Year | 391 | 917 | 42.64 |
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0.51% Nasdaq 
Performance
