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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.56% | | 5-Year Average Return: | -0.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.18% | |
Worst 1-Yr Total Return (2008): | -40.61% | |
Best 3-Yr Total Return (2005-7): | 9.78% | |
Worst 3-Yr Total Return (2006-8): | -9.44% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OSSCX | Category | Diff | Index* | Diff | | Year To Date | 18.56 | 25.65 | -7.09 | 24.07 | -5.51 | | 1-Month | 3.46 | 3.38 | 0.08 | 6.00 | -2.54 | | 3-Month | 3.98 | 3.71 | 0.27 | 7.91 | -3.93 | | 1-Year | 24.37 | 31.83 | -7.46 | 25.39 | -1.02 | | 3-Year | -7.16 | -7.28 | 0.12 | -5.79 | -1.37 | | 5-Year | -0.36 | -0.38 | 0.02 | 0.71 | -1.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.94 | 53.06 | -9.12 | 45.76 | -1.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.92 | -19.68 | -1.24 | -18.25 | -2.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OSSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.61 | -41.55 | 0.94 | | 2007 | | | 12.18 | 7.59 | 4.59 | | 2006 | | | 11.47 | 10.81 | 0.66 | | 2005 | | | 5.81 | 6.02 | -0.21 | | 2004 | | | 11.21 | 12.41 | -1.20 | | 2003 | | | 47.21 | 45.54 | 1.67 | | 2002 | | | -33.31 | -27.88 | -5.43 | | 2001 | | | -9.97 | -8.91 | -1.06 | | 2000 | | | 11.89 | -3.85 | 15.74 | | 1999 | | | 51.79 | 64.77 | -12.98 |
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| PAST QUARTERLY RETURNS (%) FOR
OSSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.35 | 17.19 | 14.00 | N/A | | 2008 | -17.73 | 3.07 | -9.62 | -22.50 | | 2007 | 3.70 | 9.65 | 1.35 | -2.65 | | 2006 | 9.97 | -6.48 | -1.13 | 9.64 | | 2005 | -3.40 | 4.77 | 2.84 | 1.67 | | 2004 | 1.56 | -0.37 | -6.75 | 17.86 | | 2003 | -4.70 | 25.57 | 10.59 | 11.23 | | 2002 | -2.55 | -15.41 | -21.66 | 3.27 | | 2001 | -20.73 | 18.21 | -23.18 | 25.07 | | 2000 | 21.56 | 3.98 | 5.62 | -16.19 | | 1999 | N/A | N/A | N/A | 36.16 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 613 | 786 | 77.99 | | 1-Month | 391 | 816 | 47.92 | | 3-Month | 236 | 815 | 28.96 | | 6-Month | 497 | 802 | 61.97 | | 1-Year | 520 | 781 | 66.58 | | 3-Year | 291 | 667 | 43.63 | | 5-Year | 241 | 563 | 42.81 |
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0.20% Nasdaq 
Performance
