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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.65% | | 5-Year Average Return: | 3.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.68% | |
Worst 1-Yr Total Return (2008): | -29.23% | |
Best 3-Yr Total Return (2004-6): | 12.65% | |
Worst 3-Yr Total Return (2006-8): | -6.21% |
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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 | OSTFX | Category | Diff | Index* | Diff | | Year To Date | 22.65 | 25.56 | -2.91 | 17.05 | 5.6 | | 1-Month | 0.44 | -4.12 | 4.56 | -1.86 | 2.3 | | 3-Month | 4.86 | 5.04 | -0.18 | 5.48 | -0.62 | | 1-Year | 16.57 | 18.21 | -1.64 | 9.80 | 6.77 | | 3-Year | -2.10 | -6.38 | 4.28 | -7.02 | 4.92 | | 5-Year | 3.78 | 1.42 | 2.36 | 0.33 | 3.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.24 | 53.89 | -25.65 | 45.76 | -17.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.98 | -16.12 | 4.14 | -18.25 | 6.27 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OSTFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.23 | -39.18 | 9.95 | | 2007 | | | 4.68 | 4.85 | -0.17 | | 2006 | | | 11.36 | 14.03 | -2.67 | | 2005 | | | 9.08 | 9.25 | -0.17 | | 2004 | | | 17.68 | 16.30 | 1.38 | | 2003 | | | 33.13 | 36.28 | -3.15 | | 2002 | | | -11.67 | -16.55 | 4.88 | | 2001 | | | -9.84 | -3.12 | -6.72 | | 2000 | | | 7.38 | 6.36 | 1.02 | | 1999 | | | 67.41 | 20.92 | 46.49 |
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| PAST QUARTERLY RETURNS (%) FOR
OSTFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.31 | 15.00 | 8.70 | N/A | | 2008 | -8.49 | 3.38 | -8.46 | -18.28 | | 2007 | 5.25 | 4.92 | -2.70 | -2.56 | | 2006 | 4.24 | -3.59 | 3.53 | 7.03 | | 2005 | 0.76 | 3.38 | 3.65 | 1.03 | | 2004 | 5.96 | -0.04 | 0.63 | 10.41 | | 2003 | -0.24 | 12.60 | 3.78 | 14.19 | | 2002 | 3.02 | -9.94 | -9.30 | 4.99 | | 2001 | -4.21 | 3.67 | -14.90 | 6.68 | | 2000 | 9.87 | -7.09 | 7.51 | -2.16 | | 1999 | N/A | N/A | N/A | 31.52 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 327 | 461 | 70.93 | | 1-Month | 29 | 484 | 5.99 | | 3-Month | 149 | 482 | 30.91 | | 6-Month | 256 | 466 | 54.94 | | 1-Year | 338 | 459 | 73.64 | | 3-Year | 40 | 378 | 10.58 | | 5-Year | 42 | 298 | 14.09 |
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0.22% Nasdaq 
Performance
