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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.31% | | 5-Year Average Return: | -1.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.92% | |
Worst 1-Yr Total Return (2008): | -46.29% | |
Best 3-Yr Total Return (2005-7): | 7.77% | |
Worst 3-Yr Total Return (2006-8): | -13.51% |
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| 1-Year: | -5.90% | | 3-Year: | -5.73% | | 5-Year: | -0.75% | | 10-Year: | -0.35% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OTFCX | Category | Diff | Index* | Diff | | Year To Date | 29.31 | 24.15 | 5.16 | 17.05 | 12.26 | | 1-Month | -2.38 | -2.25 | -0.13 | -1.86 | -0.52 | | 3-Month | 3.39 | 4.52 | -1.13 | 5.48 | -2.09 | | 1-Year | 15.51 | 15.35 | 0.16 | 9.80 | 5.71 | | 3-Year | -7.13 | -4.95 | -2.18 | -7.02 | -0.11 | | 5-Year | -1.60 | 0.99 | -2.59 | 0.33 | -1.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.41 | 42.81 | 3.6 | 45.76 | 0.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.72 | -17.14 | -5.58 | -18.25 | -4.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OTFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.29 | -40.67 | -5.62 | | 2007 | | | 12.92 | 13.35 | -0.43 | | 2006 | | | 6.69 | 7.05 | -0.36 | | 2005 | | | 3.90 | 6.71 | -2.81 | | 2004 | | | 5.60 | 7.81 | -2.21 | | 2003 | | | 28.50 | 28.66 | -0.16 | | 2002 | | | -26.81 | -27.64 | 0.83 | | 2001 | | | -13.35 | -22.30 | 8.95 | | 2000 | | | -2.05 | -13.05 | 11.00 | | 1999 | | | 41.00 | 38.87 | 2.13 |
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| PAST QUARTERLY RETURNS (%) FOR
OTFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.45 | 18.72 | 13.22 | N/A | | 2008 | -11.88 | 3.08 | -17.59 | -28.24 | | 2007 | 2.46 | 6.19 | 7.04 | -3.04 | | 2006 | 4.36 | -4.89 | 3.06 | 4.29 | | 2005 | -2.97 | 0.19 | 3.30 | 3.46 | | 2004 | 0.64 | 1.09 | -4.05 | 8.18 | | 2003 | -3.45 | 15.17 | 3.98 | 11.14 | | 2002 | -2.95 | -16.50 | -15.14 | 6.43 | | 2001 | -10.57 | 6.10 | -20.03 | 14.20 | | 2000 | 14.24 | -4.36 | -1.35 | -9.12 | | 1999 | N/A | N/A | N/A | 28.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 378 | 1802 | 20.98 | | 1-Month | 850 | 1890 | 44.97 | | 3-Month | 1073 | 1884 | 56.95 | | 6-Month | 858 | 1827 | 46.96 | | 1-Year | 453 | 1797 | 25.21 | | 3-Year | 1006 | 1518 | 66.27 | | 5-Year | 944 | 1251 | 75.46 |
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0.01% Nasdaq 
0.37%
Performance
