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| Morningstar Return Rating: | Average | | Year to Date Return: | -6.63% | | 5-Year Average Return: | 0.78% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 50.36% | |
Worst 1-Yr Total Return (2008): | -42.89% | |
Best 3-Yr Total Return (2005-7): | 6.64% | |
Worst 3-Yr Total Return (2006-8): | -11.37% |
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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 | OTPSX | Category | Diff | Index* | Diff | | Year To Date | -6.63 | -4.87 | -1.76 | -3.60 | -3.03 | | 1-Month | -6.63 | -4.87 | -1.76 | -3.60 | -3.03 | | 3-Month | 3.88 | 3.82 | 0.06 | 4.16 | -0.28 | | 1-Year | 44.42 | 35.76 | 8.66 | 33.14 | 11.28 | | 3-Year | -2.85 | -5.20 | 2.35 | -7.24 | 4.39 | | 5-Year | 0.78 | 0.87 | -0.09 | 0.18 | 0.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.77 | 44.07 | 7.7 | 45.76 | 6.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.13 | -18.03 | 2.9 | -18.25 | 3.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OTPSX | Category | Diff | | 2009 | | | 50.36 | 35.68 | 14.68 | | 2008 | | | -42.89 | -40.67 | -2.22 | | 2007 | | | 16.41 | 13.35 | 3.06 | | 2006 | | | 4.72 | 7.05 | -2.33 | | 2005 | | | -0.52 | 6.71 | -7.23 | | 2004 | | | 8.63 | 7.81 | 0.82 | | 2003 | | | 45.75 | 28.66 | 17.09 | | 2002 | | | -39.20 | -27.64 | -11.56 | | 2001 | | | -32.14 | -22.30 | -9.84 | | 2000 | | | N/A | -13.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OTPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.72 | 18.80 | 15.51 | 7.72 | | 2008 | -14.94 | 3.02 | -13.63 | -24.55 | | 2007 | 0.37 | 8.67 | 7.59 | -0.80 | | 2006 | 3.07 | -8.03 | 4.50 | 5.71 | | 2005 | -9.07 | 0.15 | 6.78 | 2.30 | | 2004 | -2.49 | 5.02 | -7.21 | 14.32 | | 2003 | 2.99 | 17.30 | 7.75 | 11.97 | | 2002 | -8.49 | -28.15 | -21.04 | 17.10 | | 2001 | -31.33 | 16.67 | -36.87 | 34.16 | | 2000 | N/A | N/A | N/A | -34.26 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1524 | 1882 | 80.98 | | 1-Month | 1298 | 1882 | 68.97 | | 3-Month | 336 | 1867 | 18.00 | | 6-Month | 1302 | 1860 | 70.00 | | 1-Year | 251 | 1787 | 14.05 | | 3-Year | 200 | 1545 | 12.94 | | 5-Year | 451 | 1265 | 35.65 |
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1.52% Nasdaq 0.00%
Performance
