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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.97% | | 5-Year Average Return: | -1.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 32.81% | |
Worst 1-Yr Total Return (2008): | -51.86% | |
Best 3-Yr Total Return (2005-7): | 15.62% | |
Worst 3-Yr Total Return (2006-8): | -13.04% |
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| 1-Year: | -16.63% | | 3-Year: | -6.79% | | 5-Year: | 0.40% | | 10-Year: | -0.99% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OVMCX | Category | Diff | Index* | Diff | | Year To Date | 11.97 | 25.80 | -13.83 | 17.05 | -5.08 | | 1-Month | -6.11 | -4.37 | -1.74 | -1.86 | -4.25 | | 3-Month | 0.73 | 4.09 | -3.36 | 5.48 | -4.75 | | 1-Year | -2.59 | 16.23 | -18.82 | 9.80 | -12.39 | | 3-Year | -9.65 | -5.36 | -4.29 | -7.02 | -2.63 | | 5-Year | -1.44 | 1.68 | -3.12 | 0.33 | -1.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.27 | 47.87 | -9.6 | 45.76 | -7.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -33.65 | -19.87 | -13.78 | -18.25 | -15.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OVMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.86 | -43.77 | -8.09 | | 2007 | | | 32.81 | 15.09 | 17.72 | | 2006 | | | 2.84 | 9.00 | -6.16 | | 2005 | | | 13.16 | 9.84 | 3.32 | | 2004 | | | 16.35 | 13.23 | 3.12 | | 2003 | | | 35.86 | 35.96 | -0.10 | | 2002 | | | -22.51 | -27.24 | 4.73 | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OVMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.39 | 13.75 | 15.70 | N/A | | 2008 | -18.23 | 8.06 | -22.79 | -29.43 | | 2007 | 5.52 | 8.83 | 10.87 | 4.32 | | 2006 | 9.72 | -7.23 | -4.85 | 6.19 | | 2005 | -3.13 | 3.74 | 10.32 | 2.07 | | 2004 | 3.78 | 1.64 | -4.04 | 14.94 | | 2003 | -2.57 | 17.15 | 9.12 | 9.08 | | 2002 | 0.80 | -8.40 | -13.70 | -2.75 | | 2001 | N/A | N/A | N/A | 8.93 | | 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 | 771 | 848 | 90.92 | | 1-Month | 828 | 901 | 91.90 | | 3-Month | 844 | 898 | 93.99 | | 6-Month | 694 | 868 | 79.95 | | 1-Year | 685 | 847 | 80.87 | | 3-Year | 540 | 749 | 72.10 | | 5-Year | 456 | 636 | 71.70 |
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0.16% Nasdaq 
0.24%
Performance
