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| Morningstar Return Rating: | Low | | Year to Date Return: | 0.17% | | 5-Year Average Return: | -21.93% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 20.29% | |
Worst 1-Yr Total Return (2008): | -78.53% | |
Best 3-Yr Total Return (2005-7): | 3.84% | |
Worst 3-Yr Total Return (2006-8): | -38.36% |
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| 1-Year: | 14.57% | | 3-Year: | -37.36% | | 5-Year: | -22.73% | | 10-Year: | -9.84% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OPCHX | Category | Diff | Index* | Diff | | Year To Date | 0.17 | 1.11 | -0.94 | 1.53 | -1.36 | | 1-Month | 0.17 | 1.11 | -0.94 | 1.53 | -1.36 | | 3-Month | 3.75 | 5.20 | -1.45 | 1.23 | 2.52 | | 1-Year | 20.50 | 41.66 | -21.16 | 8.51 | 11.99 | | 3-Year | -36.56 | 3.11 | -39.67 | 6.60 | -43.16 | | 5-Year | -21.93 | 4.59 | -26.52 | 5.16 | -27.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.18 | 35.57 | -8.39 | 7.06 | 20.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -73.77 | 0.74 | -74.51 | 7.94 | -81.71 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OPCHX | Category | Diff | | 2009 | | | 20.29 | 46.70 | -26.41 | | 2008 | | | -78.53 | -26.41 | -52.12 | | 2007 | | | -0.10 | 1.47 | -1.57 | | 2006 | | | 9.19 | 10.14 | -0.95 | | 2005 | | | 2.66 | 2.59 | 0.07 | | 2004 | | | 9.21 | 9.99 | -0.78 | | 2003 | | | 25.88 | 24.36 | 1.52 | | 2002 | | | -3.62 | -1.52 | -2.10 | | 2001 | | | 1.57 | 2.39 | -0.82 | | 2000 | | | -4.25 | -7.12 | 2.87 |
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| PAST QUARTERLY RETURNS (%) FOR
OPCHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.53 | 16.82 | 12.23 | 4.89 | | 2008 | -9.15 | 4.56 | -21.16 | -71.33 | | 2007 | 2.30 | 0.77 | 0.39 | -3.47 | | 2006 | 2.46 | -0.30 | 2.90 | 3.88 | | 2005 | -1.33 | 1.96 | 1.07 | 0.96 | | 2004 | 1.84 | 0.01 | 3.20 | 3.90 | | 2003 | 5.68 | 9.31 | 2.81 | 5.99 | | 2002 | 0.35 | -4.75 | -3.89 | 4.92 | | 2001 | 4.41 | -2.78 | -5.74 | 6.15 | | 2000 | -1.08 | 1.56 | 0.42 | -5.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 569 | 581 | 97.93 | | 1-Month | 540 | 581 | 92.94 | | 3-Month | 516 | 574 | 89.90 | | 6-Month | 483 | 569 | 84.89 | | 1-Year | 439 | 545 | 80.55 | | 3-Year | 396 | 477 | 83.02 | | 5-Year | 337 | 410 | 82.20 |
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1.52% Nasdaq 0.00%
Performance
