Trailing Performance
OAKBXMorningstar Moderate Target Risk
02-09-10
| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 0.44 | 10,044 |
| 6 Month | 8.43 | 10,843 |
| 1 Year | 18.66 | 11,866 |
| 3 Year* | 2.80 | 10,864 |
| 5 Year* | 6.17 | 13,490 |
| 10 Year* | 9.96 | 25,843 |
| 15 Year* | -- | -- |
| -- | 9.96 | 6.17 | 2.80 | 18.66 | 8.43 | 0.44 | -2.66 | -1.25 | Total Return % | ||
| -- | 7.52 | 4.75 | 6.42 | -3.83 | 3.27 | 0.52 | 2.56 | 1.90 | +/- Moderate Allocation Category Trailing Return | ||
| -- | 1 | 2 | 2 | 83 | 5 | 7 | 5 | 7 | Percentile Rank in Category | ||
| -- | 176 | 227 | 262 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 5.16 | 2.08 | 3.14 | -3.81 | 2.61 | -0.11 | 2.15 | 1.39 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | 6.08 | 2.89 | 6.07 | -8.12 | 2.90 | 0.77 | 4.25 | 3.41 | +/- Morningstar Moderately Aggr Target Risk Trailing Return | ||
* Annualized | 10 & 15 Year Data through 01-31-10