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| Morningstar Return Rating: | Below average | | Year to Date Return: | 34.52% | | 5-Year Average Return: | -4.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.82% | |
Worst 1-Yr Total Return (2008): | -57.00% | |
Best 3-Yr Total Return (2005-7): | 4.80% | |
Worst 3-Yr Total Return (2006-8): | -21.61% |
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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 | OBEGX | Category | Diff | Index* | Diff | | Year To Date | 34.52 | 21.65 | 12.87 | 17.05 | 17.47 | | 1-Month | -4.13 | -5.90 | 1.77 | -1.86 | -2.27 | | 3-Month | 3.38 | 2.07 | 1.31 | 5.48 | -2.1 | | 1-Year | 22.82 | 13.17 | 9.65 | 9.80 | 13.02 | | 3-Year | -12.72 | -7.45 | -5.27 | -7.02 | -5.7 | | 5-Year | -4.83 | 0.22 | -5.05 | 0.33 | -5.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.87 | 52.20 | 10.67 | 45.76 | 17.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.04 | -18.89 | -4.15 | -18.25 | -4.79 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OBEGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -57.00 | -41.55 | -15.45 | | 2007 | | | 6.82 | 7.59 | -0.77 | | 2006 | | | 4.87 | 10.81 | -5.94 | | 2005 | | | 2.74 | 6.02 | -3.28 | | 2004 | | | 6.29 | 12.41 | -6.12 | | 2003 | | | 67.70 | 45.54 | 22.16 | | 2002 | | | -24.24 | -27.88 | 3.64 | | 2001 | | | 0.47 | -8.91 | 9.38 | | 2000 | | | -10.69 | -3.85 | -6.84 | | 1999 | | | 53.18 | 64.77 | -11.59 |
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| PAST QUARTERLY RETURNS (%) FOR
OBEGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.20 | 28.63 | 17.55 | N/A | | 2008 | -29.42 | 4.83 | -15.19 | -31.48 | | 2007 | -1.87 | 9.58 | 7.11 | -7.25 | | 2006 | 11.54 | -10.45 | -6.87 | 12.73 | | 2005 | -9.95 | 5.33 | 8.64 | -0.29 | | 2004 | 0.30 | -1.25 | -10.30 | 19.65 | | 2003 | -5.46 | 37.44 | 19.51 | 7.98 | | 2002 | -7.84 | -8.46 | -22.55 | 15.96 | | 2001 | -12.13 | 24.44 | -26.76 | 25.46 | | 2000 | 26.69 | -9.48 | 3.69 | -24.90 | | 1999 | N/A | N/A | N/A | 36.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 55 | 790 | 6.96 | | 1-Month | 65 | 820 | 7.93 | | 3-Month | 65 | 819 | 7.94 | | 6-Month | 16 | 800 | 2.00 | | 1-Year | 60 | 783 | 7.66 | | 3-Year | 533 | 669 | 79.67 | | 5-Year | 466 | 554 | 84.12 |
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0.22% Nasdaq 
Performance
