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| Morningstar Return Rating: | Average | | Year to Date Return: | 46.06% | | 5-Year Average Return: | 4.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.96% | |
Worst 1-Yr Total Return (2008): | -46.13% | |
Best 3-Yr Total Return (2005-7): | 13.96% | |
Worst 3-Yr Total Return (2006-8): | -10.50% |
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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 | OBHGX | Category | Diff | Index* | Diff | | Year To Date | 46.06 | 31.59 | 14.47 | 24.07 | 21.99 | | 1-Month | 4.05 | 4.49 | -0.44 | 6.00 | -1.95 | | 3-Month | 5.93 | 6.16 | -0.23 | 7.91 | -1.98 | | 1-Year | 49.59 | 35.24 | 14.35 | 25.39 | 24.2 | | 3-Year | -1.22 | -5.04 | 3.82 | -5.79 | 4.57 | | 5-Year | 4.25 | 1.47 | 2.78 | 0.71 | 3.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.11 | 48.99 | 4.12 | 45.76 | 7.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.54 | -20.53 | 6.99 | -18.25 | 4.71 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OBHGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.13 | -43.77 | -2.36 | | 2007 | | | 23.96 | 15.09 | 8.87 | | 2006 | | | 7.36 | 9.00 | -1.64 | | 2005 | | | 11.21 | 9.84 | 1.37 | | 2004 | | | 7.69 | 13.23 | -5.54 | | 2003 | | | 25.60 | 35.96 | -10.36 | | 2002 | | | -30.35 | -27.24 | -3.11 | | 2001 | | | -34.53 | -19.98 | -14.55 | | 2000 | | | -22.99 | -4.78 | -18.21 | | 1999 | | | 92.45 | 60.49 | 31.96 |
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| PAST QUARTERLY RETURNS (%) FOR
OBHGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.19 | 16.83 | 20.27 | N/A | | 2008 | -12.21 | 3.13 | -18.30 | -27.17 | | 2007 | 4.37 | 12.13 | 5.19 | 0.69 | | 2006 | 8.81 | -5.47 | -1.73 | 6.22 | | 2005 | -4.28 | 5.56 | 2.43 | 7.46 | | 2004 | 2.98 | 0.05 | -8.99 | 14.85 | | 2003 | -1.97 | 13.24 | 5.97 | 6.77 | | 2002 | -6.97 | -11.88 | -14.68 | -0.42 | | 2001 | -30.10 | 17.94 | -31.32 | 15.62 | | 2000 | 23.96 | -8.50 | 0.71 | -32.58 | | 1999 | N/A | N/A | N/A | 64.55 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 827 | 0.00 | | 1-Month | 0 | 881 | 0.00 | | 3-Month | 0 | 879 | 0.00 | | 6-Month | 137 | 862 | 15.89 | | 1-Year | | 825 | N/A | | 3-Year | | 734 | N/A | | 5-Year | | 632 | N/A |
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0.20% Nasdaq 
Performance
