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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.11% | | 5-Year Average Return: | -0.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 12.72% | |
Worst 1-Yr Total Return (2008): | -52.98% | |
Best 3-Yr Total Return (2005-7): | 8.08% | |
Worst 3-Yr Total Return (2006-8): | -19.25% |
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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 | OBMCX | Category | Diff | Index* | Diff | | Year To Date | 35.11 | 21.65 | 13.46 | 17.05 | 18.06 | | 1-Month | -8.30 | -5.90 | -2.4 | -1.86 | -6.44 | | 3-Month | -0.84 | 2.07 | -2.91 | 5.48 | -6.32 | | 1-Year | 21.43 | 13.17 | 8.26 | 9.80 | 11.63 | | 3-Year | -8.94 | -7.45 | -1.49 | -7.02 | -1.92 | | 5-Year | -0.30 | 0.22 | -0.52 | 0.33 | -0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 75.04 | 52.20 | 22.84 | 45.76 | 29.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.65 | -18.89 | 2.24 | -18.25 | 1.6 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OBMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.98 | -41.55 | -11.43 | | 2007 | | | 10.17 | 7.59 | 2.58 | | 2006 | | | 1.66 | 10.81 | -9.15 | | 2005 | | | 12.72 | 6.02 | 6.70 | | 2004 | | | 2.19 | 12.41 | -10.22 | | 2003 | | | 108.93 | 45.54 | 63.39 | | 2002 | | | -17.35 | -27.88 | 10.53 | | 2001 | | | 23.86 | -8.91 | 32.77 | | 2000 | | | -8.00 | -3.85 | -4.15 | | 1999 | | | 19.46 | 64.77 | -45.31 |
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| PAST QUARTERLY RETURNS (%) FOR
OBMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.50 | 30.06 | 26.58 | N/A | | 2008 | -27.06 | 2.29 | -12.75 | -27.78 | | 2007 | 3.49 | 7.10 | 6.74 | -6.88 | | 2006 | 8.15 | -12.66 | -4.59 | 12.81 | | 2005 | -6.11 | 2.86 | 8.58 | 7.49 | | 2004 | -1.75 | -1.78 | -13.93 | 23.04 | | 2003 | 6.49 | 36.86 | 18.37 | 21.11 | | 2002 | -5.84 | -3.04 | -23.32 | 18.06 | | 2001 | -3.03 | 23.46 | -18.38 | 26.76 | | 2000 | 31.76 | -18.55 | 11.94 | -23.41 | | 1999 | N/A | N/A | N/A | 26.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 94 | 790 | 11.90 | | 1-Month | 803 | 820 | 97.93 | | 3-Month | 810 | 819 | 98.90 | | 6-Month | 8 | 800 | 1.00 | | 1-Year | 186 | 783 | 23.75 | | 3-Year | 461 | 669 | 68.91 | | 5-Year | 293 | 554 | 52.89 |
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0.34% Nasdaq 0.00%
0.04 (0.43%) 
Performance
