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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.91% | | 5-Year Average Return: | 4.96% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.11% | |
Worst 1-Yr Total Return (2005): | 1.34% | |
Best 3-Yr Total Return (2006-8): | 4.16% | |
Worst 3-Yr Total Return (2004-6): | 2.72% |
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| 1-Year: | 6.77% | | 3-Year: | 5.17% | | 5-Year: | 4.19% | | 10-Year: | 5.58% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OBOBX | Category | Diff | Index* | Diff | | Year To Date | 9.91 | 14.86 | -4.95 | 7.61 | 2.3 | | 1-Month | 0.93 | 1.13 | -0.2 | 1.29 | -0.36 | | 3-Month | 2.42 | 3.76 | -1.34 | 2.86 | -0.44 | | 1-Year | 12.32 | 18.84 | -6.52 | 11.63 | 0.69 | | 3-Year | 6.05 | 4.58 | 1.47 | 6.40 | -0.35 | | 5-Year | 4.96 | 4.20 | 0.76 | 5.49 | -0.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.17 | 13.91 | -5.74 | 7.06 | 1.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.43 | 6.57 | 2.86 | 7.94 | 1.49 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OBOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.11 | -4.70 | 7.81 | | 2007 | | | 6.11 | 4.70 | 1.41 | | 2006 | | | 3.28 | 4.15 | -0.87 | | 2005 | | | 1.34 | 1.80 | -0.46 | | 2004 | | | 3.56 | 3.91 | -0.35 | | 2003 | | | 3.01 | 5.10 | -2.09 | | 2002 | | | 9.17 | 8.04 | 1.13 | | 2001 | | | 8.16 | 7.64 | 0.52 | | 2000 | | | 11.11 | 9.44 | 1.67 | | 1999 | | | -1.80 | -1.35 | -0.45 |
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| PAST QUARTERLY RETURNS (%) FOR
OBOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.05 | 2.32 | 3.59 | N/A | | 2008 | 2.02 | -0.93 | -1.27 | 3.34 | | 2007 | 1.51 | -0.84 | 2.78 | 2.56 | | 2006 | -0.85 | -0.21 | 3.54 | 0.82 | | 2005 | -1.03 | 3.01 | -0.95 | 0.35 | | 2004 | 2.61 | -2.44 | 2.70 | 0.74 | | 2003 | 1.02 | 1.79 | 0.13 | 0.05 | | 2002 | -0.09 | 3.53 | 4.12 | 1.37 | | 2001 | 2.85 | 0.41 | 4.91 | -0.17 | | 2000 | 2.19 | 1.25 | 2.67 | 4.59 | | 1999 | N/A | N/A | N/A | -0.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 867 | 1126 | 77.00 | | 1-Month | 630 | 1168 | 53.94 | | 3-Month | 903 | 1158 | 77.98 | | 6-Month | 1003 | 1140 | 87.98 | | 1-Year | 778 | 1120 | 69.46 | | 3-Year | 240 | 970 | 24.74 | | 5-Year | 287 | 854 | 33.61 |
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