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| Morningstar Return Rating: | Average | | Year to Date Return: | 1.38% | | 5-Year Average Return: | 4.73% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2009): | 8.79% | |
Worst 1-Yr Total Return (2005): | 1.34% | |
Best 3-Yr Total Return (2007-9): | 5.98% | |
Worst 3-Yr Total Return (2005-7): | 3.56% |
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| 1-Year: | 3.79% | | 3-Year: | 5.08% | | 5-Year: | 4.16% | | 10-Year: | 5.72% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OBOBX | Category | Diff | Index* | Diff | | Year To Date | 1.38 | 1.70 | -0.32 | 1.53 | -0.15 | | 1-Month | 1.38 | 1.70 | -0.32 | 1.53 | -0.15 | | 3-Month | 1.28 | 2.02 | -0.74 | 1.23 | 0.05 | | 1-Year | 9.95 | 15.89 | -5.94 | 8.51 | 1.44 | | 3-Year | 6.49 | 5.02 | 1.47 | 6.60 | -0.11 | | 5-Year | 4.73 | 4.10 | 0.63 | 5.16 | -0.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.17 | 13.99 | -5.82 | 7.06 | 1.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.43 | 6.56 | 2.87 | 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 | | | 8.79 | 13.97 | -5.18 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
OBOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.05 | 2.32 | 3.59 | 0.58 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 790 | 1180 | 66.95 | | 1-Month | 377 | 1180 | 31.95 | | 3-Month | 943 | 1165 | 80.94 | | 6-Month | 912 | 1155 | 78.96 | | 1-Year | 772 | 1125 | 68.62 | | 3-Year | 240 | 986 | 24.34 | | 5-Year | 285 | 862 | 33.06 |
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