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| Morningstar Return Rating: | Average | | Year to Date Return: | 8.93% | | 5-Year Average Return: | 4.51% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.10% | |
Worst 1-Yr Total Return (2005): | 1.33% | |
Best 3-Yr Total Return (2006-8): | 4.16% | |
Worst 3-Yr Total Return (2004-6): | 2.71% |
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| 1-Year: | 10.77% | | 3-Year: | 6.07% | | 5-Year: | 4.53% | | 10-Year: | 5.58% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OBOCX | Category | Diff | Index* | Diff | | Year To Date | 8.93 | 13.54 | -4.61 | 6.24 | 2.69 | | 1-Month | 0.69 | 0.89 | -0.2 | 0.49 | 0.2 | | 3-Month | 2.95 | 4.14 | -1.19 | 2.60 | 0.35 | | 1-Year | 14.53 | 17.86 | -3.33 | 13.79 | 0.74 | | 3-Year | 6.14 | 4.54 | 1.6 | 6.35 | -0.21 | | 5-Year | 4.51 | 3.85 | 0.66 | 5.05 | -0.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.20 | 13.81 | -5.61 | 7.06 | 1.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.45 | 6.49 | 2.96 | 7.94 | 1.51 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OBOCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.12 | -4.70 | 7.82 | | 2007 | | | 6.10 | 4.70 | 1.40 | | 2006 | | | 3.27 | 4.15 | -0.88 | | 2005 | | | 1.33 | 1.80 | -0.47 | | 2004 | | | 3.52 | 3.91 | -0.39 | | 2003 | | | 3.08 | 5.10 | -2.02 | | 2002 | | | 9.16 | 8.04 | 1.12 | | 2001 | | | 8.05 | 7.64 | 0.41 | | 2000 | | | 11.05 | 9.44 | 1.61 | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OBOCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.14 | 2.25 | 3.59 | N/A | | 2008 | 2.11 | -0.91 | -1.35 | 3.32 | | 2007 | 1.50 | -0.73 | 2.78 | 2.46 | | 2006 | -0.75 | -0.29 | 3.52 | 0.81 | | 2005 | -1.02 | 2.99 | -0.85 | 0.26 | | 2004 | 2.60 | -2.53 | 2.77 | 0.73 | | 2003 | 1.11 | 1.78 | 0.03 | 0.14 | | 2002 | 0.02 | 3.42 | 4.20 | 1.27 | | 2001 | 2.85 | 0.32 | 4.89 | -0.16 | | 2000 | 2.08 | 1.35 | 2.56 | 4.67 | | 1999 | N/A | N/A | N/A | -0.60 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 852 | 1122 | 75.94 | | 1-Month | 942 | 1164 | 80.93 | | 3-Month | 934 | 1154 | 80.94 | | 6-Month | 929 | 1133 | 81.99 | | 1-Year | 649 | 1113 | 58.31 | | 3-Year | 220 | 957 | 22.99 | | 5-Year | 260 | 845 | 30.77 |
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0.22% Nasdaq 
0.02 (0.18%) 
Performance
