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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.03% | | 5-Year Average Return: | 3.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.98% | |
Worst 1-Yr Total Return (2008): | -12.71% | |
Best 3-Yr Total Return (2004-6): | 5.00% | |
Worst 3-Yr Total Return (2006-8): | -0.80% |
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| 1-Year: | 7.03% | | 3-Year: | 2.43% | | 5-Year: | 3.55% | | 10-Year: | 3.57% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OCGCX | Category | Diff | Index* | Diff | | Year To Date | 17.03 | 19.41 | -2.38 | N/A | N/A | | 1-Month | 2.20 | 2.38 | -0.18 | N/A | N/A | | 3-Month | 4.17 | 4.88 | -0.71 | N/A | N/A | | 1-Year | 20.19 | 23.37 | -3.18 | N/A | N/A | | 3-Year | 2.31 | 0.45 | 1.86 | N/A | N/A | | 5-Year | 3.59 | 2.90 | 0.69 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 20.24 | 25.19 | -4.95 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.23 | -3.19 | 4.42 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OCGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -12.71 | -18.61 | 5.90 | | 2007 | | | 4.54 | 4.53 | 0.01 | | 2006 | | | 6.98 | 8.16 | -1.18 | | 2005 | | | 2.96 | 2.97 | -0.01 | | 2004 | | | 5.11 | 5.46 | -0.35 | | 2003 | | | 11.09 | 12.34 | -1.25 | | 2002 | | | -2.98 | -3.11 | 0.13 | | 2001 | | | 0.43 | -0.39 | 0.82 | | 2000 | | | 4.40 | 4.28 | 0.12 | | 1999 | | | 3.42 | 5.85 | -2.43 |
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| PAST QUARTERLY RETURNS (%) FOR
OCGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.51 | 7.90 | 7.98 | N/A | | 2008 | -1.80 | -0.75 | -4.86 | -5.86 | | 2007 | 1.63 | 1.28 | 1.52 | 0.05 | | 2006 | 1.33 | -0.06 | 2.92 | 2.64 | | 2005 | -0.78 | 2.00 | 0.92 | 0.81 | | 2004 | 1.77 | -0.88 | 0.95 | 3.21 | | 2003 | -0.27 | 6.21 | 1.10 | 3.74 | | 2002 | 0.36 | -2.49 | -3.64 | 2.89 | | 2001 | -1.84 | 2.01 | -2.90 | 3.30 | | 2000 | 1.78 | 0.00 | 2.26 | 0.32 | | 1999 | N/A | N/A | N/A | 3.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 447 | 639 | 69.95 | | 1-Month | 320 | 655 | 48.85 | | 3-Month | 404 | 653 | 61.87 | | 6-Month | 478 | 647 | 73.88 | | 1-Year | 386 | 635 | 60.79 | | 3-Year | 76 | 514 | 14.79 | | 5-Year | 89 | 349 | 25.50 |
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0.11% Nasdaq 
0.01%
Performance
