|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.89% | | 5-Year Average Return: | 0.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.26% | |
Worst 1-Yr Total Return (2008): | -39.35% | |
Best 3-Yr Total Return (2005-7): | 10.36% | |
Worst 3-Yr Total Return (2006-8): | -7.74% |
|
| 1-Year: | -18.32% | | 3-Year: | -3.98% | | 5-Year: | 1.45% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OEGBX | Category | Diff | Index* | Diff | | Year To Date | 10.89 | 25.80 | -14.91 | 17.05 | -6.16 | | 1-Month | -4.14 | -4.37 | 0.23 | -1.86 | -2.28 | | 3-Month | 2.41 | 4.09 | -1.68 | 5.48 | -3.07 | | 1-Year | 1.73 | 16.23 | -14.5 | 9.80 | -8.07 | | 3-Year | -5.95 | -5.36 | -0.59 | -7.02 | 1.07 | | 5-Year | 0.05 | 1.68 | -1.63 | 0.33 | -0.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.72 | 47.87 | -14.15 | 45.76 | -12.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.81 | -19.87 | -8.94 | -18.25 | -10.56 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OEGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.35 | -43.77 | 4.42 | | 2007 | | | 22.26 | 15.09 | 7.17 | | 2006 | | | 5.92 | 9.00 | -3.08 | | 2005 | | | 3.80 | 9.84 | -6.04 | | 2004 | | | 4.48 | 13.23 | -8.75 | | 2003 | | | 62.48 | 35.96 | 26.52 | | 2002 | | | -37.37 | -27.24 | -10.13 | | 2001 | | | -0.51 | -19.98 | 19.47 | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
OEGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.27 | 12.03 | 12.57 | N/A | | 2008 | -15.40 | 10.61 | -12.79 | -25.67 | | 2007 | 1.88 | 9.67 | 8.40 | 0.95 | | 2006 | 14.45 | -5.66 | -7.30 | 5.82 | | 2005 | -7.98 | 2.43 | 8.57 | 1.43 | | 2004 | 3.26 | -4.24 | -8.02 | 14.88 | | 2003 | 0.33 | 31.63 | 15.52 | 6.50 | | 2002 | -11.70 | -19.70 | -21.90 | 13.08 | | 2001 | -24.20 | 35.33 | -27.61 | 33.98 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 788 | 848 | 92.92 | | 1-Month | 432 | 901 | 47.95 | | 3-Month | 610 | 898 | 67.93 | | 6-Month | 703 | 868 | 80.99 | | 1-Year | 649 | 847 | 76.62 | | 3-Year | 384 | 749 | 51.27 | | 5-Year | 394 | 636 | 61.95 |
|
|
|
|
|
0.01% Nasdaq 
0.22%
Performance
