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| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.85% | | 5-Year Average Return: | 0.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.31% | |
Worst 1-Yr Total Return (2008): | -39.33% | |
Best 3-Yr Total Return (2005-7): | 10.37% | |
Worst 3-Yr Total Return (2006-8): | -7.72% |
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| 1-Year: | -14.75% | | 3-Year: | -3.13% | | 5-Year: | 1.66% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OEGCX | Category | Diff | Index* | Diff | | Year To Date | 10.85 | 25.80 | -14.95 | 17.05 | -6.2 | | 1-Month | -4.25 | -4.37 | 0.12 | -1.86 | -2.39 | | 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 | -5.94 | -5.36 | -0.58 | -7.02 | 1.08 | | 5-Year | 0.07 | 1.68 | -1.61 | 0.33 | -0.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.78 | 47.87 | -14.09 | 45.76 | -11.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.83 | -19.87 | -8.96 | -18.25 | -10.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OEGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.33 | -43.77 | 4.44 | | 2007 | | | 22.31 | 15.09 | 7.22 | | 2006 | | | 5.90 | 9.00 | -3.10 | | 2005 | | | 3.79 | 9.84 | -6.05 | | 2004 | | | 4.57 | 13.23 | -8.66 | | 2003 | | | 62.38 | 35.96 | 26.42 | | 2002 | | | -37.40 | -27.24 | -10.16 | | 2001 | | | -0.41 | -19.98 | 19.57 | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OEGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.25 | 11.99 | 12.68 | N/A | | 2008 | -15.36 | 10.58 | -12.85 | -25.62 | | 2007 | 1.87 | 9.74 | 8.38 | 0.95 | | 2006 | 14.42 | -5.65 | -7.29 | 5.81 | | 2005 | -7.97 | 2.43 | 8.56 | 1.42 | | 2004 | 3.25 | -4.23 | -8.02 | 14.97 | | 2003 | 0.33 | 31.58 | 15.50 | 6.49 | | 2002 | -11.78 | -19.67 | -21.87 | 13.06 | | 2001 | -24.18 | 35.28 | -27.58 | 34.07 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 788 | 848 | 92.92 | | 1-Month | 369 | 901 | 40.95 | | 3-Month | 610 | 898 | 67.93 | | 6-Month | 711 | 868 | 81.91 | | 1-Year | 648 | 847 | 76.51 | | 3-Year | 383 | 749 | 51.13 | | 5-Year | 390 | 636 | 61.32 |
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