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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.84% | | 5-Year Average Return: | 0.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.07% | |
Worst 1-Yr Total Return (2008): | -38.99% | |
Best 3-Yr Total Return (2005-7): | 10.97% | |
Worst 3-Yr Total Return (2006-8): | -7.19% |
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| 1-Year: | -14.32% | | 3-Year: | -2.62% | | 5-Year: | 2.17% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OEGNX | Category | Diff | Index* | Diff | | Year To Date | 15.84 | 31.59 | -15.75 | 24.07 | -8.23 | | 1-Month | 4.08 | 4.49 | -0.41 | 6.00 | -1.92 | | 3-Month | 5.39 | 6.16 | -0.77 | 7.91 | -2.52 | | 1-Year | 20.31 | 35.24 | -14.93 | 25.39 | -5.08 | | 3-Year | -4.84 | -5.04 | 0.2 | -5.79 | 0.95 | | 5-Year | 0.24 | 1.47 | -1.23 | 0.71 | -0.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.24 | 48.99 | -14.75 | 45.76 | -11.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.43 | -20.53 | -7.9 | -18.25 | -10.18 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OEGNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.99 | -43.77 | 4.78 | | 2007 | | | 23.07 | 15.09 | 7.98 | | 2006 | | | 6.49 | 9.00 | -2.51 | | 2005 | | | 4.29 | 9.84 | -5.55 | | 2004 | | | 5.00 | 13.23 | -8.23 | | 2003 | | | 63.40 | 35.96 | 27.44 | | 2002 | | | -37.10 | -27.24 | -9.86 | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OEGNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.26 | 12.16 | 12.85 | N/A | | 2008 | -15.29 | 10.71 | -12.72 | -25.46 | | 2007 | 2.09 | 9.86 | 8.49 | 1.15 | | 2006 | 14.70 | -5.57 | -7.17 | 5.91 | | 2005 | -7.81 | 2.48 | 8.77 | 1.48 | | 2004 | 3.30 | -4.07 | -7.87 | 15.01 | | 2003 | 0.49 | 31.71 | 15.68 | 6.72 | | 2002 | -11.61 | -19.65 | -21.71 | 13.12 | | 2001 | N/A | 35.45 | -27.57 | 34.21 | | 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 | 752 | 827 | 90.93 | | 1-Month | 229 | 881 | 25.99 | | 3-Month | 254 | 879 | 28.90 | | 6-Month | 663 | 862 | 76.91 | | 1-Year | 608 | 825 | 73.70 | | 3-Year | 278 | 734 | 37.87 | | 5-Year | 355 | 632 | 56.17 |
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0.02% Nasdaq 0.00%
Performance
