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| Morningstar Return Rating: | Average | | Year to Date Return: | -5.90% | | 5-Year Average Return: | 0.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 23.83% | |
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: | 22.83% | | 3-Year: | -2.40% | | 5-Year: | 0.64% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OEGNX | Category | Diff | Index* | Diff | | Year To Date | -5.90 | -4.57 | -1.33 | -3.60 | -2.3 | | 1-Month | -5.90 | -4.57 | -1.33 | -3.60 | -2.3 | | 3-Month | 4.70 | 5.39 | -0.69 | 4.16 | 0.54 | | 1-Year | 22.43 | 39.73 | -17.3 | 33.14 | -10.71 | | 3-Year | -5.35 | -5.54 | 0.19 | -7.24 | 1.89 | | 5-Year | 0.50 | 1.43 | -0.93 | 0.18 | 0.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.24 | 49.32 | -15.08 | 45.76 | -11.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.43 | -20.58 | -7.85 | -18.25 | -10.18 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OEGNX | Category | Diff | | 2009 | | | 23.83 | 39.11 | -15.28 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
OEGNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.26 | 12.16 | 12.85 | 6.64 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 754 | 857 | 87.98 | | 1-Month | 608 | 857 | 70.95 | | 3-Month | 510 | 851 | 59.93 | | 6-Month | 692 | 845 | 81.89 | | 1-Year | 630 | 804 | 78.36 | | 3-Year | 290 | 719 | 40.33 | | 5-Year | 362 | 622 | 58.20 |
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1.52% Nasdaq 0.00%
Performance
