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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.36% | | 5-Year Average Return: | 4.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 26.33% | |
Worst 1-Yr Total Return (2008): | -43.34% | |
Best 3-Yr Total Return (2004-6): | 20.68% | |
Worst 3-Yr Total Return (2006-8): | -6.64% |
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| 1-Year: | -2.91% | | 3-Year: | -4.23% | | 5-Year: | 5.86% | | 10-Year: | 2.19% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OEIAX | Category | Diff | Index* | Diff | | Year To Date | 29.36 | 29.35 | 0.01 | 29.91 | -0.55 | | 1-Month | 3.19 | 3.83 | -0.64 | 2.00 | 1.19 | | 3-Month | 4.77 | 6.09 | -1.32 | 4.58 | 0.19 | | 1-Year | 40.26 | 38.30 | 1.96 | 37.72 | 2.54 | | 3-Year | -4.88 | -5.68 | 0.8 | -5.52 | 0.64 | | 5-Year | 4.86 | 4.12 | 0.74 | 4.13 | 0.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.50 | 57.56 | 7.94 | 59.35 | 6.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.43 | -15.07 | 0.64 | -14.95 | 0.52 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OEIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.34 | -43.99 | 0.65 | | 2007 | | | 13.69 | 12.71 | 0.98 | | 2006 | | | 26.33 | 24.77 | 1.56 | | 2005 | | | 14.60 | 14.72 | -0.12 | | 2004 | | | 21.40 | 17.39 | 4.01 | | 2003 | | | 41.99 | 33.58 | 8.41 | | 2002 | | | -16.52 | -16.69 | 0.17 | | 2001 | | | -22.24 | -21.67 | -0.57 | | 2000 | | | -18.00 | -16.34 | -1.66 | | 1999 | | | 33.39 | 40.28 | -6.89 |
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| PAST QUARTERLY RETURNS (%) FOR
OEIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.21 | 26.69 | 20.48 | N/A | | 2008 | -8.78 | -2.88 | -19.21 | -20.83 | | 2007 | 4.25 | 7.39 | 2.67 | -1.09 | | 2006 | 9.89 | -0.89 | 4.32 | 11.18 | | 2005 | -0.89 | -1.11 | 11.96 | 4.44 | | 2004 | 4.55 | -0.06 | -0.06 | 16.25 | | 2003 | -7.41 | 19.56 | 8.98 | 17.70 | | 2002 | 1.40 | -2.56 | -19.96 | 5.56 | | 2001 | -12.19 | -0.80 | -16.29 | 6.65 | | 2000 | -0.09 | -4.62 | -9.46 | -4.96 | | 1999 | N/A | N/A | N/A | 18.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 395 | 824 | 47.94 | | 1-Month | 643 | 847 | 75.91 | | 3-Month | 666 | 844 | 78.91 | | 6-Month | 318 | 839 | 37.90 | | 1-Year | 297 | 817 | 36.35 | | 3-Year | 215 | 612 | 35.13 | | 5-Year | 138 | 462 | 29.87 |
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