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| Morningstar Return Rating: | Below average | | Year to Date Return: | 35.13% | | 5-Year Average Return: | 0.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.73% | |
Worst 1-Yr Total Return (2008): | -43.83% | |
Best 3-Yr Total Return (2005-7): | 9.74% | |
Worst 3-Yr Total Return (2006-8): | -11.79% |
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| 1-Year: | -9.54% | | 3-Year: | -6.42% | | 5-Year: | 0.43% | | 10-Year: | 0.18% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OEQAX | Category | Diff | Index* | Diff | | Year To Date | 35.13 | 31.20 | 3.93 | 24.07 | 11.06 | | 1-Month | 4.86 | 5.67 | -0.81 | 6.00 | -1.14 | | 3-Month | 6.73 | 8.18 | -1.45 | 7.91 | -1.18 | | 1-Year | 37.80 | 34.04 | 3.76 | 25.39 | 12.41 | | 3-Year | -5.58 | -3.89 | -1.69 | -5.79 | 0.21 | | 5-Year | 0.74 | 1.25 | -0.51 | 0.71 | 0.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.41 | 43.84 | 5.57 | 45.76 | 3.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.18 | -18.03 | -1.15 | -18.25 | -0.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OEQAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.83 | -40.67 | -3.16 | | 2007 | | | 10.73 | 13.35 | -2.62 | | 2006 | | | 10.34 | 7.05 | 3.29 | | 2005 | | | 8.16 | 6.71 | 1.45 | | 2004 | | | 10.73 | 7.81 | 2.92 | | 2003 | | | 26.26 | 28.66 | -2.40 | | 2002 | | | -17.80 | -27.64 | 9.84 | | 2001 | | | -10.43 | -22.30 | 11.87 | | 2000 | | | -5.62 | -13.05 | 7.43 | | 1999 | | | 18.34 | 38.87 | -20.53 |
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| PAST QUARTERLY RETURNS (%) FOR
OEQAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.83 | 19.35 | 15.00 | N/A | | 2008 | -11.42 | 1.75 | -14.29 | -27.29 | | 2007 | 3.89 | 7.66 | 3.97 | -4.77 | | 2006 | 4.38 | -4.74 | 4.78 | 5.91 | | 2005 | -2.40 | 3.50 | 5.39 | 1.60 | | 2004 | 1.86 | 0.64 | -2.36 | 10.63 | | 2003 | -3.05 | 13.78 | 3.61 | 10.46 | | 2002 | -1.44 | -9.17 | -11.49 | 3.75 | | 2001 | -9.17 | 3.74 | -13.87 | 10.37 | | 2000 | 8.09 | -3.29 | 2.82 | -12.19 | | 1999 | N/A | N/A | N/A | 13.52 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 509 | 1818 | 28.00 | | 1-Month | 1486 | 1906 | 77.96 | | 3-Month | 1542 | 1904 | 80.99 | | 6-Month | 1026 | 1866 | 54.98 | | 1-Year | 403 | 1815 | 22.20 | | 3-Year | 970 | 1537 | 63.11 | | 5-Year | 631 | 1273 | 49.57 |
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0.49% Nasdaq 0.00%
Performance
