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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.17% | | 5-Year Average Return: | 0.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.70% | |
Worst 1-Yr Total Return (2008): | -44.38% | |
Best 3-Yr Total Return (2005-7): | 8.74% | |
Worst 3-Yr Total Return (2006-8): | -12.61% |
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| 1-Year: | -9.58% | | 3-Year: | -6.14% | | 5-Year: | 0.45% | | 10-Year: | -0.09% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OEQBX | Category | Diff | Index* | Diff | | Year To Date | 28.17 | 24.15 | 4.02 | 17.05 | 11.12 | | 1-Month | -2.41 | -2.25 | -0.16 | -1.86 | -0.55 | | 3-Month | 5.21 | 4.52 | 0.69 | 5.48 | -0.27 | | 1-Year | 16.10 | 15.35 | 0.75 | 9.80 | 6.3 | | 3-Year | -6.97 | -4.95 | -2.02 | -7.02 | 0.05 | | 5-Year | 0.01 | 0.99 | -0.98 | 0.33 | -0.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.52 | 42.81 | 5.71 | 45.76 | 2.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.84 | -17.14 | -2.7 | -18.25 | -1.59 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OEQBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.38 | -40.67 | -3.71 | | 2007 | | | 9.70 | 13.35 | -3.65 | | 2006 | | | 9.37 | 7.05 | 2.32 | | 2005 | | | 7.16 | 6.71 | 0.45 | | 2004 | | | 9.70 | 7.81 | 1.89 | | 2003 | | | 25.27 | 28.66 | -3.39 | | 2002 | | | -18.54 | -27.64 | 9.10 | | 2001 | | | -11.15 | -22.30 | 11.15 | | 2000 | | | -6.36 | -13.05 | 6.69 | | 1999 | | | 17.37 | 38.87 | -21.50 |
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| PAST QUARTERLY RETURNS (%) FOR
OEQBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.92 | 19.03 | 14.85 | N/A | | 2008 | -11.56 | 1.52 | -14.48 | -27.56 | | 2007 | 3.60 | 7.51 | 3.76 | -5.07 | | 2006 | 4.06 | -4.95 | 4.61 | 5.70 | | 2005 | -2.66 | 3.23 | 5.11 | 1.46 | | 2004 | 1.52 | 0.47 | -2.52 | 10.33 | | 2003 | -3.22 | 13.55 | 3.36 | 10.28 | | 2002 | -1.65 | -9.38 | -11.55 | 3.33 | | 2001 | -9.36 | 3.60 | -14.08 | 10.12 | | 2000 | 7.95 | -3.53 | 2.56 | -12.33 | | 1999 | N/A | N/A | N/A | 13.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 468 | 1802 | 25.97 | | 1-Month | 1077 | 1890 | 56.98 | | 3-Month | 1186 | 1884 | 62.95 | | 6-Month | 347 | 1827 | 18.99 | | 1-Year | 506 | 1797 | 28.16 | | 3-Year | 1024 | 1518 | 67.46 | | 5-Year | 752 | 1251 | 60.11 |
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0.43% Nasdaq 
0.17%
Performance
