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| Morningstar Return Rating: | Average | | Year to Date Return: | 3.17% | | 5-Year Average Return: | 5.09% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 8.96% | |
Worst 1-Yr Total Return (2005): | 3.06% | |
Best 3-Yr Total Return (2006-8): | 6.42% | |
Worst 3-Yr Total Return (2004-6): | 3.58% |
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| 1-Year: | 4.62% | | 3-Year: | 5.24% | | 5-Year: | 4.38% | | 10-Year: | 5.69% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OGGAX | Category | Diff | Index* | Diff | | Year To Date | 3.17 | 5.18 | -2.01 | 6.24 | -3.07 | | 1-Month | 0.40 | 0.57 | -0.17 | 0.49 | -0.09 | | 3-Month | 2.40 | 2.42 | -0.02 | 2.60 | -0.2 | | 1-Year | 11.14 | 10.54 | 0.6 | 13.79 | -2.65 | | 3-Year | 6.53 | 5.52 | 1.01 | 6.35 | 0.18 | | 5-Year | 5.09 | 4.28 | 0.81 | 5.05 | 0.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.08 | 4.85 | -0.77 | 7.06 | -2.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.83 | 7.28 | 0.55 | 7.94 | -0.11 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OGGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 8.96 | 4.76 | 4.20 | | 2007 | | | 7.26 | 6.09 | 1.17 | | 2006 | | | 3.14 | 3.47 | -0.33 | | 2005 | | | 3.06 | 1.91 | 1.15 | | 2004 | | | 4.53 | 3.01 | 1.52 | | 2003 | | | 2.28 | 1.90 | 0.38 | | 2002 | | | 11.09 | 9.23 | 1.86 | | 2001 | | | 6.93 | 6.81 | 0.12 | | 2000 | | | 11.75 | 10.86 | 0.89 | | 1999 | | | -2.00 | -1.35 | -0.65 |
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| PAST QUARTERLY RETURNS (%) FOR
OGGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.25 | -0.99 | 2.51 | N/A | | 2008 | 3.28 | -1.08 | 0.83 | 5.78 | | 2007 | 1.55 | -0.95 | 3.25 | 3.28 | | 2006 | -1.21 | -0.21 | 3.75 | 0.84 | | 2005 | -0.06 | 3.51 | -0.95 | 0.58 | | 2004 | 2.94 | -2.64 | 3.42 | 0.85 | | 2003 | 1.14 | 1.75 | -0.43 | -0.18 | | 2002 | 0.04 | 4.57 | 5.35 | 0.80 | | 2001 | 2.42 | 0.20 | 4.46 | -0.24 | | 2000 | 2.35 | 1.65 | 2.78 | 4.51 | | 1999 | N/A | N/A | N/A | -0.31 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 234 | 367 | 63.76 | | 1-Month | 273 | 374 | 72.99 | | 3-Month | 134 | 374 | 35.83 | | 6-Month | 167 | 373 | 44.77 | | 1-Year | 106 | 357 | 29.69 | | 3-Year | 83 | 345 | 24.06 | | 5-Year | 56 | 318 | 17.61 |
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Performance
