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| Morningstar Return Rating: | Above average | | Year to Date Return: | 25.77% | | 5-Year Average Return: | 1.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.97% | |
Worst 1-Yr Total Return (2008): | -33.64% | |
Best 3-Yr Total Return (2004-6): | 10.26% | |
Worst 3-Yr Total Return (2006-8): | -7.13% |
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| 1-Year: | -1.51% | | 3-Year: | -2.91% | | 5-Year: | 2.59% | | 10-Year: | 1.96% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OGGCX | Category | Diff | Index* | Diff | | Year To Date | 25.77 | 25.10 | 0.67 | 24.07 | 1.7 | | 1-Month | 4.78 | 5.28 | -0.5 | 6.00 | -1.22 | | 3-Month | 6.75 | 7.01 | -0.26 | 7.91 | -1.16 | | 1-Year | 30.20 | 28.01 | 2.19 | 25.39 | 4.81 | | 3-Year | -3.65 | -5.87 | 2.22 | -5.79 | 2.14 | | 5-Year | 1.97 | 0.64 | 1.33 | 0.71 | 1.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.26 | 46.08 | -2.82 | 45.76 | -2.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.35 | -17.41 | 4.06 | -18.25 | 4.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OGGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.64 | -37.79 | 4.15 | | 2007 | | | 5.91 | 6.16 | -0.25 | | 2006 | | | 13.97 | 14.17 | -0.20 | | 2005 | | | 6.04 | 5.88 | 0.16 | | 2004 | | | 10.92 | 10.02 | 0.90 | | 2003 | | | 27.41 | 27.05 | 0.36 | | 2002 | | | -19.32 | -22.25 | 2.93 | | 2001 | | | -9.70 | -13.50 | 3.80 | | 2000 | | | -0.23 | -6.31 | 6.08 | | 1999 | | | 14.87 | 20.16 | -5.29 |
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| PAST QUARTERLY RETURNS (%) FOR
OGGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.71 | 16.36 | 15.28 | N/A | | 2008 | -8.25 | -0.36 | -10.56 | -18.84 | | 2007 | 2.28 | 5.11 | 1.09 | -2.55 | | 2006 | 5.26 | -1.13 | 2.99 | 6.34 | | 2005 | -1.89 | 1.61 | 4.24 | 2.05 | | 2004 | 2.20 | 0.96 | -1.58 | 9.23 | | 2003 | -3.74 | 14.78 | 4.14 | 10.74 | | 2002 | 1.84 | -10.44 | -16.07 | 5.40 | | 2001 | -10.39 | 6.55 | -15.15 | 11.47 | | 2000 | 5.66 | -3.06 | 3.09 | -5.51 | | 1999 | N/A | N/A | N/A | 13.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 767 | 2021 | 37.95 | | 1-Month | 1352 | 2113 | 63.98 | | 3-Month | 1191 | 2091 | 56.96 | | 6-Month | 1052 | 2064 | 50.97 | | 1-Year | 610 | 2011 | 30.33 | | 3-Year | 241 | 1707 | 14.12 | | 5-Year | 226 | 1360 | 16.62 |
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0.03% Nasdaq 
0.01 (0.08%) 
Performance
