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| Morningstar Return Rating: | Average | | Year to Date Return: | 42.55% | | 5-Year Average Return: | 5.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.81% | |
Worst 1-Yr Total Return (2008): | -23.15% | |
Best 3-Yr Total Return (2004-6): | 7.92% | |
Worst 3-Yr Total Return (2006-8): | -4.53% |
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| 1-Year: | 15.08% | | 3-Year: | 3.95% | | 5-Year: | 5.15% | | 10-Year: | 5.39% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OGHCX | Category | Diff | Index* | Diff | | Year To Date | 42.55 | 42.53 | 0.02 | 7.61 | 34.94 | | 1-Month | 1.27 | 1.09 | 0.18 | 1.29 | -0.02 | | 3-Month | 7.55 | 7.76 | -0.21 | 2.86 | 4.69 | | 1-Year | 47.53 | 48.90 | -1.37 | 11.63 | 35.9 | | 3-Year | 3.92 | 2.47 | 1.45 | 6.40 | -2.48 | | 5-Year | 5.06 | 4.02 | 1.04 | 5.49 | -0.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.92 | 35.54 | -1.62 | 7.06 | 26.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.43 | 0.71 | 3.72 | 7.94 | -3.51 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OGHCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.15 | -26.41 | 3.26 | | 2007 | | | 1.25 | 1.47 | -0.22 | | 2006 | | | 11.81 | 10.14 | 1.67 | | 2005 | | | 2.06 | 2.59 | -0.53 | | 2004 | | | 10.15 | 9.99 | 0.16 | | 2003 | | | 24.95 | 24.36 | 0.59 | | 2002 | | | -1.94 | -1.52 | -0.42 | | 2001 | | | 4.42 | 2.39 | 2.03 | | 2000 | | | -4.39 | -7.12 | 2.73 | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OGHCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.68 | 17.27 | 11.84 | N/A | | 2008 | -3.54 | 1.59 | -6.36 | -16.25 | | 2007 | 2.68 | 0.83 | -0.51 | -1.70 | | 2006 | 3.09 | 0.76 | 3.36 | 4.13 | | 2005 | -1.04 | 1.48 | 1.27 | 0.35 | | 2004 | 1.85 | 0.07 | 3.50 | 4.42 | | 2003 | 5.55 | 9.34 | 2.65 | 5.48 | | 2002 | -0.08 | -3.91 | -3.17 | 5.48 | | 2001 | 4.25 | -0.52 | -4.43 | 5.35 | | 2000 | -3.26 | 1.37 | 1.48 | -3.93 | | 1999 | N/A | N/A | N/A | 1.94 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 293 | 543 | 53.96 | | 1-Month | 103 | 574 | 17.94 | | 3-Month | 256 | 571 | 44.83 | | 6-Month | 313 | 559 | 55.99 | | 1-Year | 293 | 543 | 53.96 | | 3-Year | 130 | 467 | 27.84 | | 5-Year | 71 | 403 | 17.62 |
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0.02% Nasdaq 0.00%
Performance
