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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.09% | | 5-Year Average Return: | 0.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.03% | |
Worst 1-Yr Total Return (2008): | -30.27% | |
Best 3-Yr Total Return (2004-6): | 11.74% | |
Worst 3-Yr Total Return (2006-8): | -5.54% |
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| 1-Year: | -15.06% | | 3-Year: | -6.97% | | 5-Year: | 0.65% | | 10-Year: | 0.51% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OGIBX | Category | Diff | Index* | Diff | | Year To Date | 14.09 | 21.73 | -7.64 | 24.07 | -9.98 | | 1-Month | 5.77 | 5.16 | 0.61 | 6.00 | -0.23 | | 3-Month | 7.42 | 6.45 | 0.97 | 7.91 | -0.49 | | 1-Year | 15.53 | 24.67 | -9.14 | 25.39 | -9.86 | | 3-Year | -6.33 | -7.33 | 1 | -5.79 | -0.54 | | 5-Year | 0.78 | 0.27 | 0.51 | 0.71 | 0.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.81 | 47.53 | -14.72 | 45.76 | -12.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.75 | -16.99 | -0.76 | -18.25 | 0.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OGIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.27 | -37.09 | 6.82 | | 2007 | | | 0.72 | 1.42 | -0.70 | | 2006 | | | 20.03 | 18.15 | 1.88 | | 2005 | | | 5.29 | 5.95 | -0.66 | | 2004 | | | 10.41 | 12.97 | -2.56 | | 2003 | | | 21.63 | 28.44 | -6.81 | | 2002 | | | -19.06 | -18.69 | -0.37 | | 2001 | | | -7.71 | -4.99 | -2.72 | | 2000 | | | 6.12 | 7.87 | -1.75 | | 1999 | | | -0.68 | 6.72 | -7.40 |
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| PAST QUARTERLY RETURNS (%) FOR
OGIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.11 | 10.69 | 13.12 | N/A | | 2008 | -8.41 | -4.32 | -2.71 | -18.21 | | 2007 | 1.30 | 4.84 | -0.02 | -5.15 | | 2006 | 3.43 | 1.53 | 6.26 | 7.57 | | 2005 | 0.44 | 2.47 | 1.72 | 0.56 | | 2004 | 1.81 | 1.10 | -0.54 | 7.84 | | 2003 | -4.02 | 13.33 | 1.08 | 10.62 | | 2002 | 2.35 | -10.34 | -17.18 | 6.50 | | 2001 | -7.89 | 2.82 | -7.78 | 5.67 | | 2000 | -3.70 | 1.06 | 5.58 | 3.28 | | 1999 | N/A | N/A | N/A | 2.38 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1137 | 1293 | 87.94 | | 1-Month | 133 | 1338 | 9.94 | | 3-Month | 159 | 1329 | 11.96 | | 6-Month | 541 | 1320 | 40.98 | | 1-Year | 965 | 1280 | 75.39 | | 3-Year | 337 | 1088 | 30.97 | | 5-Year | 271 | 917 | 29.55 |
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0.51% Nasdaq 
Performance
