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| Morningstar Return Rating: | Above average | | Year to Date Return: | 25.75% | | 5-Year Average Return: | 1.95% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.98% | |
Worst 1-Yr Total Return (2008): | -33.62% | |
Best 3-Yr Total Return (2004-6): | 10.26% | |
Worst 3-Yr Total Return (2006-8): | -7.13% |
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| 1-Year: | -5.04% | | 3-Year: | -3.68% | | 5-Year: | 2.27% | | 10-Year: | 1.96% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OGIGX | Category | Diff | Index* | Diff | | Year To Date | 25.75 | 25.10 | 0.65 | 24.07 | 1.68 | | 1-Month | 4.80 | 5.28 | -0.48 | 6.00 | -1.2 | | 3-Month | 6.73 | 7.01 | -0.28 | 7.91 | -1.18 | | 1-Year | 30.25 | 28.01 | 2.24 | 25.39 | 4.86 | | 3-Year | -3.65 | -5.87 | 2.22 | -5.79 | 2.14 | | 5-Year | 1.95 | 0.64 | 1.31 | 0.71 | 1.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.27 | 46.08 | -2.81 | 45.76 | -2.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.32 | -17.41 | 4.09 | -18.25 | 4.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OGIGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.62 | -37.79 | 4.17 | | 2007 | | | 5.86 | 6.16 | -0.30 | | 2006 | | | 13.98 | 14.17 | -0.19 | | 2005 | | | 6.02 | 5.88 | 0.14 | | 2004 | | | 10.94 | 10.02 | 0.92 | | 2003 | | | 27.38 | 27.05 | 0.33 | | 2002 | | | -19.34 | -22.25 | 2.91 | | 2001 | | | -9.67 | -13.50 | 3.83 | | 2000 | | | -0.14 | -6.31 | 6.17 | | 1999 | | | 14.80 | 20.16 | -5.36 |
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| PAST QUARTERLY RETURNS (%) FOR
OGIGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.69 | 16.43 | 15.22 | N/A | | 2008 | -8.20 | -0.36 | -10.62 | -18.81 | | 2007 | 2.25 | 5.10 | 1.13 | -2.59 | | 2006 | 5.33 | -1.19 | 2.95 | 6.37 | | 2005 | -1.87 | 1.58 | 4.26 | 2.02 | | 2004 | 2.17 | 1.02 | -1.64 | 9.27 | | 2003 | -3.79 | 14.82 | 4.09 | 10.79 | | 2002 | 1.82 | -10.48 | -16.06 | 5.42 | | 2001 | -10.42 | 6.55 | -15.20 | 11.60 | | 2000 | 5.67 | -3.03 | 3.14 | -5.51 | | 1999 | N/A | N/A | N/A | 13.59 |
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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 | 1394 | 2113 | 65.97 | | 3-Month | 1254 | 2091 | 59.97 | | 6-Month | 1052 | 2064 | 50.97 | | 1-Year | 629 | 2011 | 31.28 | | 3-Year | 247 | 1707 | 14.47 | | 5-Year | 233 | 1360 | 17.13 |
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0.02% Nasdaq 0.00%
Performance
