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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.51% | | 5-Year Average Return: | 1.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.71% | |
Worst 1-Yr Total Return (2008): | -40.04% | |
Best 3-Yr Total Return (2005-7): | 10.41% | |
Worst 3-Yr Total Return (2006-8): | -8.13% |
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| 1-Year: | -10.51% | | 3-Year: | -3.57% | | 5-Year: | 0.74% | | 10-Year: | -4.19% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OGLGX | Category | Diff | Index* | Diff | | Year To Date | 28.51 | 31.20 | -2.69 | 24.07 | 4.44 | | 1-Month | 7.42 | 5.67 | 1.75 | 6.00 | 1.42 | | 3-Month | 13.44 | 8.18 | 5.26 | 7.91 | 5.53 | | 1-Year | 31.02 | 34.04 | -3.02 | 25.39 | 5.63 | | 3-Year | -1.91 | -3.89 | 1.98 | -5.79 | 3.88 | | 5-Year | 1.50 | 1.25 | 0.25 | 0.71 | 0.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.61 | 43.84 | -7.23 | 45.76 | -9.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.68 | -18.03 | -4.65 | -18.25 | -4.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OGLGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.04 | -40.67 | 0.63 | | 2007 | | | 22.71 | 13.35 | 9.36 | | 2006 | | | 5.39 | 7.05 | -1.66 | | 2005 | | | 4.07 | 6.71 | -2.64 | | 2004 | | | 5.89 | 7.81 | -1.92 | | 2003 | | | 26.15 | 28.66 | -2.51 | | 2002 | | | -29.10 | -27.64 | -1.46 | | 2001 | | | -21.16 | -22.30 | 1.14 | | 2000 | | | -24.73 | -13.05 | -11.68 | | 1999 | | | 26.59 | 38.87 | -12.28 |
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| PAST QUARTERLY RETURNS (%) FOR
OGLGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.16 | 11.10 | 14.20 | N/A | | 2008 | -13.50 | 6.39 | -16.77 | -21.72 | | 2007 | 1.66 | 6.92 | 7.95 | 4.58 | | 2006 | 2.63 | -3.75 | 2.18 | 4.41 | | 2005 | -6.67 | 3.38 | 3.93 | 3.78 | | 2004 | 0.30 | 1.41 | -4.38 | 8.89 | | 2003 | -1.12 | 14.12 | 2.49 | 9.08 | | 2002 | -3.59 | -18.47 | -14.62 | 5.64 | | 2001 | -18.96 | 7.30 | -19.64 | 12.82 | | 2000 | 3.31 | -3.72 | -5.50 | -19.92 | | 1999 | N/A | N/A | N/A | 19.38 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1090 | 1818 | 59.96 | | 1-Month | 743 | 1906 | 38.98 | | 3-Month | 38 | 1904 | 2.00 | | 6-Month | 317 | 1866 | 16.99 | | 1-Year | 937 | 1815 | 51.63 | | 3-Year | 287 | 1537 | 18.67 | | 5-Year | 460 | 1273 | 36.14 |
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0.51% Nasdaq 
Performance
