|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.81% | | 5-Year Average Return: | 4.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.43% | |
Worst 1-Yr Total Return (2008): | -19.37% | |
Best 3-Yr Total Return (2004-6): | 8.03% | |
Worst 3-Yr Total Return (2006-8): | -1.86% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OIBFX | Category | Diff | Index* | Diff | | Year To Date | 21.81 | 19.41 | 2.4 | N/A | N/A | | 1-Month | 3.10 | 2.38 | 0.72 | N/A | N/A | | 3-Month | 5.20 | 4.88 | 0.32 | N/A | N/A | | 1-Year | 25.68 | 23.37 | 2.31 | N/A | N/A | | 3-Year | 1.62 | 0.45 | 1.17 | N/A | N/A | | 5-Year | 4.35 | 2.90 | 1.45 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.80 | 25.19 | 3.61 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.34 | -3.19 | 0.85 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OIBFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.37 | -18.61 | -0.76 | | 2007 | | | 6.15 | 4.53 | 1.62 | | 2006 | | | 10.43 | 8.16 | 2.27 | | 2005 | | | 5.11 | 2.97 | 2.14 | | 2004 | | | 8.62 | 5.46 | 3.16 | | 2003 | | | 18.45 | 12.34 | 6.11 | | 2002 | | | -7.55 | -3.11 | -4.44 | | 2001 | | | -2.05 | -0.39 | -1.66 | | 2000 | | | 2.77 | 4.28 | -1.51 | | 1999 | | | 8.62 | 5.85 | 2.77 |
|
| PAST QUARTERLY RETURNS (%) FOR
OIBFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.51 | 11.55 | 10.56 | N/A | | 2008 | -3.61 | -0.31 | -6.49 | -10.25 | | 2007 | 2.20 | 2.69 | 1.72 | -0.57 | | 2006 | 2.84 | -0.35 | 3.32 | 4.29 | | 2005 | -0.92 | 2.10 | 2.33 | 1.54 | | 2004 | 2.37 | -0.19 | 0.59 | 5.68 | | 2003 | -0.92 | 9.66 | 2.47 | 6.40 | | 2002 | 1.08 | -4.97 | -7.65 | 4.21 | | 2001 | -4.46 | 3.55 | -7.05 | 6.51 | | 2000 | 3.49 | -1.07 | 2.66 | -2.23 | | 1999 | N/A | N/A | N/A | 7.61 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 178 | 639 | 27.86 | | 1-Month | 183 | 655 | 27.94 | | 3-Month | 202 | 653 | 30.93 | | 6-Month | 161 | 647 | 24.88 | | 1-Year | 154 | 635 | 24.25 | | 3-Year | 118 | 514 | 22.96 | | 5-Year | 33 | 349 | 9.46 |
|
|
|
|
|