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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.64% | | 5-Year Average Return: | 5.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 26.64% | |
Worst 1-Yr Total Return (2008): | -43.19% | |
Best 3-Yr Total Return (2004-6): | 20.95% | |
Worst 3-Yr Total Return (2006-8): | -6.40% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OIEAX | Category | Diff | Index* | Diff | | Year To Date | 29.64 | 29.35 | 0.29 | 29.91 | -0.27 | | 1-Month | 3.22 | 3.83 | -0.61 | 2.00 | 1.22 | | 3-Month | 4.79 | 6.09 | -1.3 | 4.58 | 0.21 | | 1-Year | 40.64 | 38.30 | 2.34 | 37.72 | 2.92 | | 3-Year | -4.65 | -5.68 | 1.03 | -5.52 | 0.87 | | 5-Year | 5.12 | 4.12 | 1 | 4.13 | 0.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.83 | 57.56 | 8.27 | 59.35 | 6.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.17 | -15.07 | 0.9 | -14.95 | 0.78 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OIEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.19 | -43.99 | 0.80 | | 2007 | | | 13.98 | 12.71 | 1.27 | | 2006 | | | 26.64 | 24.77 | 1.87 | | 2005 | | | 14.86 | 14.72 | 0.14 | | 2004 | | | 21.65 | 17.39 | 4.26 | | 2003 | | | 42.44 | 33.58 | 8.86 | | 2002 | | | -16.27 | -16.69 | 0.42 | | 2001 | | | -21.97 | -21.67 | -0.30 | | 2000 | | | -17.63 | -16.34 | -1.29 | | 1999 | | | 33.42 | 40.28 | -6.86 |
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| PAST QUARTERLY RETURNS (%) FOR
OIEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.20 | 26.81 | 20.56 | N/A | | 2008 | -8.70 | -2.83 | -19.20 | -20.74 | | 2007 | 4.34 | 7.46 | 2.72 | -1.03 | | 2006 | 9.98 | -0.84 | 4.38 | 11.25 | | 2005 | -0.79 | -1.11 | 12.06 | 4.47 | | 2004 | 4.60 | 0.00 | -0.06 | 16.37 | | 2003 | -7.32 | 19.69 | 9.02 | 17.78 | | 2002 | 1.47 | -2.49 | -19.86 | 5.59 | | 2001 | -12.05 | -0.74 | -16.23 | 6.71 | | 2000 | 0.09 | -4.50 | -9.38 | -4.91 | | 1999 | N/A | N/A | N/A | 18.39 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 379 | 824 | 46.00 | | 1-Month | 626 | 847 | 73.91 | | 3-Month | 649 | 844 | 76.90 | | 6-Month | 285 | 839 | 33.97 | | 1-Year | 285 | 817 | 34.88 | | 3-Year | 199 | 612 | 32.52 | | 5-Year | 129 | 462 | 27.92 |
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