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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.25% | | 5-Year Average Return: | 2.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.40% | |
Worst 1-Yr Total Return (2008): | -39.72% | |
Best 3-Yr Total Return (2005-7): | 11.04% | |
Worst 3-Yr Total Return (2006-8): | -7.63% |
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| 1-Year: | -10.16% | | 3-Year: | -3.76% | | 5-Year: | 0.62% | | 10-Year: | -4.08% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OLGAX | Category | Diff | Index* | Diff | | Year To Date | 29.25 | 31.20 | -1.95 | 24.07 | 5.18 | | 1-Month | 7.45 | 5.67 | 1.78 | 6.00 | 1.45 | | 3-Month | 13.60 | 8.18 | 5.42 | 7.91 | 5.69 | | 1-Year | 31.83 | 34.04 | -2.21 | 25.39 | 6.44 | | 3-Year | -1.34 | -3.89 | 2.55 | -5.79 | 4.45 | | 5-Year | 2.07 | 1.25 | 0.82 | 0.71 | 1.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.16 | 43.84 | -6.68 | 45.76 | -8.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.18 | -18.03 | -4.15 | -18.25 | -3.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OLGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.72 | -40.67 | 0.95 | | 2007 | | | 23.40 | 13.35 | 10.05 | | 2006 | | | 5.93 | 7.05 | -1.12 | | 2005 | | | 4.73 | 6.71 | -1.98 | | 2004 | | | 6.68 | 7.81 | -1.13 | | 2003 | | | 27.06 | 28.66 | -1.60 | | 2002 | | | -28.58 | -27.64 | -0.94 | | 2001 | | | -20.57 | -22.30 | 1.73 | | 2000 | | | -24.20 | -13.05 | -11.15 | | 1999 | | | 27.49 | 38.87 | -11.38 |
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| PAST QUARTERLY RETURNS (%) FOR
OLGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.01 | 10.59 | 15.11 | N/A | | 2008 | -13.43 | 6.55 | -16.66 | -21.59 | | 2007 | 1.75 | 7.11 | 8.08 | 4.75 | | 2006 | 2.78 | -3.67 | 2.31 | 4.58 | | 2005 | -6.47 | 3.53 | 4.01 | 3.98 | | 2004 | 0.48 | 1.65 | -4.25 | 9.09 | | 2003 | -0.88 | 14.22 | 2.71 | 9.26 | | 2002 | -3.44 | -18.26 | -14.50 | 5.84 | | 2001 | -18.83 | 7.53 | -19.52 | 13.08 | | 2000 | 3.49 | -3.55 | -5.32 | -19.80 | | 1999 | N/A | N/A | N/A | 19.60 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1018 | 1818 | 56.00 | | 1-Month | 762 | 1906 | 39.98 | | 3-Month | 38 | 1904 | 2.00 | | 6-Month | 205 | 1866 | 10.99 | | 1-Year | 847 | 1815 | 46.67 | | 3-Year | 217 | 1537 | 14.12 | | 5-Year | 329 | 1273 | 25.84 |
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0.44% Nasdaq 
Performance
