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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.57% | | 5-Year Average Return: | 1.53% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.79% | |
Worst 1-Yr Total Return (2008): | -40.01% | |
Best 3-Yr Total Return (2005-7): | 10.44% | |
Worst 3-Yr Total Return (2006-8): | -8.12% |
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| 1-Year: | -6.71% | | 3-Year: | -2.56% | | 5-Year: | 1.13% | | 10-Year: | -4.18% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OLGCX | Category | Diff | Index* | Diff | | Year To Date | 28.57 | 31.20 | -2.63 | 24.07 | 4.5 | | 1-Month | 7.48 | 5.67 | 1.81 | 6.00 | 1.48 | | 3-Month | 13.47 | 8.18 | 5.29 | 7.91 | 5.56 | | 1-Year | 31.10 | 34.04 | -2.94 | 25.39 | 5.71 | | 3-Year | -1.88 | -3.89 | 2.01 | -5.79 | 3.91 | | 5-Year | 1.53 | 1.25 | 0.28 | 0.71 | 0.82 | | 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) | -22.63 | -18.03 | -4.6 | -18.25 | -4.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OLGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.01 | -40.67 | 0.66 | | 2007 | | | 22.79 | 13.35 | 9.44 | | 2006 | | | 5.30 | 7.05 | -1.75 | | 2005 | | | 4.18 | 6.71 | -2.53 | | 2004 | | | 5.85 | 7.81 | -1.96 | | 2003 | | | 26.09 | 28.66 | -2.57 | | 2002 | | | -29.09 | -27.64 | -1.45 | | 2001 | | | -21.10 | -22.30 | 1.20 | | 2000 | | | -24.73 | -13.05 | -11.68 | | 1999 | | | 26.59 | 38.87 | -12.28 |
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| PAST QUARTERLY RETURNS (%) FOR
OLGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.19 | 11.19 | 14.14 | N/A | | 2008 | -13.51 | 6.38 | -16.74 | -21.69 | | 2007 | 1.68 | 6.92 | 7.96 | 4.62 | | 2006 | 2.58 | -3.78 | 2.20 | 4.38 | | 2005 | -6.59 | 3.34 | 3.89 | 3.88 | | 2004 | 0.30 | 1.42 | -4.35 | 8.79 | | 2003 | -1.13 | 14.05 | 2.51 | 9.08 | | 2002 | -3.62 | -18.43 | -14.66 | 5.69 | | 2001 | -18.93 | 7.31 | -19.64 | 12.86 | | 2000 | 3.34 | -3.72 | -5.51 | -19.94 | | 1999 | N/A | N/A | N/A | 19.33 |
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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 | 781 | 1906 | 40.98 | | 3-Month | 38 | 1904 | 2.00 | | 6-Month | 317 | 1866 | 16.99 | | 1-Year | 930 | 1815 | 51.24 | | 3-Year | 285 | 1537 | 18.54 | | 5-Year | 458 | 1273 | 35.98 |
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0.26% Nasdaq 
Performance
