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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.31% | | 5-Year Average Return: | 0.29% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.82% | |
Worst 1-Yr Total Return (2008): | -42.55% | |
Best 3-Yr Total Return (2005-7): | 10.84% | |
Worst 3-Yr Total Return (2006-8): | -10.52% |
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| 1-Year: | -6.61% | | 3-Year: | -6.27% | | 5-Year: | 1.43% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OMCGX | Category | Diff | Index* | Diff | | Year To Date | 25.31 | 25.10 | 0.21 | 24.07 | 1.24 | | 1-Month | 4.26 | 5.28 | -1.02 | 6.00 | -1.74 | | 3-Month | 5.10 | 7.01 | -1.91 | 7.91 | -2.81 | | 1-Year | 29.83 | 28.01 | 1.82 | 25.39 | 4.44 | | 3-Year | -7.94 | -5.87 | -2.07 | -5.79 | -2.15 | | 5-Year | 0.29 | 0.64 | -0.35 | 0.71 | -0.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.08 | 46.08 | 4 | 45.76 | 4.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.17 | -17.41 | -2.76 | -18.25 | -1.92 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OMCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.55 | -37.79 | -4.76 | | 2007 | | | 6.77 | 6.16 | 0.61 | | 2006 | | | 16.82 | 14.17 | 2.65 | | 2005 | | | 9.19 | 5.88 | 3.31 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OMCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.48 | 20.31 | 16.36 | N/A | | 2008 | -11.30 | 0.74 | -15.47 | -23.94 | | 2007 | 2.69 | 6.30 | 1.46 | -3.60 | | 2006 | 7.84 | -2.32 | 2.38 | 8.33 | | 2005 | -1.63 | 2.20 | 7.01 | 1.49 | | 2004 | N/A | N/A | N/A | 10.75 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 767 | 2021 | 37.95 | | 1-Month | 1225 | 2113 | 57.97 | | 3-Month | 1840 | 2091 | 88.00 | | 6-Month | 1548 | 2064 | 75.00 | | 1-Year | 550 | 2011 | 27.35 | | 3-Year | 1229 | 1707 | 72.00 | | 5-Year | 585 | 1360 | 43.01 |
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