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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.52% | | 5-Year Average Return: | 0.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.28% | |
Worst 1-Yr Total Return (2008): | -36.07% | |
Best 3-Yr Total Return (2004-6): | 13.25% | |
Worst 3-Yr Total Return (2006-8): | -9.72% |
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| 1-Year: | -10.80% | | 3-Year: | -4.62% | | 5-Year: | 2.55% | | 10-Year: | 6.03% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OMEBX | Category | Diff | Index* | Diff | | Year To Date | 24.52 | 30.74 | -6.22 | 24.07 | 0.45 | | 1-Month | 3.69 | 4.28 | -0.59 | 6.00 | -2.31 | | 3-Month | 3.69 | 5.45 | -1.76 | 7.91 | -4.22 | | 1-Year | 30.90 | 36.41 | -5.51 | 25.39 | 5.51 | | 3-Year | -6.69 | -6.04 | -0.65 | -5.79 | -0.9 | | 5-Year | 0.78 | 0.99 | -0.21 | 0.71 | 0.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.07 | 54.55 | 2.52 | 45.76 | 11.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.49 | -16.09 | -4.4 | -18.25 | -2.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OMEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.07 | -39.18 | 3.11 | | 2007 | | | 2.36 | 4.85 | -2.49 | | 2006 | | | 12.44 | 14.03 | -1.59 | | 2005 | | | 10.15 | 9.25 | 0.90 | | 2004 | | | 17.28 | 16.30 | 0.98 | | 2003 | | | 35.19 | 36.28 | -1.09 | | 2002 | | | -15.57 | -16.55 | 0.98 | | 2001 | | | 0.54 | -3.12 | 3.66 | | 2000 | | | 13.02 | 6.36 | 6.66 | | 1999 | | | 12.26 | 20.92 | -8.66 |
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| PAST QUARTERLY RETURNS (%) FOR
OMEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.88 | 20.30 | 19.55 | N/A | | 2008 | -8.44 | 3.91 | -9.02 | -26.14 | | 2007 | 5.20 | 5.63 | -2.48 | -5.54 | | 2006 | 9.76 | -3.38 | -0.90 | 6.99 | | 2005 | -0.70 | 4.23 | 4.63 | 1.71 | | 2004 | 5.43 | 1.14 | -1.70 | 11.89 | | 2003 | -4.89 | 18.14 | 6.41 | 13.07 | | 2002 | 7.21 | -8.43 | -17.85 | 4.69 | | 2001 | -9.85 | 12.58 | -15.78 | 17.63 | | 2000 | 8.50 | -1.82 | 8.65 | -2.35 | | 1999 | N/A | N/A | N/A | 14.92 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 306 | 450 | 68.00 | | 1-Month | 124 | 479 | 25.89 | | 3-Month | 295 | 476 | 61.97 | | 6-Month | 259 | 472 | 54.87 | | 1-Year | 201 | 450 | 44.67 | | 3-Year | 165 | 367 | 44.96 | | 5-Year | 144 | 293 | 49.15 |
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0.51% Nasdaq 
Performance
