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| Morningstar Return Rating: | Low | | Year to Date Return: | 15.52% | | 5-Year Average Return: | -3.38% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 14.18% | |
Worst 1-Yr Total Return (2008): | -37.50% | |
Best 3-Yr Total Return (2004-6): | 8.24% | |
Worst 3-Yr Total Return (2006-8): | -11.46% |
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| 1-Year: | -18.96% | | 3-Year: | -10.59% | | 5-Year: | -3.11% | | 10-Year: | 0.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OPEBX | Category | Diff | Index* | Diff | | Year To Date | 15.52 | 19.41 | -3.89 | N/A | N/A | | 1-Month | 2.11 | 2.38 | -0.27 | N/A | N/A | | 3-Month | 5.16 | 4.88 | 0.28 | N/A | N/A | | 1-Year | 19.75 | 23.37 | -3.62 | N/A | N/A | | 3-Year | -10.60 | 0.45 | -11.05 | N/A | N/A | | 5-Year | -3.38 | 2.90 | -6.28 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.75 | 25.19 | 2.56 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.94 | -3.19 | -22.75 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OPEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.50 | -18.61 | -18.89 | | 2007 | | | -2.73 | 4.53 | -7.26 | | 2006 | | | 14.18 | 8.16 | 6.02 | | 2005 | | | 1.60 | 2.97 | -1.37 | | 2004 | | | 9.32 | 5.46 | 3.86 | | 2003 | | | 32.33 | 12.34 | 19.99 | | 2002 | | | -16.90 | -3.11 | -13.79 | | 2001 | | | -0.87 | -0.39 | -0.48 | | 2000 | | | 15.97 | 4.28 | 11.69 | | 1999 | | | -7.09 | 5.85 | -12.94 |
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| PAST QUARTERLY RETURNS (%) FOR
OPEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.61 | 11.63 | 9.26 | N/A | | 2008 | -6.46 | 0.45 | -12.00 | -24.41 | | 2007 | 2.26 | 2.97 | -3.53 | -4.25 | | 2006 | 0.79 | 1.29 | 4.51 | 7.02 | | 2005 | -1.76 | 1.91 | 2.17 | -0.68 | | 2004 | 1.91 | -1.88 | 0.24 | 9.06 | | 2003 | 0.94 | 17.93 | 1.84 | 9.16 | | 2002 | -0.18 | -12.91 | -10.47 | 6.77 | | 2001 | -0.24 | 4.93 | -11.55 | 7.08 | | 2000 | 3.81 | -1.14 | 8.00 | 4.64 | | 1999 | N/A | N/A | N/A | -0.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 466 | 639 | 72.93 | | 1-Month | 98 | 655 | 14.96 | | 3-Month | 104 | 653 | 15.93 | | 6-Month | 239 | 647 | 36.94 | | 1-Year | 263 | 635 | 41.42 | | 3-Year | 424 | 514 | 82.49 | | 5-Year | 282 | 349 | 80.80 |
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0.51% Nasdaq 
Performance
