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| Morningstar Return Rating: | Above average | | Year to Date Return: | 63.38% | | 5-Year Average Return: | 6.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 29.88% | |
Worst 1-Yr Total Return (2008): | -41.92% | |
Best 3-Yr Total Return (2004-6): | 19.19% | |
Worst 3-Yr Total Return (2006-8): | -12.59% |
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| 1-Year: | 16.29% | | 3-Year: | -2.07% | | 5-Year: | 8.64% | | 10-Year: | 6.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OPGIX | Category | Diff | Index* | Diff | | Year To Date | 63.38 | 31.75 | 31.63 | 29.91 | 33.47 | | 1-Month | 9.16 | 4.47 | 4.69 | 2.00 | 7.16 | | 3-Month | 10.01 | 7.37 | 2.64 | 4.58 | 5.43 | | 1-Year | 73.46 | 38.36 | 35.1 | 37.72 | 35.74 | | 3-Year | -1.14 | -4.57 | 3.43 | -5.52 | 4.38 | | 5-Year | 6.38 | 3.09 | 3.29 | 4.13 | 2.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 83.63 | 51.30 | 32.33 | 59.35 | 24.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.90 | -13.15 | 11.25 | -14.95 | 13.05 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OPGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.92 | -41.91 | -0.01 | | 2007 | | | 3.58 | 11.28 | -7.70 | | 2006 | | | 11.00 | 19.72 | -8.72 | | 2005 | | | 17.43 | 11.61 | 5.82 | | 2004 | | | 29.88 | 15.27 | 14.61 | | 2003 | | | 57.25 | 34.49 | 22.76 | | 2002 | | | -26.99 | -19.36 | -7.63 | | 2001 | | | -16.32 | -17.51 | 1.19 | | 2000 | | | -4.23 | -9.14 | 4.91 | | 1999 | | | 86.57 | 41.13 | 45.44 |
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| PAST QUARTERLY RETURNS (%) FOR
OPGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.16 | 33.92 | 21.58 | N/A | | 2008 | -9.96 | -4.72 | -11.69 | -23.33 | | 2007 | 0.72 | 8.95 | 3.91 | -9.16 | | 2006 | 14.37 | -7.69 | 2.15 | 2.92 | | 2005 | -7.46 | 5.07 | 8.23 | 11.59 | | 2004 | 10.82 | -0.74 | -7.21 | 27.25 | | 2003 | -9.15 | 29.14 | 15.45 | 16.10 | | 2002 | -0.40 | -10.44 | -25.26 | 9.52 | | 2001 | -14.72 | 3.82 | -24.98 | 25.99 | | 2000 | 16.28 | -3.66 | -7.97 | -7.10 | | 1999 | N/A | N/A | N/A | 32.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 22 | 751 | 2.93 | | 1-Month | 8 | 830 | 0.96 | | 3-Month | 24 | 820 | 2.93 | | 6-Month | 155 | 776 | 19.97 | | 1-Year | 10 | 729 | 1.37 | | 3-Year | 40 | 528 | 7.58 | | 5-Year | 25 | 430 | 5.81 |
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0.83% Nasdaq 
Performance
