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| Morningstar Return Rating: | Low | | Year to Date Return: | 6.54% | | 5-Year Average Return: | -5.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 4.90% | |
Worst 1-Yr Total Return (2008): | -35.83% | |
Best 3-Yr Total Return (2004-6): | 4.02% | |
Worst 3-Yr Total Return (2006-8): | -11.08% |
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| 1-Year: | -26.22% | | 3-Year: | -11.99% | | 5-Year: | -6.13% | | 10-Year: | 0.02% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OPIGX | Category | Diff | Index* | Diff | | Year To Date | 6.54 | 13.54 | -7 | 6.24 | 0.3 | | 1-Month | 1.37 | 0.89 | 0.48 | 0.49 | 0.88 | | 3-Month | 6.40 | 4.14 | 2.26 | 2.60 | 3.8 | | 1-Year | -10.40 | 17.86 | -28.26 | 13.79 | -24.19 | | 3-Year | -10.38 | 4.54 | -14.92 | 6.35 | -16.73 | | 5-Year | -5.10 | 3.85 | -8.95 | 5.05 | -10.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.85 | 13.81 | 5.04 | 7.06 | 11.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.38 | 6.49 | -36.87 | 7.94 | -38.32 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OPIGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.83 | -4.70 | -31.13 | | 2007 | | | 4.49 | 4.70 | -0.21 | | 2006 | | | 4.84 | 4.15 | 0.69 | | 2005 | | | 2.35 | 1.80 | 0.55 | | 2004 | | | 4.90 | 3.91 | 0.99 | | 2003 | | | 5.85 | 5.10 | 0.75 | | 2002 | | | 10.04 | 8.04 | 2.00 | | 2001 | | | 7.08 | 7.64 | -0.56 | | 2000 | | | 5.80 | 9.44 | -3.64 | | 1999 | | | -1.65 | -1.35 | -0.30 |
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| PAST QUARTERLY RETURNS (%) FOR
OPIGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.06 | 7.32 | 8.88 | N/A | | 2008 | -3.14 | 1.87 | -11.76 | -26.30 | | 2007 | 1.53 | -0.56 | 2.33 | 1.14 | | 2006 | -0.42 | -0.15 | 3.83 | 1.55 | | 2005 | -0.38 | 2.53 | -0.32 | 0.53 | | 2004 | 2.64 | -2.33 | 3.39 | 1.21 | | 2003 | 1.70 | 2.92 | 0.43 | 0.70 | | 2002 | -0.44 | 2.86 | 4.97 | 2.37 | | 2001 | 3.96 | 1.02 | 3.64 | -1.63 | | 2000 | 0.91 | 0.84 | 1.91 | 2.02 | | 1999 | N/A | N/A | N/A | 0.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1009 | 1122 | 89.93 | | 1-Month | 465 | 1164 | 39.95 | | 3-Month | 92 | 1154 | 7.97 | | 6-Month | 158 | 1133 | 13.95 | | 1-Year | 930 | 1113 | 83.56 | | 3-Year | 793 | 957 | 82.86 | | 5-Year | 707 | 845 | 83.67 |
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