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| Morningstar Return Rating: | Average | | Year to Date Return: | 36.52% | | 5-Year Average Return: | -1.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.88% | |
Worst 1-Yr Total Return (2008): | -46.30% | |
Best 3-Yr Total Return (2005-7): | 7.70% | |
Worst 3-Yr Total Return (2006-8): | -13.54% |
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| 1-Year: | -9.72% | | 3-Year: | -6.68% | | 5-Year: | -1.19% | | 10-Year: | -0.39% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OTGBX | Category | Diff | Index* | Diff | | Year To Date | 36.52 | 31.20 | 5.32 | 24.07 | 12.45 | | 1-Month | 5.57 | 5.67 | -0.1 | 6.00 | -0.43 | | 3-Month | 7.74 | 8.18 | -0.44 | 7.91 | -0.17 | | 1-Year | 39.83 | 34.04 | 5.79 | 25.39 | 14.44 | | 3-Year | -6.29 | -3.89 | -2.4 | -5.79 | -0.5 | | 5-Year | -1.14 | 1.25 | -2.39 | 0.71 | -1.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.39 | 43.84 | 2.55 | 45.76 | 0.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.74 | -18.03 | -4.71 | -18.25 | -4.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OTGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.30 | -40.67 | -5.63 | | 2007 | | | 12.88 | 13.35 | -0.47 | | 2006 | | | 6.63 | 7.05 | -0.42 | | 2005 | | | 3.78 | 6.71 | -2.93 | | 2004 | | | 5.48 | 7.81 | -2.33 | | 2003 | | | 28.46 | 28.66 | -0.20 | | 2002 | | | -26.83 | -27.64 | 0.81 | | 2001 | | | -13.35 | -22.30 | 8.95 | | 2000 | | | -2.05 | -13.05 | 11.00 | | 1999 | | | 40.99 | 38.87 | 2.12 |
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| PAST QUARTERLY RETURNS (%) FOR
OTGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.48 | 18.74 | 13.21 | N/A | | 2008 | -11.89 | 3.10 | -17.61 | -28.25 | | 2007 | 2.47 | 6.16 | 7.02 | -3.04 | | 2006 | 4.35 | -4.92 | 3.06 | 4.28 | | 2005 | -3.02 | 0.16 | 3.30 | 3.43 | | 2004 | 0.61 | 1.05 | -4.06 | 8.15 | | 2003 | -3.49 | 15.19 | 3.97 | 11.14 | | 2002 | -2.97 | -16.50 | -15.19 | 6.48 | | 2001 | -10.56 | 6.10 | -20.05 | 14.21 | | 2000 | 14.25 | -4.37 | -1.36 | -9.11 | | 1999 | N/A | N/A | N/A | 28.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 381 | 1818 | 20.96 | | 1-Month | 667 | 1906 | 34.99 | | 3-Month | 971 | 1904 | 51.00 | | 6-Month | 1306 | 1866 | 69.99 | | 1-Year | 311 | 1815 | 17.13 | | 3-Year | 1029 | 1537 | 66.95 | | 5-Year | 936 | 1273 | 73.53 |
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0.06% Nasdaq 
0.14 (0.39%) 
Performance
