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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.92% | | 5-Year Average Return: | 2.48% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 18.63% | |
Worst 1-Yr Total Return (2008): | -33.61% | |
Best 3-Yr Total Return (2004-6): | 15.76% | |
Worst 3-Yr Total Return (2006-8): | -8.65% |
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| 1-Year: | -2.83% | | 3-Year: | -4.07% | | 5-Year: | 4.03% | | 10-Year: | 5.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | OVEBX | Category | Diff | Index* | Diff | | Year To Date | 23.92 | 23.00 | 0.92 | 17.05 | 6.87 | | 1-Month | -5.89 | -3.83 | -2.06 | -1.86 | -4.03 | | 3-Month | 6.33 | 6.04 | 0.29 | 5.48 | 0.85 | | 1-Year | 19.33 | 17.86 | 1.47 | 9.80 | 9.53 | | 3-Year | -6.38 | -6.76 | 0.38 | -7.02 | 0.64 | | 5-Year | 2.48 | 1.68 | 0.8 | 0.33 | 2.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.47 | 55.15 | 5.32 | 45.76 | 14.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.04 | -15.15 | 5.11 | -18.25 | 8.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | OVEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.61 | -36.77 | 3.16 | | 2007 | | | -3.23 | 0.83 | -4.06 | | 2006 | | | 18.63 | 15.87 | 2.76 | | 2005 | | | 10.37 | 8.82 | 1.55 | | 2004 | | | 18.48 | 17.85 | 0.63 | | 2003 | | | 28.73 | 33.85 | -5.12 | | 2002 | | | -14.65 | -13.25 | -1.40 | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
OVEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.05 | 18.67 | 23.36 | N/A | | 2008 | -12.41 | -2.41 | 0.10 | -22.41 | | 2007 | 4.49 | 5.63 | -3.06 | -9.54 | | 2006 | 7.24 | -1.78 | 4.26 | 8.04 | | 2005 | 0.06 | 3.39 | 4.25 | 2.34 | | 2004 | 5.43 | 1.53 | -0.47 | 11.21 | | 2003 | -3.95 | 15.89 | 3.26 | 11.98 | | 2002 | 5.97 | -7.21 | -16.37 | 3.79 | | 2001 | N/A | N/A | N/A | 10.91 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 169 | 424 | 39.86 | | 1-Month | 324 | 445 | 72.81 | | 3-Month | 237 | 440 | 53.86 | | 6-Month | 225 | 433 | 51.96 | | 1-Year | 92 | 419 | 21.96 | | 3-Year | 107 | 339 | 31.56 | | 5-Year | 57 | 249 | 22.89 |
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0.10% Nasdaq 
Performance
