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| Morningstar Return Rating: | Average | | Year to Date Return: | 34.07% | | 5-Year Average Return: | 3.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.28% | |
Worst 1-Yr Total Return (2008): | -37.74% | |
Best 3-Yr Total Return (2004-6): | 11.96% | |
Worst 3-Yr Total Return (2006-8): | -6.74% |
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| 1-Year: | 2.61% | | 3-Year: | -1.28% | | 5-Year: | 5.04% | | 10-Year: | 2.68% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LAGBX | Category | Diff | Index* | Diff | | Year To Date | 34.07 | 31.75 | 2.32 | 29.91 | 4.16 | | 1-Month | 3.32 | 4.47 | -1.15 | 2.00 | 1.32 | | 3-Month | 6.23 | 7.37 | -1.14 | 4.58 | 1.65 | | 1-Year | 41.39 | 38.36 | 3.03 | 37.72 | 3.67 | | 3-Year | -1.71 | -4.57 | 2.86 | -5.52 | 3.81 | | 5-Year | 3.91 | 3.09 | 0.82 | 4.13 | -0.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.24 | 51.30 | 1.94 | 59.35 | -6.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.54 | -13.15 | 5.61 | -14.95 | 7.41 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LAGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.74 | -41.91 | 4.17 | | 2007 | | | 11.08 | 11.28 | -0.20 | | 2006 | | | 17.28 | 19.72 | -2.44 | | 2005 | | | 7.52 | 11.61 | -4.09 | | 2004 | | | 11.29 | 15.27 | -3.98 | | 2003 | | | 25.62 | 34.49 | -8.87 | | 2002 | | | -17.11 | -19.36 | 2.25 | | 2001 | | | -23.32 | -17.51 | -5.81 | | 2000 | | | 4.12 | -9.14 | 13.26 | | 1999 | | | 11.49 | 41.13 | -29.64 |
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| PAST QUARTERLY RETURNS (%) FOR
LAGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.73 | 22.27 | 17.61 | N/A | | 2008 | -8.98 | -2.80 | -13.24 | -18.90 | | 2007 | 2.50 | 6.44 | 3.81 | -1.92 | | 2006 | 6.87 | -2.49 | 4.84 | 7.34 | | 2005 | -1.87 | -0.63 | 6.11 | 3.92 | | 2004 | 1.49 | 0.00 | -2.24 | 12.18 | | 2003 | -3.23 | 16.45 | 1.21 | 10.14 | | 2002 | 0.10 | -7.93 | -15.66 | 6.63 | | 2001 | -16.13 | -0.09 | -15.57 | 8.38 | | 2000 | 11.71 | 0.86 | -1.76 | -5.92 | | 1999 | N/A | N/A | N/A | 21.68 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 262 | 751 | 34.89 | | 1-Month | 597 | 830 | 71.93 | | 3-Month | 574 | 820 | 70.00 | | 6-Month | 372 | 776 | 47.94 | | 1-Year | 198 | 729 | 27.16 | | 3-Year | 122 | 528 | 23.11 | | 5-Year | 155 | 430 | 36.05 |
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