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| Morningstar Return Rating: | Above average | | Year to Date Return: | 34.12% | | 5-Year Average Return: | 3.94% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.25% | |
Worst 1-Yr Total Return (2008): | -37.73% | |
Best 3-Yr Total Return (2004-6): | 11.97% | |
Worst 3-Yr Total Return (2006-8): | -6.73% |
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| 1-Year: | 6.59% | | 3-Year: | -0.50% | | 5-Year: | 5.36% | | 10-Year: | 2.66% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LAGCX | Category | Diff | Index* | Diff | | Year To Date | 34.12 | 31.75 | 2.37 | 29.91 | 4.21 | | 1-Month | 3.42 | 4.47 | -1.05 | 2.00 | 1.42 | | 3-Month | 6.32 | 7.37 | -1.05 | 4.58 | 1.74 | | 1-Year | 41.42 | 38.36 | 3.06 | 37.72 | 3.7 | | 3-Year | -1.67 | -4.57 | 2.9 | -5.52 | 3.85 | | 5-Year | 3.94 | 3.09 | 0.85 | 4.13 | -0.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.07 | 51.30 | 1.77 | 59.35 | -6.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.53 | -13.15 | 5.62 | -14.95 | 7.42 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LAGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.73 | -41.91 | 4.18 | | 2007 | | | 11.14 | 11.28 | -0.14 | | 2006 | | | 17.25 | 19.72 | -2.47 | | 2005 | | | 7.61 | 11.61 | -4.00 | | 2004 | | | 11.28 | 15.27 | -3.99 | | 2003 | | | 25.59 | 34.49 | -8.90 | | 2002 | | | -17.27 | -19.36 | 2.09 | | 2001 | | | -23.33 | -17.51 | -5.82 | | 2000 | | | 4.19 | -9.14 | 13.33 | | 1999 | | | 11.56 | 41.13 | -29.57 |
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| PAST QUARTERLY RETURNS (%) FOR
LAGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.84 | 22.38 | 17.56 | N/A | | 2008 | -9.04 | -2.79 | -13.21 | -18.86 | | 2007 | 2.49 | 6.43 | 3.88 | -1.91 | | 2006 | 6.86 | -2.49 | 4.84 | 7.33 | | 2005 | -1.78 | -0.72 | 6.11 | 4.00 | | 2004 | 1.48 | 0.00 | -2.24 | 12.16 | | 2003 | -3.23 | 16.43 | 1.32 | 10.01 | | 2002 | 0.00 | -8.22 | -15.57 | 6.76 | | 2001 | -16.15 | -0.19 | -15.44 | 8.35 | | 2000 | 11.68 | 0.86 | -1.76 | -5.84 | | 1999 | N/A | N/A | N/A | 21.63 |
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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 | 589 | 830 | 70.96 | | 3-Month | 574 | 820 | 70.00 | | 6-Month | 349 | 776 | 44.97 | | 1-Year | 195 | 729 | 26.75 | | 3-Year | 121 | 528 | 22.92 | | 5-Year | 153 | 430 | 35.58 |
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