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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.55% | | 5-Year Average Return: | 3.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 39.39% | |
Worst 1-Yr Total Return (2008): | -45.66% | |
Best 3-Yr Total Return (2005-7): | 19.64% | |
Worst 3-Yr Total Return (2006-8): | -6.86% |
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| 1-Year: | -18.42% | | 3-Year: | -4.34% | | 5-Year: | 2.71% | | 10-Year: | -0.82% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LAGRX | Category | Diff | Index* | Diff | | Year To Date | 19.55 | 31.59 | -12.04 | 24.07 | -4.52 | | 1-Month | 7.98 | 4.49 | 3.49 | 6.00 | 1.98 | | 3-Month | 11.45 | 6.16 | 5.29 | 7.91 | 3.54 | | 1-Year | 17.78 | 35.24 | -17.46 | 25.39 | -7.61 | | 3-Year | -3.68 | -5.04 | 1.36 | -5.79 | 2.11 | | 5-Year | 3.04 | 1.47 | 1.57 | 0.71 | 2.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.74 | 48.99 | -18.25 | 45.76 | -15.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -32.09 | -20.53 | -11.56 | -18.25 | -13.84 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LAGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.66 | -43.77 | -1.89 | | 2007 | | | 39.39 | 15.09 | 24.30 | | 2006 | | | 6.68 | 9.00 | -2.32 | | 2005 | | | 15.16 | 9.84 | 5.32 | | 2004 | | | 18.97 | 13.23 | 5.74 | | 2003 | | | 39.71 | 35.96 | 3.75 | | 2002 | | | -36.62 | -27.24 | -9.38 | | 2001 | | | -49.52 | -19.98 | -29.54 | | 2000 | | | -5.94 | -4.78 | -1.16 | | 1999 | | | 197.84 | 60.49 | 137.35 |
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| PAST QUARTERLY RETURNS (%) FOR
LAGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.27 | 8.42 | 12.76 | N/A | | 2008 | -15.80 | 15.57 | -26.07 | -24.47 | | 2007 | 7.12 | 8.77 | 9.33 | 9.43 | | 2006 | 12.46 | -6.03 | -5.65 | 7.01 | | 2005 | -3.56 | 3.45 | 8.88 | 6.01 | | 2004 | 4.06 | 7.21 | -6.23 | 13.73 | | 2003 | -1.83 | 19.49 | 10.33 | 7.95 | | 2002 | -5.97 | -19.90 | -14.64 | -1.42 | | 2001 | -38.70 | 7.48 | -37.39 | 22.37 | | 2000 | 26.91 | -7.16 | 14.50 | -30.28 | | 1999 | N/A | N/A | N/A | 83.26 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 719 | 827 | 86.94 | | 1-Month | 352 | 881 | 39.95 | | 3-Month | 26 | 879 | 2.96 | | 6-Month | 612 | 862 | 71.00 | | 1-Year | 640 | 825 | 77.58 | | 3-Year | 215 | 734 | 29.29 | | 5-Year | 166 | 632 | 26.27 |
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0.20% Nasdaq 
Performance
