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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.63% | | 5-Year Average Return: | 4.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 35.83% | |
Worst 1-Yr Total Return (2008): | -47.50% | |
Best 3-Yr Total Return (2005-7): | 19.55% | |
Worst 3-Yr Total Return (2006-8): | -7.10% |
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| 1-Year: | -6.45% | | 3-Year: | 1.20% | | 5-Year: | 5.57% | | 10-Year: | 1.74% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LAGWX | Category | Diff | Index* | Diff | | Year To Date | 35.63 | 25.65 | 9.98 | 24.07 | 11.56 | | 1-Month | 5.27 | 3.38 | 1.89 | 6.00 | -0.73 | | 3-Month | 5.89 | 3.71 | 2.18 | 7.91 | -2.02 | | 1-Year | 43.90 | 31.83 | 12.07 | 25.39 | 18.51 | | 3-Year | -1.13 | -7.28 | 6.15 | -5.79 | 4.66 | | 5-Year | 4.50 | -0.38 | 4.88 | 0.71 | 3.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.59 | 53.06 | 2.53 | 45.76 | 9.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.54 | -19.68 | 2.14 | -18.25 | 0.71 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LAGWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.50 | -41.55 | -5.95 | | 2007 | | | 35.83 | 7.59 | 28.24 | | 2006 | | | 12.45 | 10.81 | 1.64 | | 2005 | | | 11.87 | 6.02 | 5.85 | | 2004 | | | 6.00 | 12.41 | -6.41 | | 2003 | | | 40.06 | 45.54 | -5.48 | | 2002 | | | -29.54 | -27.88 | -1.66 | | 2001 | | | -6.98 | -8.91 | 1.93 | | 2000 | | | -17.69 | -3.85 | -13.84 | | 1999 | | | 38.16 | 64.77 | -26.61 |
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| PAST QUARTERLY RETURNS (%) FOR
LAGWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.17 | 24.37 | 14.25 | N/A | | 2008 | -21.82 | 6.65 | -11.81 | -28.60 | | 2007 | 4.65 | 13.60 | 9.82 | 4.04 | | 2006 | 15.98 | -6.23 | -6.80 | 10.93 | | 2005 | -5.91 | 5.82 | 9.60 | 2.52 | | 2004 | 2.00 | 0.20 | -7.05 | 11.58 | | 2003 | -3.27 | 21.33 | 9.79 | 8.70 | | 2002 | 0.07 | -11.90 | -23.81 | 4.90 | | 2001 | -17.44 | 16.01 | -22.68 | 25.62 | | 2000 | 3.52 | -13.67 | -0.56 | -7.37 | | 1999 | N/A | N/A | N/A | 26.23 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 102 | 786 | 12.98 | | 1-Month | 122 | 816 | 14.95 | | 3-Month | 89 | 815 | 10.92 | | 6-Month | 457 | 802 | 56.98 | | 1-Year | 78 | 781 | 9.99 | | 3-Year | 11 | 667 | 1.65 | | 5-Year | 19 | 563 | 3.37 |
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0.31% Nasdaq 0.00%
Performance
