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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.79% | | 5-Year Average Return: | 2.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.72% | |
Worst 1-Yr Total Return (2008): | -27.29% | |
Best 3-Yr Total Return (2004-6): | 11.56% | |
Worst 3-Yr Total Return (2006-8): | -4.91% |
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| 1-Year: | -3.01% | | 3-Year: | -3.73% | | 5-Year: | 1.35% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LAMAX | Category | Diff | Index* | Diff | | Year To Date | 15.79 | 18.16 | -2.37 | N/A | N/A | | 1-Month | -1.09 | -1.24 | 0.15 | N/A | N/A | | 3-Month | 4.64 | 4.71 | -0.07 | N/A | N/A | | 1-Year | 16.77 | 15.73 | 1.04 | N/A | N/A | | 3-Year | -3.35 | -2.66 | -0.69 | N/A | N/A | | 5-Year | 2.14 | 2.10 | 0.04 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.85 | 33.32 | -4.47 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.34 | -8.51 | 0.17 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LAMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.29 | -28.00 | 0.71 | | 2007 | | | 3.03 | 5.99 | -2.96 | | 2006 | | | 14.78 | 11.29 | 3.49 | | 2005 | | | 3.65 | 5.13 | -1.48 | | 2004 | | | 16.72 | 8.86 | 7.86 | | 2003 | | | 21.79 | 20.35 | 1.44 | | 2002 | | | -7.68 | -12.02 | 4.34 | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LAMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.29 | 9.90 | 12.47 | N/A | | 2008 | -8.66 | -0.42 | -9.07 | -12.09 | | 2007 | 3.47 | 4.17 | -1.18 | -3.26 | | 2006 | 2.32 | 0.64 | 3.27 | 7.93 | | 2005 | -1.04 | 1.92 | 2.63 | 0.13 | | 2004 | 3.53 | 1.67 | 1.96 | 8.76 | | 2003 | -6.08 | 11.96 | 2.98 | 12.47 | | 2002 | 7.39 | -5.36 | -13.24 | 4.70 | | 2001 | N/A | N/A | N/A | N/A | | 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 | 787 | 1211 | 64.99 | | 1-Month | 327 | 1258 | 25.99 | | 3-Month | 527 | 1256 | 41.96 | | 6-Month | 744 | 1220 | 60.98 | | 1-Year | 527 | 1204 | 43.77 | | 3-Year | 482 | 950 | 50.74 | | 5-Year | 334 | 796 | 41.96 |
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0.22% Nasdaq 
Performance
