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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.15% | | 5-Year Average Return: | 4.43% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 19.15% | |
Worst 1-Yr Total Return (2008): | -40.84% | |
Best 3-Yr Total Return (2005-7): | 12.31% | |
Worst 3-Yr Total Return (2006-8): | -8.77% |
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| 1-Year: | 2.03% | | 3-Year: | 0.41% | | 5-Year: | 5.13% | | 10-Year: | 3.97% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LBMGX | Category | Diff | Index* | Diff | | Year To Date | 35.15 | 25.80 | 9.35 | 17.05 | 18.1 | | 1-Month | -5.56 | -4.37 | -1.19 | -1.86 | -3.7 | | 3-Month | 3.36 | 4.09 | -0.73 | 5.48 | -2.12 | | 1-Year | 26.17 | 16.23 | 9.94 | 9.80 | 16.37 | | 3-Year | -0.70 | -5.36 | 4.66 | -7.02 | 6.32 | | 5-Year | 4.43 | 1.68 | 2.75 | 0.33 | 4.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.28 | 47.87 | 14.41 | 45.76 | 16.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.30 | -19.87 | 7.57 | -18.25 | 5.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LBMGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.84 | -43.77 | 2.93 | | 2007 | | | 19.15 | 15.09 | 4.06 | | 2006 | | | 7.73 | 9.00 | -1.27 | | 2005 | | | 10.37 | 9.84 | 0.53 | | 2004 | | | 10.51 | 13.23 | -2.72 | | 2003 | | | 33.72 | 35.96 | -2.24 | | 2002 | | | -26.15 | -27.24 | 1.09 | | 2001 | | | -20.63 | -19.98 | -0.65 | | 2000 | | | 12.01 | -4.78 | 16.79 | | 1999 | | | 48.22 | 60.49 | -12.27 |
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| PAST QUARTERLY RETURNS (%) FOR
LBMGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.09 | 22.76 | 19.06 | N/A | | 2008 | -13.43 | 4.50 | -13.34 | -24.55 | | 2007 | 4.07 | 9.69 | 6.46 | -1.96 | | 2006 | 8.62 | -6.50 | -0.13 | 6.22 | | 2005 | -2.50 | 2.57 | 6.80 | 3.35 | | 2004 | 2.69 | 0.08 | -5.08 | 13.29 | | 2003 | -1.90 | 18.10 | 4.29 | 10.67 | | 2002 | -2.11 | -14.27 | -16.47 | 5.35 | | 2001 | -24.10 | 12.00 | -22.38 | 20.28 | | 2000 | 19.63 | -5.29 | 8.13 | -8.57 | | 1999 | N/A | N/A | N/A | 34.20 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 152 | 848 | 17.92 | | 1-Month | 747 | 901 | 82.91 | | 3-Month | 592 | 898 | 65.92 | | 6-Month | 355 | 868 | 40.90 | | 1-Year | 93 | 847 | 10.98 | | 3-Year | 59 | 749 | 7.88 | | 5-Year | 83 | 636 | 13.05 |
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1.23% Nasdaq 
Performance
