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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.72% | | 5-Year Average Return: | 0.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.36% | |
Worst 1-Yr Total Return (2008): | -37.56% | |
Best 3-Yr Total Return (2005-7): | 6.60% | |
Worst 3-Yr Total Return (2006-8): | -10.06% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCGFX | Category | Diff | Index* | Diff | | Year To Date | 28.72 | 31.20 | -2.48 | 24.07 | 4.65 | | 1-Month | 4.96 | 5.67 | -0.71 | 6.00 | -1.04 | | 3-Month | 8.87 | 8.18 | 0.69 | 7.91 | 0.96 | | 1-Year | 27.39 | 34.04 | -6.65 | 25.39 | 2 | | 3-Year | -4.17 | -3.89 | -0.28 | -5.79 | 1.62 | | 5-Year | 0.11 | 1.25 | -1.14 | 0.71 | -0.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.53 | 43.84 | -2.31 | 45.76 | -4.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.31 | -18.03 | -1.28 | -18.25 | -1.06 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCGFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.56 | -40.67 | 3.11 | | 2007 | | | 9.36 | 13.35 | -3.99 | | 2006 | | | 6.55 | 7.05 | -0.50 | | 2005 | | | 3.96 | 6.71 | -2.75 | | 2004 | | | 5.34 | 7.81 | -2.47 | | 2003 | | | 24.27 | 28.66 | -4.39 | | 2002 | | | -28.49 | -27.64 | -0.85 | | 2001 | | | -20.43 | -22.30 | 1.87 | | 2000 | | | -16.47 | -13.05 | -3.42 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LCGFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.40 | 15.79 | 12.31 | N/A | | 2008 | -9.42 | 1.16 | -10.71 | -23.68 | | 2007 | 1.29 | 4.38 | 5.14 | -1.62 | | 2006 | 2.74 | -3.56 | 2.62 | 4.80 | | 2005 | -2.54 | 0.81 | 1.45 | 4.29 | | 2004 | -0.50 | -0.34 | -1.52 | 7.86 | | 2003 | -3.53 | 13.55 | 3.60 | 9.51 | | 2002 | -1.78 | -17.67 | -18.90 | 9.05 | | 2001 | -20.07 | 4.87 | -18.31 | 16.21 | | 2000 | 2.37 | -2.31 | 0.89 | -17.20 | | 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 | 1145 | 1818 | 62.98 | | 1-Month | 1467 | 1906 | 76.97 | | 3-Month | 761 | 1904 | 39.97 | | 6-Month | 1138 | 1866 | 60.99 | | 1-Year | 1064 | 1815 | 58.62 | | 3-Year | 757 | 1537 | 49.25 | | 5-Year | 771 | 1273 | 60.57 |
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0.51% Nasdaq 
Performance
