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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.42% | | 5-Year Average Return: | -0.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.30% | |
Worst 1-Yr Total Return (2008): | -37.76% | |
Best 3-Yr Total Return (2005-7): | 6.42% | |
Worst 3-Yr Total Return (2006-8): | -10.23% |
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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 | LCGNX | Category | Diff | Index* | Diff | | Year To Date | 28.42 | 31.20 | -2.78 | 24.07 | 4.35 | | 1-Month | 4.89 | 5.67 | -0.78 | 6.00 | -1.11 | | 3-Month | 8.88 | 8.18 | 0.7 | 7.91 | 0.97 | | 1-Year | 27.35 | 34.04 | -6.69 | 25.39 | 1.96 | | 3-Year | -4.35 | -3.89 | -0.46 | -5.79 | 1.44 | | 5-Year | -0.10 | 1.25 | -1.35 | 0.71 | -0.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.12 | 43.84 | -2.72 | 45.76 | -4.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.40 | -18.03 | -1.37 | -18.25 | -1.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCGNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.76 | -40.67 | 2.91 | | 2007 | | | 9.30 | 13.35 | -4.05 | | 2006 | | | 6.34 | 7.05 | -0.71 | | 2005 | | | 3.69 | 6.71 | -3.02 | | 2004 | | | 5.23 | 7.81 | -2.58 | | 2003 | | | 23.54 | 28.66 | -5.12 | | 2002 | | | -28.57 | -27.64 | -0.93 | | 2001 | | | -20.47 | -22.30 | 1.83 | | 2000 | | | -16.67 | -13.05 | -3.62 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LCGNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.49 | 15.66 | 12.19 | N/A | | 2008 | -9.57 | 1.18 | -10.76 | -23.77 | | 2007 | 1.16 | 4.60 | 5.08 | -1.70 | | 2006 | 2.78 | -3.61 | 2.50 | 4.72 | | 2005 | -2.56 | 0.82 | 1.31 | 4.19 | | 2004 | -0.51 | -0.34 | -1.53 | 7.77 | | 2003 | -3.75 | 13.42 | 3.63 | 9.21 | | 2002 | -1.79 | -17.88 | -18.82 | 9.09 | | 2001 | -20.12 | 4.89 | -18.22 | 16.06 | | 2000 | 2.27 | -2.41 | 0.89 | -17.24 | | 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 | 1181 | 1818 | 64.96 | | 1-Month | 1581 | 1906 | 82.95 | | 3-Month | 875 | 1904 | 45.96 | | 6-Month | 1138 | 1866 | 60.99 | | 1-Year | 1079 | 1815 | 59.45 | | 3-Year | 809 | 1537 | 52.64 | | 5-Year | 819 | 1273 | 64.34 |
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0.11% Nasdaq 0.00%
0.01 (0.16%) 
Performance
