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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.16% | | 5-Year Average Return: | 3.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 24.00% | |
Worst 1-Yr Total Return (2008): | -39.94% | |
Best 3-Yr Total Return (2005-7): | 15.99% | |
Worst 3-Yr Total Return (2006-8): | -5.31% |
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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 | LCGRX | Category | Diff | Index* | Diff | | Year To Date | 16.16 | 21.65 | -5.49 | 17.05 | -0.89 | | 1-Month | -3.84 | -5.90 | 2.06 | -1.86 | -1.98 | | 3-Month | 3.36 | 2.07 | 1.29 | 5.48 | -2.12 | | 1-Year | 9.89 | 13.17 | -3.28 | 9.80 | 0.09 | | 3-Year | -4.33 | -7.45 | 3.12 | -7.02 | 2.69 | | 5-Year | 3.91 | 0.22 | 3.69 | 0.33 | 3.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.48 | 52.20 | -11.72 | 45.76 | -5.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.23 | -18.89 | -5.34 | -18.25 | -5.98 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.94 | -41.55 | 1.61 | | 2007 | | | 24.00 | 7.59 | 16.41 | | 2006 | | | 14.00 | 10.81 | 3.19 | | 2005 | | | 10.40 | 6.02 | 4.38 | | 2004 | | | 9.15 | 12.41 | -3.26 | | 2003 | | | 42.83 | 45.54 | -2.71 | | 2002 | | | -41.64 | -27.88 | -13.76 | | 2001 | | | -44.55 | -8.91 | -35.64 | | 2000 | | | -18.39 | -3.85 | -14.54 | | 1999 | | | 91.26 | 64.77 | 26.49 |
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| PAST QUARTERLY RETURNS (%) FOR
LCGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.62 | 15.92 | 14.04 | N/A | | 2008 | -15.86 | 3.85 | -6.00 | -26.87 | | 2007 | 5.70 | 10.33 | 6.33 | 0.00 | | 2006 | 16.74 | -7.52 | -0.76 | 6.40 | | 2005 | -2.83 | 6.24 | 6.07 | 0.83 | | 2004 | 2.43 | 2.58 | -7.87 | 12.76 | | 2003 | -5.51 | 25.00 | 12.67 | 7.34 | | 2002 | -11.58 | -16.22 | -22.33 | 1.44 | | 2001 | -36.76 | 17.83 | -40.36 | 24.77 | | 2000 | 15.89 | -11.12 | 1.36 | -21.84 | | 1999 | N/A | N/A | N/A | 54.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 545 | 790 | 68.99 | | 1-Month | 41 | 820 | 5.00 | | 3-Month | 57 | 819 | 6.96 | | 6-Month | 592 | 800 | 74.00 | | 1-Year | 463 | 783 | 59.13 | | 3-Year | 76 | 669 | 11.36 | | 5-Year | 46 | 554 | 8.30 |
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0.22% Nasdaq 
Performance
