|
| Morningstar Return Rating: | Average | | Year to Date Return: | -5.08% | | 5-Year Average Return: | 3.54% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 31.47% | |
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% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCGRX | Category | Diff | Index* | Diff | | Year To Date | -5.08 | -4.40 | -0.68 | -3.60 | -1.48 | | 1-Month | -5.08 | -4.40 | -0.68 | -3.60 | -1.48 | | 3-Month | 7.42 | 6.57 | 0.85 | 4.16 | 3.26 | | 1-Year | 32.19 | 39.62 | -7.43 | 33.14 | -0.95 | | 3-Year | -3.53 | -6.96 | 3.43 | -7.24 | 3.71 | | 5-Year | 3.54 | 0.25 | 3.29 | 0.18 | 3.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.48 | 52.98 | -12.5 | 45.76 | -5.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.23 | -19.59 | -4.64 | -18.25 | -5.98 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCGRX | Category | Diff | | 2009 | | | 31.47 | 35.46 | -3.99 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
LCGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.62 | 15.92 | 14.04 | 8.83 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 605 | 807 | 74.97 | | 1-Month | 629 | 807 | 77.94 | | 3-Month | 433 | 803 | 53.92 | | 6-Month | 143 | 798 | 17.92 | | 1-Year | 525 | 769 | 68.27 | | 3-Year | 87 | 670 | 12.99 | | 5-Year | 62 | 554 | 11.19 |
|
|
|
|
|
1.52% Nasdaq 0.00%
Performance
