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| Morningstar Return Rating: | Below average | | Year to Date Return: | 29.89% | | 5-Year Average Return: | 1.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.18% | |
Worst 1-Yr Total Return (2008): | -40.63% | |
Best 3-Yr Total Return (2005-7): | 10.02% | |
Worst 3-Yr Total Return (2006-8): | -9.02% |
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| 1-Year: | -9.49% | | 3-Year: | -4.69% | | 5-Year: | 0.81% | | 10-Year: | -1.64% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LEGAX | Category | Diff | Index* | Diff | | Year To Date | 29.89 | 31.20 | -1.31 | 24.07 | 5.82 | | 1-Month | 5.56 | 5.67 | -0.11 | 6.00 | -0.44 | | 3-Month | 7.31 | 8.18 | -0.87 | 7.91 | -0.6 | | 1-Year | 31.46 | 34.04 | -2.58 | 25.39 | 6.07 | | 3-Year | -3.85 | -3.89 | 0.04 | -5.79 | 1.94 | | 5-Year | 1.34 | 1.25 | 0.09 | 0.71 | 0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.17 | 43.84 | -0.67 | 45.76 | -2.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.58 | -18.03 | -0.55 | -18.25 | -0.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LEGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.63 | -40.67 | 0.04 | | 2007 | | | 15.18 | 13.35 | 1.83 | | 2006 | | | 10.12 | 7.05 | 3.07 | | 2005 | | | 5.00 | 6.71 | -1.71 | | 2004 | | | 7.29 | 7.81 | -0.52 | | 2003 | | | 22.19 | 28.66 | -6.47 | | 2002 | | | -26.88 | -27.64 | 0.76 | | 2001 | | | -18.80 | -22.30 | 3.50 | | 2000 | | | -1.44 | -13.05 | 11.61 | | 1999 | | | 26.02 | 38.87 | -12.85 |
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| PAST QUARTERLY RETURNS (%) FOR
LEGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.96 | 15.51 | 14.59 | N/A | | 2008 | -11.84 | 3.29 | -14.58 | -23.67 | | 2007 | 0.98 | 7.12 | 5.81 | 0.63 | | 2006 | 4.17 | -3.69 | 2.82 | 6.76 | | 2005 | -3.30 | 1.46 | 4.45 | 2.46 | | 2004 | 1.14 | 1.44 | -5.83 | 11.05 | | 2003 | -2.61 | 13.84 | 0.86 | 9.27 | | 2002 | -0.56 | -16.47 | -17.04 | 6.11 | | 2001 | -15.64 | 3.08 | -17.16 | 12.71 | | 2000 | 8.90 | -2.34 | 0.83 | -8.09 | | 1999 | N/A | N/A | N/A | 17.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 927 | 1818 | 50.99 | | 1-Month | 838 | 1906 | 43.97 | | 3-Month | 990 | 1904 | 52.00 | | 6-Month | 541 | 1866 | 28.99 | | 1-Year | 790 | 1815 | 43.53 | | 3-Year | 640 | 1537 | 41.64 | | 5-Year | 515 | 1273 | 40.46 |
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0.02% Nasdaq 0.00%
0.02 (0.10%) 
Performance
