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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.99% | | 5-Year Average Return: | 0.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.35% | |
Worst 1-Yr Total Return (2008): | -41.07% | |
Best 3-Yr Total Return (2005-7): | 9.22% | |
Worst 3-Yr Total Return (2006-8): | -9.68% |
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| 1-Year: | -9.45% | | 3-Year: | -4.40% | | 5-Year: | 0.89% | | 10-Year: | -1.83% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LEGBX | Category | Diff | Index* | Diff | | Year To Date | 28.99 | 31.20 | -2.21 | 24.07 | 4.92 | | 1-Month | 5.50 | 5.67 | -0.17 | 6.00 | -0.5 | | 3-Month | 7.15 | 8.18 | -1.03 | 7.91 | -0.76 | | 1-Year | 30.50 | 34.04 | -3.54 | 25.39 | 5.11 | | 3-Year | -4.57 | -3.89 | -0.68 | -5.79 | 1.22 | | 5-Year | 0.58 | 1.25 | -0.67 | 0.71 | -0.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.50 | 43.84 | -1.34 | 45.76 | -3.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.21 | -18.03 | -1.18 | -18.25 | -0.96 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LEGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.07 | -40.67 | -0.40 | | 2007 | | | 14.35 | 13.35 | 1.00 | | 2006 | | | 9.33 | 7.05 | 2.28 | | 2005 | | | 4.22 | 6.71 | -2.49 | | 2004 | | | 6.49 | 7.81 | -1.32 | | 2003 | | | 21.17 | 28.66 | -7.49 | | 2002 | | | -27.54 | -27.64 | 0.10 | | 2001 | | | -19.46 | -22.30 | 2.84 | | 2000 | | | -2.20 | -13.05 | 10.85 | | 1999 | | | 25.36 | 38.87 | -13.51 |
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| PAST QUARTERLY RETURNS (%) FOR
LEGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.13 | 15.32 | 14.34 | N/A | | 2008 | -12.06 | 3.15 | -14.75 | -23.80 | | 2007 | 0.82 | 6.92 | 5.59 | 0.47 | | 2006 | 3.95 | -3.84 | 2.63 | 6.58 | | 2005 | -3.50 | 1.26 | 4.31 | 2.24 | | 2004 | 0.97 | 1.23 | -6.03 | 10.87 | | 2003 | -2.82 | 13.62 | 0.65 | 9.02 | | 2002 | -0.76 | -16.70 | -17.23 | 5.90 | | 2001 | -15.76 | 2.86 | -17.39 | 12.50 | | 2000 | 8.69 | -2.53 | 0.65 | -8.27 | | 1999 | N/A | N/A | N/A | 17.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1036 | 1818 | 56.99 | | 1-Month | 953 | 1906 | 50.00 | | 3-Month | 1066 | 1904 | 55.99 | | 6-Month | 634 | 1866 | 33.98 | | 1-Year | 884 | 1815 | 48.71 | | 3-Year | 802 | 1537 | 52.18 | | 5-Year | 688 | 1273 | 54.05 |
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0.51% Nasdaq 
Performance
