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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.97% | | 5-Year Average Return: | 0.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.35% | |
Worst 1-Yr Total Return (2008): | -41.06% | |
Best 3-Yr Total Return (2005-7): | 9.18% | |
Worst 3-Yr Total Return (2006-8): | -9.71% |
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| 1-Year: | -5.63% | | 3-Year: | -3.51% | | 5-Year: | 1.24% | | 10-Year: | -1.82% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LEGCX | Category | Diff | Index* | Diff | | Year To Date | 28.97 | 31.20 | -2.23 | 24.07 | 4.9 | | 1-Month | 5.50 | 5.67 | -0.17 | 6.00 | -0.5 | | 3-Month | 7.08 | 8.18 | -1.1 | 7.91 | -0.83 | | 1-Year | 30.48 | 34.04 | -3.56 | 25.39 | 5.09 | | 3-Year | -4.57 | -3.89 | -0.68 | -5.79 | 1.22 | | 5-Year | 0.57 | 1.25 | -0.68 | 0.71 | -0.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.59 | 43.84 | -1.25 | 45.76 | -3.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.16 | -18.03 | -1.13 | -18.25 | -0.91 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LEGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.06 | -40.67 | -0.39 | | 2007 | | | 14.35 | 13.35 | 1.00 | | 2006 | | | 9.22 | 7.05 | 2.17 | | 2005 | | | 4.21 | 6.71 | -2.50 | | 2004 | | | 6.54 | 7.81 | -1.27 | | 2003 | | | 21.30 | 28.66 | -7.36 | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LEGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.13 | 15.31 | 14.33 | N/A | | 2008 | -12.01 | 3.10 | -14.74 | -23.79 | | 2007 | 0.82 | 6.92 | 5.63 | 0.43 | | 2006 | 3.94 | -3.84 | 2.53 | 6.57 | | 2005 | -3.50 | 1.26 | 4.31 | 2.24 | | 2004 | 0.97 | 1.28 | -6.02 | 10.85 | | 2003 | -2.82 | 13.69 | 0.71 | 9.01 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 1036 | 1818 | 56.99 | | 1-Month | 953 | 1906 | 50.00 | | 3-Month | 1066 | 1904 | 55.99 | | 6-Month | 634 | 1866 | 33.98 | | 1-Year | 890 | 1815 | 49.04 | | 3-Year | 800 | 1537 | 52.05 | | 5-Year | 695 | 1273 | 54.60 |
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0.31% Nasdaq 
0.05%
Performance
