|
| Morningstar Return Rating: | Average | | Year to Date Return: | 4.88% | | 5-Year Average Return: | 4.16% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 5.97% | |
Worst 1-Yr Total Return (2005): | 1.72% | |
Best 3-Yr Total Return (2006-8): | 4.85% | |
Worst 3-Yr Total Return (2004-6): | 2.48% |
|
| 1-Year: | 7.03% | | 3-Year: | 5.47% | | 5-Year: | 4.16% | | 10-Year: | 4.96% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LEGNX | Category | Diff | Index* | Diff | | Year To Date | 4.88 | 5.18 | -0.3 | 6.24 | -1.36 | | 1-Month | 0.63 | 0.57 | 0.06 | 0.49 | 0.14 | | 3-Month | 1.79 | 2.42 | -0.63 | 2.60 | -0.81 | | 1-Year | 10.33 | 10.54 | -0.21 | 13.79 | -3.46 | | 3-Year | 5.48 | 5.52 | -0.04 | 6.35 | -0.87 | | 5-Year | 4.16 | 4.28 | -0.12 | 5.05 | -0.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.58 | 4.85 | -1.27 | 7.06 | -3.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.09 | 7.28 | 0.81 | 7.94 | 0.15 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LEGNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 5.97 | 4.76 | 1.21 | | 2007 | | | 5.11 | 6.09 | -0.98 | | 2006 | | | 3.50 | 3.47 | 0.03 | | 2005 | | | 1.72 | 1.91 | -0.19 | | 2004 | | | 2.23 | 3.01 | -0.78 | | 2003 | | | 1.92 | 1.90 | 0.02 | | 2002 | | | 8.94 | 9.23 | -0.29 | | 2001 | | | 7.81 | 6.81 | 1.00 | | 2000 | | | N/A | 10.86 | N/A | | 1999 | | | N/A | -1.35 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
LEGNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.97 | 0.17 | 2.03 | N/A | | 2008 | 2.05 | -0.98 | 1.17 | 3.66 | | 2007 | 0.97 | -1.16 | 2.56 | 2.70 | | 2006 | -0.33 | -0.48 | 3.22 | 1.08 | | 2005 | -0.34 | 1.89 | -0.58 | 0.76 | | 2004 | 1.92 | -1.83 | 1.88 | 0.30 | | 2003 | 0.74 | 0.89 | 0.14 | 0.14 | | 2002 | -0.18 | 4.19 | 4.46 | 0.27 | | 2001 | 3.83 | 0.33 | 4.65 | -1.10 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 161 | 367 | 43.87 | | 1-Month | 130 | 374 | 34.76 | | 3-Month | 302 | 374 | 80.75 | | 6-Month | 220 | 373 | 58.98 | | 1-Year | 137 | 357 | 38.38 | | 3-Year | 157 | 345 | 45.51 | | 5-Year | 148 | 318 | 46.54 |
|
|
|
|
|