|
| Morningstar Return Rating: | Low | | Year to Date Return: | 26.73% | | 5-Year Average Return: | -4.30% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 14.06% | |
Worst 1-Yr Total Return (2008): | -49.02% | |
Best 3-Yr Total Return (2004-6): | 11.85% | |
Worst 3-Yr Total Return (2006-8): | -17.93% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LGAMX | Category | Diff | Index* | Diff | | Year To Date | 26.73 | 25.10 | 1.63 | 24.07 | 2.66 | | 1-Month | 6.29 | 5.28 | 1.01 | 6.00 | 0.29 | | 3-Month | 7.28 | 7.01 | 0.27 | 7.91 | -0.63 | | 1-Year | 30.25 | 28.01 | 2.24 | 25.39 | 4.86 | | 3-Year | -13.69 | -5.87 | -7.82 | -5.79 | -7.9 | | 5-Year | -4.30 | 0.64 | -4.94 | 0.71 | -5.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.76 | 46.08 | 17.68 | 45.76 | 18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.62 | -17.41 | -7.21 | -18.25 | -6.37 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LGAMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.02 | -37.79 | -11.23 | | 2007 | | | -2.48 | 6.16 | -8.64 | | 2006 | | | 11.17 | 14.17 | -3.00 | | 2005 | | | 10.35 | 5.88 | 4.47 | | 2004 | | | 14.06 | 10.02 | 4.04 | | 2003 | | | 30.42 | 27.05 | 3.37 | | 2002 | | | -16.94 | -22.25 | 5.31 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
LGAMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.28 | 24.16 | 21.67 | N/A | | 2008 | -14.18 | -11.61 | -7.88 | -27.04 | | 2007 | -1.11 | 7.71 | -0.47 | -8.01 | | 2006 | 2.01 | -3.61 | 4.22 | 8.47 | | 2005 | -0.93 | 2.33 | 4.68 | 3.99 | | 2004 | 1.60 | 1.87 | -1.80 | 12.21 | | 2003 | -3.95 | 19.55 | 0.06 | 13.51 | | 2002 | -1.72 | -8.92 | -17.31 | 12.21 | | 2001 | N/A | N/A | -14.77 | 11.12 | | 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 | 444 | 2021 | 21.97 | | 1-Month | 42 | 2113 | 1.99 | | 3-Month | 1484 | 2091 | 70.97 | | 6-Month | 247 | 2064 | 11.97 | | 1-Year | 385 | 2011 | 19.14 | | 3-Year | 1426 | 1707 | 83.54 | | 5-Year | 1126 | 1360 | 82.79 |
|
|
|
|
|