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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.10% | | 5-Year Average Return: | 2.55% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.28% | |
Worst 1-Yr Total Return (2008): | -45.54% | |
Best 3-Yr Total Return (2004-6): | 22.97% | |
Worst 3-Yr Total Return (2006-8): | -8.91% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LGFEX | Category | Diff | Index* | Diff | | Year To Date | 19.10 | 29.35 | -10.25 | 29.91 | -10.81 | | 1-Month | 2.80 | 3.83 | -1.03 | 2.00 | 0.8 | | 3-Month | 4.35 | 6.09 | -1.74 | 4.58 | -0.23 | | 1-Year | 26.69 | 38.30 | -11.61 | 37.72 | -11.03 | | 3-Year | -9.84 | -5.68 | -4.16 | -5.52 | -4.32 | | 5-Year | 2.55 | 4.12 | -1.57 | 4.13 | -1.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.45 | 57.56 | -10.11 | 59.35 | -11.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.99 | -15.07 | -6.92 | -14.95 | -7.04 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LGFEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.54 | -43.99 | -1.55 | | 2007 | | | 9.03 | 12.71 | -3.68 | | 2006 | | | 27.28 | 24.77 | 2.51 | | 2005 | | | 20.03 | 14.72 | 5.31 | | 2004 | | | 21.72 | 17.39 | 4.33 | | 2003 | | | N/A | 33.58 | N/A | | 2002 | | | N/A | -16.69 | N/A | | 2001 | | | N/A | -21.67 | N/A | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LGFEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.24 | 20.64 | 17.49 | N/A | | 2008 | -10.24 | -0.74 | -23.37 | -20.22 | | 2007 | 2.56 | 6.80 | 3.15 | -3.49 | | 2006 | 11.31 | -0.78 | 3.40 | 11.46 | | 2005 | 0.65 | 0.14 | 12.51 | 5.85 | | 2004 | 5.38 | -1.98 | 1.78 | 15.78 | | 2003 | N/A | N/A | 6.62 | 17.29 | | 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 | 774 | 824 | 93.93 | | 1-Month | 592 | 847 | 69.89 | | 3-Month | 523 | 844 | 61.97 | | 6-Month | 637 | 839 | 75.92 | | 1-Year | 650 | 817 | 79.56 | | 3-Year | 489 | 612 | 79.90 | | 5-Year | 307 | 462 | 66.45 |
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