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| Morningstar Return Rating: | Average | | Year to Date Return: | 37.88% | | 5-Year Average Return: | 6.15% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 26.14% | |
Worst 1-Yr Total Return (2008): | -39.34% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 3.93% | | 3-Year: | 1.57% | | 5-Year: | 5.86% | | 10-Year: | 8.68% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LGMAX | Category | Diff | Index* | Diff | | Year To Date | 37.88 | 23.53 | 14.35 | N/A | N/A | | 1-Month | 4.22 | 3.25 | 0.97 | N/A | N/A | | 3-Month | 8.53 | 6.12 | 2.41 | N/A | N/A | | 1-Year | 44.49 | 29.33 | 15.16 | N/A | N/A | | 3-Year | 2.36 | -0.02 | 2.38 | N/A | N/A | | 5-Year | 6.15 | 5.42 | 0.73 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.69 | 31.76 | 13.93 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.79 | -4.11 | -5.68 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LGMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.34 | -28.98 | -10.36 | | 2007 | | | 26.14 | 11.39 | 14.75 | | 2006 | | | N/A | 16.61 | N/A | | 2005 | | | N/A | 6.56 | N/A | | 2004 | | | N/A | 15.24 | N/A | | 2003 | | | N/A | 25.32 | N/A | | 2002 | | | N/A | -2.16 | N/A | | 2001 | | | N/A | -3.23 | N/A | | 2000 | | | N/A | 0.23 | N/A | | 1999 | | | N/A | 21.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LGMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.58 | 19.82 | 14.89 | N/A | | 2008 | -10.20 | 2.33 | -19.71 | -17.78 | | 2007 | 2.94 | 6.80 | 8.36 | 5.89 | | 2006 | N/A | -4.89 | 3.57 | 8.33 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 15 | 260 | 5.77 | | 1-Month | 159 | 307 | 51.79 | | 3-Month | 18 | 305 | 5.90 | | 6-Month | 47 | 296 | 15.88 | | 1-Year | 12 | 234 | 5.13 | | 3-Year | 25 | 130 | 19.23 | | 5-Year | | 86 | N/A |
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