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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.48% | | 5-Year Average Return: | 3.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.96% | |
Worst 1-Yr Total Return (2008): | -38.36% | |
Best 3-Yr Total Return (2005-7): | 10.50% | |
Worst 3-Yr Total Return (2006-8): | -7.22% |
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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 | LGOPX | Category | Diff | Index* | Diff | | Year To Date | 35.48 | 31.59 | 3.89 | 24.07 | 11.41 | | 1-Month | 5.31 | 4.49 | 0.82 | 6.00 | -0.69 | | 3-Month | 5.96 | 6.16 | -0.2 | 7.91 | -1.95 | | 1-Year | 38.28 | 35.24 | 3.04 | 25.39 | 12.89 | | 3-Year | 0.36 | -5.04 | 5.4 | -5.79 | 6.15 | | 5-Year | 3.58 | 1.47 | 2.11 | 0.71 | 2.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.16 | 48.99 | 2.17 | 45.76 | 5.4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.37 | -20.53 | 8.16 | -18.25 | 5.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LGOPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.36 | -43.77 | 5.41 | | 2007 | | | 20.96 | 15.09 | 5.87 | | 2006 | | | 7.13 | 9.00 | -1.87 | | 2005 | | | 4.12 | 9.84 | -5.72 | | 2004 | | | 11.49 | 13.23 | -1.74 | | 2003 | | | 33.75 | 35.96 | -2.21 | | 2002 | | | -25.27 | -27.24 | 1.97 | | 2001 | | | -12.49 | -19.98 | 7.49 | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LGOPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.46 | 17.66 | 17.50 | N/A | | 2008 | -12.78 | 4.40 | -12.34 | -22.78 | | 2007 | 3.98 | 6.75 | 6.73 | 2.10 | | 2006 | 8.70 | -5.95 | -1.47 | 6.35 | | 2005 | -2.90 | 1.57 | 3.53 | 1.96 | | 2004 | 3.07 | -0.90 | -4.50 | 14.31 | | 2003 | -0.07 | 17.00 | 2.07 | 12.09 | | 2002 | -2.41 | -11.10 | -16.02 | 2.55 | | 2001 | -16.66 | 14.07 | -20.75 | 16.14 | | 2000 | N/A | N/A | N/A | -5.17 | | 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 | 256 | 827 | 30.96 | | 1-Month | 70 | 881 | 7.95 | | 3-Month | 254 | 879 | 28.90 | | 6-Month | 448 | 862 | 51.97 | | 1-Year | 207 | 825 | 25.09 | | 3-Year | 34 | 734 | 4.63 | | 5-Year | 116 | 632 | 18.35 |
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0.51% Nasdaq 
Performance
