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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.36% | | 5-Year Average Return: | -0.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.60% | |
Worst 1-Yr Total Return (2008): | -36.52% | |
Best 3-Yr Total Return (2005-7): | 5.75% | |
Worst 3-Yr Total Return (2006-8): | -9.61% |
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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 | LGPIX | Category | Diff | Index* | Diff | | Year To Date | 26.36 | 31.20 | -4.84 | 24.07 | 2.29 | | 1-Month | 5.58 | 5.67 | -0.09 | 6.00 | -0.42 | | 3-Month | 9.37 | 8.18 | 1.19 | 7.91 | 1.46 | | 1-Year | 27.43 | 34.04 | -6.61 | 25.39 | 2.04 | | 3-Year | -4.83 | -3.89 | -0.94 | -5.79 | 0.96 | | 5-Year | -0.39 | 1.25 | -1.64 | 0.71 | -1.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.74 | 43.84 | -5.1 | 45.76 | -7.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.09 | -18.03 | -0.06 | -18.25 | 0.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LGPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.52 | -40.67 | 4.15 | | 2007 | | | 7.14 | 13.35 | -6.21 | | 2006 | | | 8.60 | 7.05 | 1.55 | | 2005 | | | 1.65 | 6.71 | -5.06 | | 2004 | | | 3.41 | 7.81 | -4.40 | | 2003 | | | 22.54 | 28.66 | -6.12 | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LGPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.64 | 14.04 | 13.00 | N/A | | 2008 | -10.39 | 1.51 | -11.76 | -20.91 | | 2007 | -0.52 | 6.10 | 3.29 | -1.72 | | 2006 | 2.17 | -4.07 | 5.31 | 5.21 | | 2005 | -2.50 | -0.46 | 3.26 | 1.43 | | 2004 | -0.66 | 1.99 | -5.43 | 7.92 | | 2003 | -1.31 | 11.60 | 2.17 | 8.89 | | 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 | 1363 | 1818 | 74.97 | | 1-Month | 1353 | 1906 | 70.99 | | 3-Month | 609 | 1904 | 31.99 | | 6-Month | 671 | 1866 | 35.96 | | 1-Year | 1249 | 1815 | 68.82 | | 3-Year | 906 | 1537 | 58.95 | | 5-Year | 887 | 1273 | 69.68 |
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0.20% Nasdaq 0.00%
Performance
