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| Morningstar Return Rating: | Low | | Year to Date Return: | 26.20% | | 5-Year Average Return: | -3.81% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 20.91% | |
Worst 1-Yr Total Return (2008): | -50.49% | |
Best 3-Yr Total Return (2005-7): | 8.33% | |
Worst 3-Yr Total Return (2006-8): | -16.92% |
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| 1-Year: | -11.91% | | 3-Year: | -9.16% | | 5-Year: | -2.83% | | 10-Year: | -3.26% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LGRCX | Category | Diff | Index* | Diff | | Year To Date | 26.20 | 31.20 | -5 | 24.07 | 2.13 | | 1-Month | 6.16 | 5.67 | 0.49 | 6.00 | 0.16 | | 3-Month | 10.07 | 8.18 | 1.89 | 7.91 | 2.16 | | 1-Year | 26.55 | 34.04 | -7.49 | 25.39 | 1.16 | | 3-Year | -9.03 | -3.89 | -5.14 | -5.79 | -3.24 | | 5-Year | -3.81 | 1.25 | -5.06 | 0.71 | -4.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.92 | 43.84 | -10.92 | 45.76 | -12.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.72 | -18.03 | -10.69 | -18.25 | -10.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LGRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.49 | -40.67 | -9.82 | | 2007 | | | 20.91 | 13.35 | 7.56 | | 2006 | | | -4.20 | 7.05 | -11.25 | | 2005 | | | 9.75 | 6.71 | 3.04 | | 2004 | | | 14.63 | 7.81 | 6.82 | | 2003 | | | N/A | 28.66 | N/A | | 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
LGRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.69 | 8.88 | 12.63 | N/A | | 2008 | -17.29 | 2.70 | -21.02 | -26.20 | | 2007 | 2.19 | 5.45 | 6.42 | 5.44 | | 2006 | 1.45 | -10.51 | 1.60 | 3.85 | | 2005 | -5.50 | 5.63 | 5.51 | 4.21 | | 2004 | 2.44 | 2.58 | -4.45 | 14.17 | | 2003 | N/A | N/A | N/A | 11.56 | | 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 | 1308 | 1818 | 71.95 | | 1-Month | 1639 | 1906 | 85.99 | | 3-Month | 361 | 1904 | 18.96 | | 6-Month | 1567 | 1866 | 83.98 | | 1-Year | 1261 | 1815 | 69.48 | | 3-Year | 1257 | 1537 | 81.78 | | 5-Year | 1068 | 1273 | 83.90 |
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