|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 34.81% | | 5-Year Average Return: | 0.66% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 11.21% | |
Worst 1-Yr Total Return (2008): | -34.83% | |
Best 3-Yr Total Return (2004-6): | 5.10% | |
Worst 3-Yr Total Return (2006-8): | -9.13% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LHGFX | Category | Diff | Index* | Diff | | Year To Date | 34.81 | 31.20 | 3.61 | 24.07 | 10.74 | | 1-Month | 5.33 | 5.67 | -0.34 | 6.00 | -0.67 | | 3-Month | 10.83 | 8.18 | 2.65 | 7.91 | 2.92 | | 1-Year | 34.18 | 34.04 | 0.14 | 25.39 | 8.79 | | 3-Year | -1.23 | -3.89 | 2.66 | -5.79 | 4.56 | | 5-Year | 0.66 | 1.25 | -0.59 | 0.71 | -0.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.54 | 43.84 | 0.7 | 45.76 | -1.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.90 | -18.03 | 3.13 | -18.25 | 3.35 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LHGFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.83 | -40.67 | 5.84 | | 2007 | | | 9.40 | 13.35 | -3.95 | | 2006 | | | 5.23 | 7.05 | -1.82 | | 2005 | | | -0.80 | 6.71 | -7.51 | | 2004 | | | 11.21 | 7.81 | 3.40 | | 2003 | | | 27.66 | 28.66 | -1.00 | | 2002 | | | -21.48 | -27.64 | 6.16 | | 2001 | | | -5.17 | -22.30 | 17.13 | | 2000 | | | -3.58 | -13.05 | 9.47 | | 1999 | | | 9.01 | 38.87 | -29.86 |
|
| PAST QUARTERLY RETURNS (%) FOR
LHGFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.19 | 17.07 | 14.37 | N/A | | 2008 | -9.19 | 3.89 | -11.93 | -21.57 | | 2007 | -1.02 | 8.67 | 1.89 | -0.18 | | 2006 | 0.89 | -3.31 | 5.07 | 2.66 | | 2005 | -4.88 | 0.06 | 3.59 | 0.62 | | 2004 | 4.47 | 0.52 | -1.95 | 8.02 | | 2003 | -0.77 | 12.73 | 4.20 | 9.52 | | 2002 | 2.30 | -13.60 | -15.81 | 5.53 | | 2001 | -12.06 | 8.96 | -14.49 | 15.73 | | 2000 | 4.07 | -1.47 | 0.79 | -6.70 | | 1999 | N/A | N/A | N/A | 12.17 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 509 | 1818 | 28.00 | | 1-Month | 1181 | 1906 | 61.96 | | 3-Month | 209 | 1904 | 10.98 | | 6-Month | 653 | 1866 | 34.99 | | 1-Year | 570 | 1815 | 31.40 | | 3-Year | 230 | 1537 | 14.96 | | 5-Year | 647 | 1273 | 50.82 |
|
|
|
|
|
0.51% Nasdaq 
Performance
