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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.42% | | 5-Year Average Return: | 0.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.25% | |
Worst 1-Yr Total Return (2008): | -33.35% | |
Best 3-Yr Total Return (2005-7): | 8.59% | |
Worst 3-Yr Total Return (2006-8): | -6.95% |
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| 1-Year: | -9.11% | | 3-Year: | -5.47% | | 5-Year: | 0.47% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMAAX | Category | Diff | Index* | Diff | | Year To Date | 19.42 | 25.10 | -5.68 | 24.07 | -4.65 | | 1-Month | 2.94 | 5.28 | -2.34 | 6.00 | -3.06 | | 3-Month | 4.99 | 7.01 | -2.02 | 7.91 | -2.92 | | 1-Year | 22.72 | 28.01 | -5.29 | 25.39 | -2.67 | | 3-Year | -4.72 | -5.87 | 1.15 | -5.79 | 1.07 | | 5-Year | 0.83 | 0.64 | 0.19 | 0.71 | 0.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.24 | 46.08 | -10.84 | 45.76 | -10.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.96 | -17.41 | 2.45 | -18.25 | 3.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMAAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.35 | -37.79 | 4.44 | | 2007 | | | 7.68 | 6.16 | 1.52 | | 2006 | | | 12.25 | 14.17 | -1.92 | | 2005 | | | 5.94 | 5.88 | 0.06 | | 2004 | | | 7.08 | 10.02 | -2.94 | | 2003 | | | 27.13 | 27.05 | 0.08 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LMAAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.07 | 13.55 | 12.77 | N/A | | 2008 | -7.28 | -1.74 | -9.99 | -18.72 | | 2007 | 2.28 | 5.09 | 1.67 | -1.46 | | 2006 | 5.30 | -1.85 | 3.21 | 5.24 | | 2005 | -1.58 | 2.56 | 3.29 | 1.62 | | 2004 | 2.27 | -0.33 | -2.06 | 7.25 | | 2003 | -2.85 | 13.90 | 3.90 | 10.57 | | 2002 | N/A | N/A | N/A | 6.16 | | 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 | 1657 | 2021 | 81.99 | | 1-Month | 1711 | 2113 | 80.97 | | 3-Month | 1819 | 2091 | 86.99 | | 6-Month | 1940 | 2064 | 93.99 | | 1-Year | 1442 | 2011 | 71.71 | | 3-Year | 404 | 1707 | 23.67 | | 5-Year | 467 | 1360 | 34.34 |
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0.51% Nasdaq 
Performance
