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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.29% | | 5-Year Average Return: | 0.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.40% | |
Worst 1-Yr Total Return (2008): | -33.86% | |
Best 3-Yr Total Return (2005-7): | 7.75% | |
Worst 3-Yr Total Return (2006-8): | -7.68% |
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| 1-Year: | -9.12% | | 3-Year: | -5.29% | | 5-Year: | 0.46% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMABX | Category | Diff | Index* | Diff | | Year To Date | 15.29 | 18.65 | -3.36 | 17.05 | -1.76 | | 1-Month | -1.57 | -2.18 | 0.61 | -1.86 | 0.29 | | 3-Month | 4.42 | 5.08 | -0.66 | 5.48 | -1.06 | | 1-Year | 9.09 | 11.86 | -2.77 | 9.80 | -0.71 | | 3-Year | -5.80 | -6.78 | 0.98 | -7.02 | 1.22 | | 5-Year | 0.15 | 0.49 | -0.34 | 0.33 | -0.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.79 | 45.26 | -10.47 | 45.76 | -10.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.53 | -15.99 | 0.46 | -18.25 | 2.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.86 | -37.79 | 3.93 | | 2007 | | | 6.81 | 6.16 | 0.65 | | 2006 | | | 11.40 | 14.17 | -2.77 | | 2005 | | | 5.14 | 5.88 | -0.74 | | 2004 | | | 6.36 | 10.02 | -3.66 | | 2003 | | | 26.23 | 27.05 | -0.82 | | 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
LMABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.21 | 13.35 | 12.58 | N/A | | 2008 | -7.45 | -1.82 | -10.26 | -18.89 | | 2007 | 2.10 | 4.91 | 1.42 | -1.68 | | 2006 | 5.05 | -2.05 | 3.04 | 5.07 | | 2005 | -1.77 | 2.31 | 3.13 | 1.43 | | 2004 | 2.05 | -0.50 | -2.25 | 7.16 | | 2003 | -2.99 | 13.77 | 3.67 | 10.33 | | 2002 | N/A | N/A | N/A | 5.94 | | 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 | 1650 | 2013 | 81.97 | | 1-Month | 1772 | 2110 | 83.98 | | 3-Month | 1922 | 2090 | 91.96 | | 6-Month | 1721 | 2049 | 83.99 | | 1-Year | 1446 | 1999 | 72.34 | | 3-Year | 523 | 1694 | 30.87 | | 5-Year | 675 | 1352 | 49.93 |
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1.23% Nasdaq 
Performance
