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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.71% | | 5-Year Average Return: | 0.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.40% | |
Worst 1-Yr Total Return (2008): | -33.87% | |
Best 3-Yr Total Return (2005-7): | 7.76% | |
Worst 3-Yr Total Return (2006-8): | -7.66% |
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| 1-Year: | -5.74% | | 3-Year: | -4.54% | | 5-Year: | 0.77% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMACX | Category | Diff | Index* | Diff | | Year To Date | 18.71 | 25.10 | -6.39 | 24.07 | -5.36 | | 1-Month | 2.87 | 5.28 | -2.41 | 6.00 | -3.13 | | 3-Month | 4.73 | 7.01 | -2.28 | 7.91 | -3.18 | | 1-Year | 21.90 | 28.01 | -6.11 | 25.39 | -3.49 | | 3-Year | -5.43 | -5.87 | 0.44 | -5.79 | 0.36 | | 5-Year | 0.08 | 0.64 | -0.56 | 0.71 | -0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.92 | 46.08 | -11.16 | 45.76 | -10.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.54 | -17.41 | 1.87 | -18.25 | 2.71 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.87 | -37.79 | 3.92 | | 2007 | | | 6.87 | 6.16 | 0.71 | | 2006 | | | 11.40 | 14.17 | -2.77 | | 2005 | | | 5.12 | 5.88 | -0.76 | | 2004 | | | 6.30 | 10.02 | -3.72 | | 2003 | | | 26.38 | 27.05 | -0.67 | | 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
LMACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.21 | 13.35 | 12.68 | N/A | | 2008 | -7.45 | -1.82 | -10.26 | -18.90 | | 2007 | 2.10 | 4.98 | 1.42 | -1.68 | | 2006 | 5.12 | -2.06 | 3.05 | 5.00 | | 2005 | -1.77 | 2.37 | 3.06 | 1.43 | | 2004 | 2.05 | -0.49 | -2.25 | 7.08 | | 2003 | -2.92 | 13.77 | 3.69 | 10.36 | | 2002 | N/A | N/A | N/A | 5.82 | | 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 | 1738 | 2021 | 86.00 | | 1-Month | 1774 | 2113 | 83.96 | | 3-Month | 1902 | 2091 | 90.96 | | 6-Month | 1960 | 2064 | 94.96 | | 1-Year | 1502 | 2011 | 74.69 | | 3-Year | 547 | 1707 | 32.04 | | 5-Year | 728 | 1360 | 53.53 |
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0.26% Nasdaq 
Performance
