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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.20% | | 5-Year Average Return: | 1.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.51% | |
Worst 1-Yr Total Return (2008): | -33.22% | |
Best 3-Yr Total Return (2005-7): | 8.85% | |
Worst 3-Yr Total Return (2006-8): | -6.74% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMAIX | Category | Diff | Index* | Diff | | Year To Date | 16.20 | 18.65 | -2.45 | 17.05 | -0.85 | | 1-Month | -1.55 | -2.18 | 0.63 | -1.86 | 0.31 | | 3-Month | 4.62 | 5.08 | -0.46 | 5.48 | -0.86 | | 1-Year | 10.18 | 11.86 | -1.68 | 9.80 | 0.38 | | 3-Year | -4.88 | -6.78 | 1.9 | -7.02 | 2.14 | | 5-Year | 1.16 | 0.49 | 0.67 | 0.33 | 0.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.58 | 45.26 | -9.68 | 45.76 | -10.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.74 | -15.99 | 1.25 | -18.25 | 3.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMAIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.22 | -37.79 | 4.57 | | 2007 | | | 7.95 | 6.16 | 1.79 | | 2006 | | | 12.51 | 14.17 | -1.66 | | 2005 | | | 6.18 | 5.88 | 0.30 | | 2004 | | | 7.32 | 10.02 | -2.70 | | 2003 | | | 27.55 | 27.05 | 0.50 | | 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
LMAIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.00 | 13.60 | 12.94 | N/A | | 2008 | -7.20 | -1.68 | -9.94 | -18.73 | | 2007 | 2.34 | 5.22 | 1.66 | -1.39 | | 2006 | 5.35 | -1.79 | 3.27 | 5.30 | | 2005 | -1.52 | 2.62 | 3.34 | 1.67 | | 2004 | 2.26 | -0.27 | -2.00 | 7.38 | | 2003 | -2.71 | 13.93 | 4.04 | 10.61 | | 2002 | N/A | N/A | N/A | 6.09 | | 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 | 1570 | 2013 | 77.99 | | 1-Month | 1751 | 2110 | 82.99 | | 3-Month | 1839 | 2090 | 87.99 | | 6-Month | 1639 | 2049 | 79.99 | | 1-Year | 1407 | 1999 | 70.39 | | 3-Year | 363 | 1694 | 21.43 | | 5-Year | 380 | 1352 | 28.11 |
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1.00% Nasdaq 
Performance
