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| Morningstar Return Rating: | Low | | Year to Date Return: | 25.68% | | 5-Year Average Return: | -5.24% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 12.93% | |
Worst 1-Yr Total Return (2008): | -49.53% | |
Best 3-Yr Total Return (2004-6): | 10.74% | |
Worst 3-Yr Total Return (2006-8): | -18.78% |
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| 1-Year: | -10.52% | | 3-Year: | -13.17% | | 5-Year: | -4.03% | | 10-Year: | -0.88% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMALX | Category | Diff | Index* | Diff | | Year To Date | 25.68 | 25.10 | 0.58 | 24.07 | 1.61 | | 1-Month | 6.17 | 5.28 | 0.89 | 6.00 | 0.17 | | 3-Month | 6.96 | 7.01 | -0.05 | 7.91 | -0.95 | | 1-Year | 29.01 | 28.01 | 1 | 25.39 | 3.62 | | 3-Year | -14.54 | -5.87 | -8.67 | -5.79 | -8.75 | | 5-Year | -5.24 | 0.64 | -5.88 | 0.71 | -5.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.05 | 46.08 | 16.97 | 45.76 | 17.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.21 | -17.41 | -7.8 | -18.25 | -6.96 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMALX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.53 | -37.79 | -11.74 | | 2007 | | | -3.49 | 6.16 | -9.65 | | 2006 | | | 10.01 | 14.17 | -4.16 | | 2005 | | | 9.32 | 5.88 | 3.44 | | 2004 | | | 12.93 | 10.02 | 2.91 | | 2003 | | | 29.01 | 27.05 | 1.96 | | 2002 | | | -17.90 | -22.25 | 4.35 | | 2001 | | | -3.29 | -13.50 | 10.21 | | 2000 | | | 0.51 | -6.31 | 6.82 | | 1999 | | | 5.25 | 20.16 | -14.91 |
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| PAST QUARTERLY RETURNS (%) FOR
LMALX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.41 | 23.86 | 21.41 | N/A | | 2008 | -14.39 | -11.91 | -8.05 | -27.23 | | 2007 | -1.35 | 7.41 | -0.71 | -8.26 | | 2006 | 1.74 | -3.89 | 3.97 | 8.22 | | 2005 | -1.18 | 2.06 | 4.44 | 3.78 | | 2004 | 1.38 | 1.56 | -1.98 | 11.90 | | 2003 | -4.22 | 19.26 | -0.23 | 13.20 | | 2002 | -1.95 | -9.21 | -17.56 | 11.86 | | 2001 | -4.39 | 7.39 | -15.03 | 10.85 | | 2000 | -2.30 | -0.57 | 2.54 | 0.90 | | 1999 | N/A | N/A | N/A | 8.20 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 565 | 2021 | 27.96 | | 1-Month | 42 | 2113 | 1.99 | | 3-Month | 1672 | 2091 | 79.96 | | 6-Month | 330 | 2064 | 15.99 | | 1-Year | 481 | 2011 | 23.92 | | 3-Year | 1432 | 1707 | 83.89 | | 5-Year | 1138 | 1360 | 83.68 |
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0.51% Nasdaq 
Performance
