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| Morningstar Return Rating: | | | Year to Date Return: | 56.98% | | 5-Year Average Return: | -1.18% | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -3.16% | |
Worst 1-Yr Total Return (2008): | -54.08% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | LMARX | Category | Diff | Index* | Diff | | Year To Date | 56.98 | 25.56 | 31.42 | 17.05 | 39.93 | | 1-Month | -8.08 | -4.12 | -3.96 | -1.86 | -6.22 | | 3-Month | 7.21 | 5.04 | 2.17 | 5.48 | 1.73 | | 1-Year | 39.31 | 18.21 | 21.1 | 9.80 | 29.51 | | 3-Year | -9.82 | -6.38 | -3.44 | -7.02 | -2.8 | | 5-Year | -1.18 | 1.42 | -2.6 | 0.33 | -1.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 100.31 | 53.89 | 46.42 | 45.76 | 54.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.66 | -16.12 | 5.46 | -18.25 | 7.59 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMARX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.08 | -39.18 | -14.90 | | 2007 | | | -3.16 | 4.85 | -8.01 | | 2006 | | | N/A | 14.03 | N/A | | 2005 | | | N/A | 9.25 | N/A | | 2004 | | | N/A | 16.30 | N/A | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LMARX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.49 | 32.97 | 31.71 | N/A | | 2008 | -23.09 | 1.96 | -13.36 | -32.41 | | 2007 | 4.99 | 8.29 | -3.57 | -11.67 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 13 | 461 | 2.82 | | 1-Month | 450 | 484 | 92.98 | | 3-Month | 173 | 482 | 35.89 | | 6-Month | 4 | 466 | 0.86 | | 1-Year | 9 | 459 | 1.96 | | 3-Year | | 378 | N/A | | 5-Year | | 298 | N/A |
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