|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 56.54% | | 5-Year Average Return: | -1.40% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 13.05% | |
Worst 1-Yr Total Return (2008): | -54.25% | |
Best 3-Yr Total Return (2004-6): | 9.71% | |
Worst 3-Yr Total Return (2006-8): | -21.95% |
|
| 1-Year: | 14.13% | | 3-Year: | -6.33% | | 5-Year: | 0.04% | | 10-Year: | 4.43% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMASX | Category | Diff | Index* | Diff | | Year To Date | 56.54 | 25.56 | 30.98 | 17.05 | 39.49 | | 1-Month | -8.15 | -4.12 | -4.03 | -1.86 | -6.29 | | 3-Month | 7.06 | 5.04 | 2.02 | 5.48 | 1.58 | | 1-Year | 38.93 | 18.21 | 20.72 | 9.80 | 29.13 | | 3-Year | -10.14 | -6.38 | -3.76 | -7.02 | -3.12 | | 5-Year | -1.40 | 1.42 | -2.82 | 0.33 | -1.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 100.08 | 53.89 | 46.19 | 45.76 | 54.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.87 | -16.12 | 5.25 | -18.25 | 7.38 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMASX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.25 | -39.18 | -15.07 | | 2007 | | | -3.58 | 4.85 | -8.43 | | 2006 | | | 7.80 | 14.03 | -6.23 | | 2005 | | | 8.34 | 9.25 | -0.91 | | 2004 | | | 13.05 | 16.30 | -3.25 | | 2003 | | | 54.36 | 36.28 | 18.08 | | 2002 | | | -8.74 | -16.55 | 7.81 | | 2001 | | | 2.26 | -3.12 | 5.38 | | 2000 | | | -12.00 | 6.36 | -18.36 | | 1999 | | | 35.54 | 20.92 | 14.62 |
|
| PAST QUARTERLY RETURNS (%) FOR
LMASX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.62 | 33.06 | 31.52 | N/A | | 2008 | -23.20 | 1.84 | -13.42 | -32.44 | | 2007 | 4.86 | 8.14 | -3.65 | -11.75 | | 2006 | 7.15 | -9.43 | 1.59 | 9.33 | | 2005 | -5.46 | 4.65 | 5.35 | 3.95 | | 2004 | 3.53 | 3.43 | -7.49 | 14.13 | | 2003 | -1.18 | 29.17 | 6.50 | 13.55 | | 2002 | 5.90 | -15.01 | -10.61 | 13.44 | | 2001 | -6.22 | 14.34 | -26.29 | 29.38 | | 2000 | 0.32 | -6.86 | 2.77 | -8.37 | | 1999 | N/A | N/A | N/A | 22.64 |
|
| 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 | 183 | 482 | 37.97 | | 6-Month | 9 | 466 | 1.93 | | 1-Year | 10 | 459 | 2.18 | | 3-Year | 275 | 378 | 72.75 | | 5-Year | 224 | 298 | 75.17 |
|
|
|
|
|
0.18% Nasdaq 0.00%
0.22 (0.86%) 
Performance
