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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.21% | | 5-Year Average Return: | -2.30% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 23.32% | |
Worst 1-Yr Total Return (2008): | -39.88% | |
Best 3-Yr Total Return (2004-6): | 13.93% | |
Worst 3-Yr Total Return (2006-8): | -12.51% |
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| 1-Year: | -10.69% | | 3-Year: | -8.64% | | 5-Year: | -0.84% | | 10-Year: | 7.02% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMCBX | Category | Diff | Index* | Diff | | Year To Date | 19.21 | 29.38 | -10.17 | 24.07 | -4.86 | | 1-Month | 4.15 | 4.60 | -0.45 | 6.00 | -1.85 | | 3-Month | 5.55 | 5.74 | -0.19 | 7.91 | -2.36 | | 1-Year | 24.68 | 35.63 | -10.95 | 25.39 | -0.71 | | 3-Year | -10.25 | -6.63 | -3.62 | -5.79 | -4.46 | | 5-Year | -2.30 | 1.13 | -3.43 | 0.71 | -3.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.22 | 57.66 | -11.44 | 45.76 | 0.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.09 | -16.45 | -4.64 | -18.25 | -2.84 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.88 | -36.77 | -3.11 | | 2007 | | | -0.18 | 0.83 | -1.01 | | 2006 | | | 11.60 | 15.87 | -4.27 | | 2005 | | | 7.44 | 8.82 | -1.38 | | 2004 | | | 23.32 | 17.85 | 5.47 | | 2003 | | | 24.15 | 33.85 | -9.70 | | 2002 | | | -10.31 | -13.25 | 2.94 | | 2001 | | | 7.35 | 6.67 | 0.68 | | 2000 | | | 52.44 | 18.45 | 33.99 | | 1999 | | | 3.54 | 8.50 | -4.96 |
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| PAST QUARTERLY RETURNS (%) FOR
LMCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.34 | 14.19 | 19.19 | N/A | | 2008 | -13.48 | -0.07 | -11.68 | -21.27 | | 2007 | 4.78 | 5.84 | -3.93 | -6.30 | | 2006 | 3.49 | -3.05 | 2.24 | 8.79 | | 2005 | -0.34 | 2.10 | 4.08 | 1.45 | | 2004 | 6.37 | 2.46 | 0.10 | 13.05 | | 2003 | -8.03 | 15.26 | 4.35 | 12.23 | | 2002 | 5.57 | -6.30 | -14.84 | 6.47 | | 2001 | -2.19 | 5.17 | -8.11 | 13.57 | | 2000 | 10.63 | 6.65 | 12.68 | 14.66 | | 1999 | N/A | N/A | N/A | 2.19 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 361 | 420 | 85.95 | | 1-Month | 128 | 443 | 28.89 | | 3-Month | 175 | 438 | 39.95 | | 6-Month | 323 | 431 | 74.94 | | 1-Year | 269 | 416 | 64.66 | | 3-Year | 268 | 338 | 79.29 | | 5-Year | 197 | 248 | 79.44 |
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0.11% Nasdaq 
0.01%
Performance
