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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.19% | | 5-Year Average Return: | -2.31% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 23.33% | |
Worst 1-Yr Total Return (2008): | -39.90% | |
Best 3-Yr Total Return (2004-6): | 13.92% | |
Worst 3-Yr Total Return (2006-8): | -12.51% |
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| 1-Year: | -6.99% | | 3-Year: | -7.97% | | 5-Year: | -0.59% | | 10-Year: | 7.04% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMCCX | Category | Diff | Index* | Diff | | Year To Date | 19.19 | 29.38 | -10.19 | 24.07 | -4.88 | | 1-Month | 4.17 | 4.60 | -0.43 | 6.00 | -1.83 | | 3-Month | 5.48 | 5.74 | -0.26 | 7.91 | -2.43 | | 1-Year | 24.61 | 35.63 | -11.02 | 25.39 | -0.78 | | 3-Year | -10.26 | -6.63 | -3.63 | -5.79 | -4.47 | | 5-Year | -2.31 | 1.13 | -3.44 | 0.71 | -3.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.27 | 57.66 | -11.39 | 45.76 | 0.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.08 | -16.45 | -4.63 | -18.25 | -2.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.90 | -36.77 | -3.13 | | 2007 | | | -0.14 | 0.83 | -0.97 | | 2006 | | | 11.59 | 15.87 | -4.28 | | 2005 | | | 7.41 | 8.82 | -1.41 | | 2004 | | | 23.33 | 17.85 | 5.48 | | 2003 | | | 24.21 | 33.85 | -9.64 | | 2002 | | | -10.36 | -13.25 | 2.89 | | 2001 | | | 7.39 | 6.67 | 0.72 | | 2000 | | | 52.39 | 18.45 | 33.94 | | 1999 | | | 3.62 | 8.50 | -4.88 |
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| PAST QUARTERLY RETURNS (%) FOR
LMCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.39 | 14.25 | 19.27 | N/A | | 2008 | -13.47 | -0.07 | -11.66 | -21.32 | | 2007 | 4.84 | 5.81 | -3.95 | -6.28 | | 2006 | 3.51 | -3.06 | 2.24 | 8.76 | | 2005 | -0.34 | 2.11 | 4.04 | 1.46 | | 2004 | 6.39 | 2.46 | 0.10 | 13.03 | | 2003 | -7.94 | 15.22 | 4.36 | 12.20 | | 2002 | 5.55 | -6.31 | -14.81 | 6.41 | | 2001 | -2.17 | 5.17 | -8.18 | 13.66 | | 2000 | 10.63 | 6.65 | 12.68 | 14.63 | | 1999 | N/A | N/A | N/A | 2.27 |
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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 | 124 | 443 | 27.99 | | 3-Month | 170 | 438 | 38.81 | | 6-Month | 327 | 431 | 75.87 | | 1-Year | 268 | 416 | 64.42 | | 3-Year | 267 | 338 | 78.99 | | 5-Year | 196 | 248 | 79.03 |
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