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| Morningstar Return Rating: | Low | | Year to Date Return: | 12.37% | | 5-Year Average Return: | -2.63% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.98% | |
Worst 1-Yr Total Return (2008): | -42.92% | |
Best 3-Yr Total Return (2004-6): | 11.35% | |
Worst 3-Yr Total Return (2006-8): | -13.51% |
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| 1-Year: | -16.17% | | 3-Year: | -11.21% | | 5-Year: | -1.99% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMCVX | Category | Diff | Index* | Diff | | Year To Date | 12.37 | 15.79 | -3.42 | 17.05 | -4.68 | | 1-Month | -2.43 | -2.21 | -0.22 | -1.86 | -0.57 | | 3-Month | 4.23 | 5.62 | -1.39 | 5.48 | -1.25 | | 1-Year | 2.06 | 9.52 | -7.46 | 9.80 | -7.74 | | 3-Year | -13.16 | -8.36 | -4.8 | -7.02 | -6.14 | | 5-Year | -2.63 | 0.18 | -2.81 | 0.33 | -2.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.86 | 46.84 | 1.02 | 45.76 | 2.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.62 | -16.40 | -12.22 | -18.25 | -10.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMCVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.92 | -37.09 | -5.83 | | 2007 | | | -3.91 | 1.42 | -5.33 | | 2006 | | | 17.98 | 18.15 | -0.17 | | 2005 | | | 8.26 | 5.95 | 2.31 | | 2004 | | | 8.08 | 12.97 | -4.89 | | 2003 | | | 36.59 | 28.44 | 8.15 | | 2002 | | | -29.02 | -18.69 | -10.33 | | 2001 | | | 0.08 | -4.99 | 5.07 | | 2000 | | | 20.41 | 7.87 | 12.54 | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LMCVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.08 | 18.28 | 14.66 | N/A | | 2008 | -7.49 | -3.79 | -12.77 | -26.48 | | 2007 | -0.53 | 8.68 | -3.85 | -7.56 | | 2006 | 5.67 | -2.41 | 3.24 | 10.81 | | 2005 | -0.94 | 0.56 | 6.32 | 2.23 | | 2004 | -0.51 | 1.20 | -4.22 | 12.08 | | 2003 | -4.41 | 24.30 | 2.15 | 12.54 | | 2002 | 2.80 | -14.43 | -24.37 | 6.69 | | 2001 | -0.83 | 2.75 | -12.96 | 12.84 | | 2000 | 0.50 | -0.49 | 11.10 | 8.38 | | 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 | 947 | 1335 | 70.94 | | 1-Month | 1323 | 1379 | 95.94 | | 3-Month | 1272 | 1368 | 92.98 | | 6-Month | 1197 | 1346 | 88.93 | | 1-Year | 968 | 1318 | 73.44 | | 3-Year | 899 | 1124 | 79.98 | | 5-Year | 744 | 934 | 79.66 |
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1.48% Nasdaq 
Performance
