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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.88% | | 5-Year Average Return: | 1.52% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.07% | |
Worst 1-Yr Total Return (2008): | -26.91% | |
Best 3-Yr Total Return (2005-7): | 7.10% | |
Worst 3-Yr Total Return (2006-8): | -5.02% |
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| 1-Year: | -5.67% | | 3-Year: | -3.66% | | 5-Year: | 0.88% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMDAX | Category | Diff | Index* | Diff | | Year To Date | 17.88 | 22.21 | -4.33 | N/A | N/A | | 1-Month | 2.25 | 3.58 | -1.33 | N/A | N/A | | 3-Month | 4.45 | 5.74 | -1.29 | N/A | N/A | | 1-Year | 20.35 | 26.14 | -5.79 | N/A | N/A | | 3-Year | -2.64 | -2.18 | -0.46 | N/A | N/A | | 5-Year | 1.52 | 2.20 | -0.68 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.28 | 33.99 | -6.71 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.59 | -9.13 | -0.46 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMDAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.91 | -28.00 | 1.09 | | 2007 | | | 6.49 | 5.99 | 0.50 | | 2006 | | | 10.07 | 11.29 | -1.22 | | 2005 | | | 4.82 | 5.13 | -0.31 | | 2004 | | | 5.96 | 8.86 | -2.90 | | 2003 | | | 20.42 | 20.35 | 0.07 | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LMDAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.99 | 10.65 | 10.37 | N/A | | 2008 | -5.36 | -1.48 | -8.41 | -14.42 | | 2007 | 2.05 | 3.75 | 1.69 | -1.09 | | 2006 | 3.86 | -1.50 | 3.24 | 4.22 | | 2005 | -1.36 | 2.37 | 2.31 | 1.47 | | 2004 | 2.49 | -0.72 | -1.33 | 5.53 | | 2003 | -1.63 | 10.46 | 2.92 | 7.69 | | 2002 | N/A | N/A | N/A | 4.74 | | 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 | 959 | 1184 | 81.00 | | 1-Month | 924 | 1233 | 74.94 | | 3-Month | 1007 | 1229 | 81.94 | | 6-Month | 1063 | 1208 | 88.00 | | 1-Year | 814 | 1183 | 68.81 | | 3-Year | 475 | 932 | 50.97 | | 5-Year | 427 | 784 | 54.46 |
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