|
| Morningstar Return Rating: | Average | | Year to Date Return: | 18.20% | | 5-Year Average Return: | 1.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.35% | |
Worst 1-Yr Total Return (2008): | -26.76% | |
Best 3-Yr Total Return (2005-7): | 7.40% | |
Worst 3-Yr Total Return (2006-8): | -4.77% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMDIX | Category | Diff | Index* | Diff | | Year To Date | 18.20 | 22.21 | -4.01 | N/A | N/A | | 1-Month | 2.35 | 3.58 | -1.23 | N/A | N/A | | 3-Month | 4.62 | 5.74 | -1.12 | N/A | N/A | | 1-Year | 20.76 | 26.14 | -5.38 | N/A | N/A | | 3-Year | -2.38 | -2.18 | -0.2 | N/A | N/A | | 5-Year | 1.78 | 2.20 | -0.42 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.48 | 33.99 | -6.51 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.45 | -9.13 | -0.32 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMDIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.76 | -28.00 | 1.24 | | 2007 | | | 6.84 | 5.99 | 0.85 | | 2006 | | | 10.35 | 11.29 | -0.94 | | 2005 | | | 5.08 | 5.13 | -0.05 | | 2004 | | | 6.29 | 8.86 | -2.57 | | 2003 | | | 20.64 | 20.35 | 0.29 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
LMDIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.92 | 10.70 | 10.42 | N/A | | 2008 | -5.35 | -1.42 | -8.27 | -14.43 | | 2007 | 2.11 | 3.80 | 1.75 | -0.94 | | 2006 | 3.92 | -1.44 | 3.31 | 4.28 | | 2005 | -1.21 | 2.43 | 2.37 | 1.44 | | 2004 | 2.64 | -0.66 | -1.19 | 5.50 | | 2003 | -1.58 | 10.62 | 2.96 | 7.63 | | 2002 | N/A | N/A | N/A | 4.79 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 935 | 1184 | 78.97 | | 1-Month | 937 | 1233 | 75.99 | | 3-Month | 946 | 1229 | 76.97 | | 6-Month | 1050 | 1208 | 86.92 | | 1-Year | 795 | 1183 | 67.20 | | 3-Year | 443 | 932 | 47.53 | | 5-Year | 390 | 784 | 49.74 |
|
|
|
|
|
0.02% Nasdaq 0.00%
Performance
