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| Morningstar Return Rating: | Average | | Year to Date Return: | 35.63% | | 5-Year Average Return: | 3.69% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.05% | |
Worst 1-Yr Total Return (2008): | -38.28% | |
Best 3-Yr Total Return (2005-7): | 10.60% | |
Worst 3-Yr Total Return (2006-8): | -7.11% |
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| 1-Year: | -1.81% | | 3-Year: | 0.35% | | 5-Year: | 3.96% | | 10-Year: | 3.84% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMGAX | Category | Diff | Index* | Diff | | Year To Date | 35.63 | 31.59 | 4.04 | 24.07 | 11.56 | | 1-Month | 5.35 | 4.49 | 0.86 | 6.00 | -0.65 | | 3-Month | 6.00 | 6.16 | -0.16 | 7.91 | -1.91 | | 1-Year | 38.43 | 35.24 | 3.19 | 25.39 | 13.04 | | 3-Year | 0.47 | -5.04 | 5.51 | -5.79 | 6.26 | | 5-Year | 3.69 | 1.47 | 2.22 | 0.71 | 2.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.20 | 48.99 | 2.21 | 45.76 | 5.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.29 | -20.53 | 8.24 | -18.25 | 5.96 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.28 | -43.77 | 5.49 | | 2007 | | | 21.05 | 15.09 | 5.96 | | 2006 | | | 7.28 | 9.00 | -1.72 | | 2005 | | | 4.17 | 9.84 | -5.67 | | 2004 | | | 11.52 | 13.23 | -1.71 | | 2003 | | | 33.85 | 35.96 | -2.11 | | 2002 | | | -25.25 | -27.24 | 1.99 | | 2001 | | | -12.53 | -19.98 | 7.45 | | 2000 | | | -3.83 | -4.78 | 0.95 | | 1999 | | | 58.03 | 60.49 | -2.46 |
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| PAST QUARTERLY RETURNS (%) FOR
LMGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.38 | 17.60 | 17.52 | N/A | | 2008 | -12.72 | 4.39 | -12.27 | -22.78 | | 2007 | 4.03 | 6.75 | 6.77 | 2.09 | | 2006 | 8.76 | -5.91 | -1.43 | 6.35 | | 2005 | -2.90 | 1.62 | 3.59 | 1.92 | | 2004 | 3.07 | -0.90 | -4.51 | 14.34 | | 2003 | -0.07 | 16.97 | 2.07 | 12.18 | | 2002 | -2.41 | -11.08 | -16.00 | 2.56 | | 2001 | -16.71 | 14.12 | -20.71 | 16.05 | | 2000 | 9.42 | -8.90 | 1.67 | -5.10 | | 1999 | N/A | N/A | N/A | 46.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 248 | 827 | 29.99 | | 1-Month | 70 | 881 | 7.95 | | 3-Month | 263 | 879 | 29.92 | | 6-Month | 448 | 862 | 51.97 | | 1-Year | 195 | 825 | 23.64 | | 3-Year | 30 | 734 | 4.09 | | 5-Year | 109 | 632 | 17.25 |
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