|
| Morningstar Return Rating: | Average | | Year to Date Return: | 34.88% | | 5-Year Average Return: | 3.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.26% | |
Worst 1-Yr Total Return (2008): | -38.69% | |
Best 3-Yr Total Return (2005-7): | 9.89% | |
Worst 3-Yr Total Return (2006-8): | -7.72% |
|
| 1-Year: | -1.39% | | 3-Year: | 0.92% | | 5-Year: | 4.21% | | 10-Year: | 3.79% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMGBX | Category | Diff | Index* | Diff | | Year To Date | 34.88 | 31.59 | 3.29 | 24.07 | 10.81 | | 1-Month | 5.37 | 4.49 | 0.88 | 6.00 | -0.63 | | 3-Month | 5.87 | 6.16 | -0.29 | 7.91 | -2.04 | | 1-Year | 37.55 | 35.24 | 2.31 | 25.39 | 12.16 | | 3-Year | -0.18 | -5.04 | 4.86 | -5.79 | 5.61 | | 5-Year | 3.02 | 1.47 | 1.55 | 0.71 | 2.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.58 | 48.99 | 1.59 | 45.76 | 4.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.87 | -20.53 | 7.66 | -18.25 | 5.38 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.69 | -43.77 | 5.08 | | 2007 | | | 20.26 | 15.09 | 5.17 | | 2006 | | | 6.59 | 9.00 | -2.41 | | 2005 | | | 3.51 | 9.84 | -6.33 | | 2004 | | | 10.86 | 13.23 | -2.37 | | 2003 | | | 33.13 | 35.96 | -2.83 | | 2002 | | | -25.77 | -27.24 | 1.47 | | 2001 | | | -13.07 | -19.98 | 6.91 | | 2000 | | | -4.41 | -4.78 | 0.37 | | 1999 | | | 57.45 | 60.49 | -3.04 |
|
| PAST QUARTERLY RETURNS (%) FOR
LMGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.58 | 17.46 | 17.34 | N/A | | 2008 | -12.86 | 4.21 | -12.44 | -22.89 | | 2007 | 3.84 | 6.59 | 6.61 | 1.91 | | 2006 | 8.55 | -6.00 | -1.65 | 6.21 | | 2005 | -3.06 | 1.47 | 3.37 | 1.80 | | 2004 | 2.88 | -1.04 | -4.61 | 14.15 | | 2003 | -0.15 | 16.82 | 1.94 | 11.97 | | 2002 | -2.57 | -11.24 | -16.10 | 2.31 | | 2001 | -16.81 | 13.90 | -20.82 | 15.87 | | 2000 | 9.24 | -9.01 | 1.50 | -5.25 | | 1999 | N/A | N/A | N/A | 45.93 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 281 | 827 | 33.98 | | 1-Month | 79 | 881 | 8.97 | | 3-Month | 298 | 879 | 33.90 | | 6-Month | 482 | 862 | 55.92 | | 1-Year | 229 | 825 | 27.76 | | 3-Year | 45 | 734 | 6.13 | | 5-Year | 153 | 632 | 24.21 |
|
|
|
|
|
0.41% Nasdaq 
Performance
