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| Morningstar Return Rating: | Below average | | Year to Date Return: | 38.52% | | 5-Year Average Return: | -7.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.99% | |
Worst 1-Yr Total Return (2008): | -60.44% | |
Best 3-Yr Total Return (2005-7): | 5.48% | |
Worst 3-Yr Total Return (2006-8): | -23.15% |
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| 1-Year: | -11.76% | | 3-Year: | -13.16% | | 5-Year: | -6.52% | | 10-Year: | -1.70% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMGTX | Category | Diff | Index* | Diff | | Year To Date | 38.52 | 31.20 | 7.32 | 24.07 | 14.45 | | 1-Month | 5.45 | 5.67 | -0.22 | 6.00 | -0.55 | | 3-Month | 12.02 | 8.18 | 3.84 | 7.91 | 4.11 | | 1-Year | 41.05 | 34.04 | 7.01 | 25.39 | 15.66 | | 3-Year | -14.48 | -3.89 | -10.59 | -5.79 | -8.69 | | 5-Year | -7.44 | 1.25 | -8.69 | 0.71 | -8.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.84 | 43.84 | 9 | 45.76 | 7.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -35.64 | -18.03 | -17.61 | -18.25 | -17.39 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMGTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -60.44 | -40.67 | -19.77 | | 2007 | | | 13.99 | 13.35 | 0.64 | | 2006 | | | 0.62 | 7.05 | -6.43 | | 2005 | | | 2.33 | 6.71 | -4.38 | | 2004 | | | 7.52 | 7.81 | -0.29 | | 2003 | | | 63.31 | 28.66 | 34.65 | | 2002 | | | -9.06 | -27.64 | 18.58 | | 2001 | | | -6.58 | -22.30 | 15.72 | | 2000 | | | -22.54 | -13.05 | -9.49 | | 1999 | | | 18.59 | 38.87 | -20.28 |
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| PAST QUARTERLY RETURNS (%) FOR
LMGTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.76 | 19.49 | 17.35 | N/A | | 2008 | -12.84 | -7.45 | -27.29 | -32.55 | | 2007 | -0.13 | 12.55 | 7.13 | -5.33 | | 2006 | 0.00 | -8.53 | 0.11 | 9.89 | | 2005 | -11.91 | 5.23 | 4.58 | 5.55 | | 2004 | -1.39 | 4.12 | -10.00 | 16.36 | | 2003 | 3.03 | 30.92 | 5.61 | 14.64 | | 2002 | -2.70 | -16.93 | -7.34 | 21.43 | | 2001 | -7.82 | 7.30 | -23.51 | 23.48 | | 2000 | -4.48 | -3.89 | -2.13 | -13.78 | | 1999 | N/A | N/A | N/A | 18.86 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 327 | 1818 | 17.99 | | 1-Month | 1315 | 1906 | 68.99 | | 3-Month | 133 | 1904 | 6.99 | | 6-Month | 298 | 1866 | 15.97 | | 1-Year | 433 | 1815 | 23.86 | | 3-Year | 1312 | 1537 | 85.36 | | 5-Year | 1085 | 1273 | 85.23 |
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