|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 36.10% | | 5-Year Average Return: | 4.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.48% | |
Worst 1-Yr Total Return (2008): | -38.08% | |
Best 3-Yr Total Return (2005-7): | 10.99% | |
Worst 3-Yr Total Return (2006-8): | -6.79% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMGYX | Category | Diff | Index* | Diff | | Year To Date | 36.10 | 31.59 | 4.51 | 24.07 | 12.03 | | 1-Month | 5.37 | 4.49 | 0.88 | 6.00 | -0.63 | | 3-Month | 6.12 | 6.16 | -0.04 | 7.91 | -1.79 | | 1-Year | 38.91 | 35.24 | 3.67 | 25.39 | 13.52 | | 3-Year | 0.82 | -5.04 | 5.86 | -5.79 | 6.61 | | 5-Year | 4.06 | 1.47 | 2.59 | 0.71 | 3.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.49 | 48.99 | 2.5 | 45.76 | 5.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.99 | -20.53 | 8.54 | -18.25 | 6.26 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMGYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.08 | -43.77 | 5.69 | | 2007 | | | 21.48 | 15.09 | 6.39 | | 2006 | | | 7.66 | 9.00 | -1.34 | | 2005 | | | 4.54 | 9.84 | -5.30 | | 2004 | | | 12.03 | 13.23 | -1.20 | | 2003 | | | 34.18 | 35.96 | -1.78 | | 2002 | | | -25.11 | -27.24 | 2.13 | | 2001 | | | -12.28 | -19.98 | 7.70 | | 2000 | | | -3.55 | -4.78 | 1.23 | | 1999 | | | 58.64 | 60.49 | -1.85 |
|
| PAST QUARTERLY RETURNS (%) FOR
LMGYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.28 | 17.69 | 17.68 | N/A | | 2008 | -12.66 | 4.50 | -12.23 | -22.70 | | 2007 | 4.07 | 6.85 | 6.89 | 2.20 | | 2006 | 8.82 | -5.78 | -1.40 | 6.49 | | 2005 | -2.81 | 1.69 | 3.67 | 2.02 | | 2004 | 3.20 | -0.79 | -4.39 | 14.45 | | 2003 | 0.07 | 17.01 | 2.11 | 12.23 | | 2002 | -2.40 | -10.99 | -15.99 | 2.61 | | 2001 | -16.63 | 14.15 | -20.68 | 16.20 | | 2000 | 9.54 | -8.79 | 1.66 | -5.04 | | 1999 | N/A | N/A | N/A | 46.37 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 223 | 827 | 26.96 | | 1-Month | 61 | 881 | 6.92 | | 3-Month | 228 | 879 | 25.94 | | 6-Month | 422 | 862 | 48.96 | | 1-Year | 183 | 825 | 22.18 | | 3-Year | 20 | 734 | 2.72 | | 5-Year | 94 | 632 | 14.87 |
|
|
|
|
|