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| Morningstar Return Rating: | Low | | Year to Date Return: | 75.87% | | 5-Year Average Return: | -4.26% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 15.02% | |
Worst 1-Yr Total Return (2008): | -65.15% | |
Best 3-Yr Total Return (2004-6): | 12.44% | |
Worst 3-Yr Total Return (2006-8): | -26.49% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMNOX | Category | Diff | Index* | Diff | | Year To Date | 75.87 | 29.38 | 46.49 | 24.07 | 51.8 | | 1-Month | 10.96 | 4.60 | 6.36 | 6.00 | 4.96 | | 3-Month | 3.55 | 5.74 | -2.19 | 7.91 | -4.36 | | 1-Year | 74.28 | 35.63 | 38.65 | 25.39 | 48.89 | | 3-Year | -14.98 | -6.63 | -8.35 | -5.79 | -9.19 | | 5-Year | -4.26 | 1.13 | -5.39 | 0.71 | -4.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 137.59 | 57.66 | 79.93 | 45.76 | 91.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.54 | -16.45 | -5.09 | -18.25 | -3.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMNOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -65.15 | -36.77 | -28.38 | | 2007 | | | -0.55 | 0.83 | -1.38 | | 2006 | | | 14.58 | 15.87 | -1.29 | | 2005 | | | 7.86 | 8.82 | -0.96 | | 2004 | | | 15.02 | 17.85 | -2.83 | | 2003 | | | 69.49 | 33.85 | 35.64 | | 2002 | | | -14.62 | -13.25 | -1.37 | | 2001 | | | 2.88 | 6.67 | -3.79 | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LMNOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.87 | 46.45 | 36.57 | N/A | | 2008 | -16.09 | -10.55 | -20.97 | -41.25 | | 2007 | 3.95 | 10.39 | -2.60 | -11.02 | | 2006 | 10.58 | -8.31 | -1.45 | 14.67 | | 2005 | -7.73 | 4.81 | 10.35 | 1.07 | | 2004 | 4.00 | 3.87 | -9.51 | 17.67 | | 2003 | 4.02 | 38.74 | 6.08 | 10.71 | | 2002 | 7.36 | -18.57 | -18.13 | 19.29 | | 2001 | 5.82 | 11.78 | -29.32 | 23.07 | | 2000 | N/A | N/A | 6.08 | -10.11 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 4 | 420 | 0.95 | | 1-Month | 4 | 443 | 0.90 | | 3-Month | 420 | 438 | 95.89 | | 6-Month | 4 | 431 | 0.93 | | 1-Year | 1 | 416 | 0.24 | | 3-Year | 295 | 338 | 87.28 | | 5-Year | 204 | 248 | 82.26 |
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