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| Morningstar Return Rating: | Below average | | Year to Date Return: | 57.96% | | 5-Year Average Return: | -0.35% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 14.22% | |
Worst 1-Yr Total Return (2008): | -53.75% | |
Best 3-Yr Total Return (2004-6): | 10.85% | |
Worst 3-Yr Total Return (2006-8): | -21.12% |
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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 | LMNSX | Category | Diff | Index* | Diff | | Year To Date | 57.96 | 25.56 | 32.4 | 17.05 | 40.91 | | 1-Month | -8.03 | -4.12 | -3.91 | -1.86 | -6.17 | | 3-Month | 7.36 | 5.04 | 2.32 | 5.48 | 1.88 | | 1-Year | 40.35 | 18.21 | 22.14 | 9.80 | 30.55 | | 3-Year | -9.19 | -6.38 | -2.81 | -7.02 | -2.17 | | 5-Year | -0.35 | 1.42 | -1.77 | 0.33 | -0.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 101.28 | 53.89 | 47.39 | 45.76 | 55.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.93 | -16.12 | 6.19 | -18.25 | 8.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMNSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.75 | -39.18 | -14.57 | | 2007 | | | -2.60 | 4.85 | -7.45 | | 2006 | | | 8.94 | 14.03 | -5.09 | | 2005 | | | 9.47 | 9.25 | 0.22 | | 2004 | | | 14.22 | 16.30 | -2.08 | | 2003 | | | 55.91 | 36.28 | 19.63 | | 2002 | | | -7.75 | -16.55 | 8.80 | | 2001 | | | 3.38 | -3.12 | 6.50 | | 2000 | | | -11.09 | 6.36 | -17.45 | | 1999 | | | 36.97 | 20.92 | 16.05 |
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| PAST QUARTERLY RETURNS (%) FOR
LMNSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.33 | 33.39 | 31.83 | N/A | | 2008 | -22.97 | 2.12 | -13.20 | -32.27 | | 2007 | 5.11 | 8.42 | -3.40 | -11.53 | | 2006 | 7.44 | -9.19 | 1.86 | 9.62 | | 2005 | -5.21 | 4.93 | 5.63 | 4.21 | | 2004 | 3.81 | 3.67 | -7.22 | 14.41 | | 2003 | -0.95 | 29.47 | 6.78 | 13.85 | | 2002 | 6.14 | -14.78 | -10.36 | 13.78 | | 2001 | -5.97 | 14.63 | -26.07 | 29.72 | | 2000 | 0.56 | -6.60 | 3.06 | -8.14 | | 1999 | N/A | N/A | N/A | 22.97 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 9 | 461 | 1.95 | | 1-Month | 440 | 484 | 90.91 | | 3-Month | 163 | 482 | 33.82 | | 6-Month | 4 | 466 | 0.86 | | 1-Year | 7 | 459 | 1.53 | | 3-Year | 249 | 378 | 65.87 | | 5-Year | 201 | 298 | 67.45 |
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