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| Morningstar Return Rating: | Low | | Year to Date Return: | 74.30% | | 5-Year Average Return: | -4.65% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 14.21% | |
Worst 1-Yr Total Return (2008): | -65.20% | |
Best 3-Yr Total Return (2005-7): | 6.75% | |
Worst 3-Yr Total Return (2006-8): | -26.69% |
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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 | LMOFX | Category | Diff | Index* | Diff | | Year To Date | 74.30 | 29.38 | 44.92 | 24.07 | 50.23 | | 1-Month | 10.90 | 4.60 | 6.3 | 6.00 | 4.9 | | 3-Month | 3.54 | 5.74 | -2.2 | 7.91 | -4.37 | | 1-Year | 72.38 | 35.63 | 36.75 | 25.39 | 46.99 | | 3-Year | -15.38 | -6.63 | -8.75 | -5.79 | -9.59 | | 5-Year | -4.65 | 1.13 | -5.78 | 0.71 | -5.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 137.62 | 57.66 | 79.96 | 45.76 | 91.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.20 | -16.45 | -5.75 | -18.25 | -3.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMOFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -65.20 | -36.77 | -28.43 | | 2007 | | | -0.86 | 0.83 | -1.69 | | 2006 | | | 14.21 | 15.87 | -1.66 | | 2005 | | | 7.44 | 8.82 | -1.38 | | 2004 | | | N/A | 17.85 | N/A | | 2003 | | | N/A | 33.85 | N/A | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LMOFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.17 | 47.38 | 36.56 | N/A | | 2008 | -16.21 | -10.59 | -21.02 | -41.18 | | 2007 | 3.89 | 10.31 | -2.73 | -11.07 | | 2006 | 10.53 | -8.42 | -1.52 | 14.57 | | 2005 | -7.82 | 4.69 | 10.28 | 0.96 | | 2004 | N/A | 3.75 | -9.60 | 17.65 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 424 | 438 | 96.80 | | 6-Month | 4 | 431 | 0.93 | | 1-Year | 3 | 416 | 0.72 | | 3-Year | 296 | 338 | 87.57 | | 5-Year | 206 | 248 | 83.06 |
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0.83% Nasdaq 0.00%
Performance
