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| Morningstar Return Rating: | Low | | Year to Date Return: | 56.98% | | 5-Year Average Return: | -5.67% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 13.80% | |
Worst 1-Yr Total Return (2008): | -65.49% | |
Best 3-Yr Total Return (2004-6): | 11.25% | |
Worst 3-Yr Total Return (2006-8): | -27.24% |
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| 1-Year: | 3.77% | | 3-Year: | -11.45% | | 5-Year: | -2.91% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMOPX | Category | Diff | Index* | Diff | | Year To Date | 56.98 | 25.80 | 31.18 | 17.05 | 39.93 | | 1-Month | -12.15 | -4.37 | -7.78 | -1.86 | -10.29 | | 3-Month | 9.31 | 4.09 | 5.22 | 5.48 | 3.83 | | 1-Year | 26.96 | 16.23 | 10.73 | 9.80 | 17.16 | | 3-Year | -17.22 | -5.36 | -11.86 | -7.02 | -10.2 | | 5-Year | -5.67 | 1.68 | -7.35 | 0.33 | -6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 136.41 | 47.87 | 88.54 | 45.76 | 90.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.41 | -19.87 | -2.54 | -18.25 | -4.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMOPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -65.49 | -43.77 | -21.72 | | 2007 | | | -1.57 | 15.09 | -16.66 | | 2006 | | | 13.41 | 9.00 | 4.41 | | 2005 | | | 6.70 | 9.84 | -3.14 | | 2004 | | | 13.80 | 13.23 | 0.57 | | 2003 | | | 67.95 | 35.96 | 31.99 | | 2002 | | | -15.52 | -27.24 | 11.72 | | 2001 | | | 1.94 | -19.98 | 21.92 | | 2000 | | | -1.68 | -4.78 | 3.10 | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LMOPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.27 | 46.22 | 36.19 | N/A | | 2008 | -16.37 | -10.76 | -21.15 | -41.36 | | 2007 | 3.70 | 10.10 | -2.88 | -11.23 | | 2006 | 10.29 | -8.53 | -1.72 | 14.39 | | 2005 | -7.98 | 4.51 | 10.09 | 0.78 | | 2004 | 3.70 | 3.57 | -9.80 | 17.47 | | 2003 | 3.89 | 38.29 | 5.84 | 10.45 | | 2002 | 7.04 | -18.78 | -18.31 | 18.96 | | 2001 | 5.60 | 11.48 | -29.49 | 22.81 | | 2000 | 6.70 | -2.72 | 5.78 | -10.46 | | 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 | 8 | 848 | 0.94 | | 1-Month | 891 | 901 | 98.89 | | 3-Month | 601 | 898 | 66.93 | | 6-Month | 8 | 868 | 0.92 | | 1-Year | 17 | 847 | 2.01 | | 3-Year | 625 | 749 | 83.44 | | 5-Year | 531 | 636 | 83.49 |
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