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| Morningstar Return Rating: | | | Year to Date Return: | 74.48% | | 5-Year Average Return: | -5.05% | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -1.18% | |
Worst 1-Yr Total Return (2008): | -65.32% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | LMORX | Category | Diff | Index* | Diff | | Year To Date | 74.48 | 29.38 | 45.1 | 24.07 | 50.41 | | 1-Month | 10.85 | 4.60 | 6.25 | 6.00 | 4.85 | | 3-Month | 3.45 | 5.74 | -2.29 | 7.91 | -4.46 | | 1-Year | 72.86 | 35.63 | 37.23 | 25.39 | 47.47 | | 3-Year | -15.55 | -6.63 | -8.92 | -5.79 | -9.76 | | 5-Year | -5.05 | 1.13 | -6.18 | 0.71 | -5.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 136.97 | 57.66 | 79.31 | 45.76 | 91.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.10 | -16.45 | -5.65 | -18.25 | -3.85 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMORX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -65.32 | -36.77 | -28.55 | | 2007 | | | -1.18 | 0.83 | -2.01 | | 2006 | | | N/A | 15.87 | N/A | | 2005 | | | N/A | 8.82 | N/A | | 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
LMORX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.13 | 46.14 | 36.43 | N/A | | 2008 | -16.21 | -10.69 | -21.22 | -41.17 | | 2007 | 3.84 | 10.26 | -2.82 | -11.18 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 8 | 443 | 1.81 | | 3-Month | 429 | 438 | 97.95 | | 6-Month | 4 | 431 | 0.93 | | 1-Year | 2 | 416 | 0.48 | | 3-Year | | 338 | N/A | | 5-Year | | 248 | N/A |
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0.20% Nasdaq 
Performance
