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| Morningstar Return Rating: | | | Year to Date Return: | 18.36% | | 5-Year Average Return: | -1.62% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -42.25% | |
Worst 1-Yr Total Return (2008): | -42.25% | |
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 | LMPFX | Category | Diff | Index* | Diff | | Year To Date | 18.36 | 24.15 | -5.79 | 17.05 | 1.31 | | 1-Month | -7.07 | -2.25 | -4.82 | -1.86 | -5.21 | | 3-Month | 2.22 | 4.52 | -2.3 | 5.48 | -3.26 | | 1-Year | 13.74 | 15.35 | -1.61 | 9.80 | 3.94 | | 3-Year | -11.29 | -4.95 | -6.34 | -7.02 | -4.27 | | 5-Year | -1.62 | 0.99 | -2.61 | 0.33 | -1.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.06 | 42.81 | 4.25 | 45.76 | 1.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.94 | -17.14 | -3.8 | -18.25 | -2.69 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMPFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.25 | -40.67 | -1.58 | | 2007 | | | N/A | 13.35 | N/A | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LMPFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.17 | 17.36 | 16.91 | N/A | | 2008 | -11.25 | 0.11 | -16.01 | -22.60 | | 2007 | N/A | N/A | -0.48 | -2.68 | | 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 | 1315 | 1802 | 72.97 | | 1-Month | 1833 | 1890 | 96.98 | | 3-Month | 1563 | 1884 | 82.96 | | 6-Month | 1443 | 1827 | 78.98 | | 1-Year | 1006 | 1797 | 55.98 | | 3-Year | | 1518 | N/A | | 5-Year | | 1251 | N/A |
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