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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.91% | | 5-Year Average Return: | -2.70% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 15.78% | |
Worst 1-Yr Total Return (2008): | -37.49% | |
Best 3-Yr Total Return (2004-6): | 9.99% | |
Worst 3-Yr Total Return (2006-8): | -11.70% |
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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 | LMSIX | Category | Diff | Index* | Diff | | Year To Date | 19.91 | 22.72 | -2.81 | 24.07 | -4.16 | | 1-Month | 3.64 | 3.14 | 0.5 | 6.00 | -2.36 | | 3-Month | 3.94 | 3.09 | 0.85 | 7.91 | -3.97 | | 1-Year | 26.05 | 29.36 | -3.31 | 25.39 | 0.66 | | 3-Year | -9.25 | -8.14 | -1.11 | -5.79 | -3.46 | | 5-Year | -2.70 | -0.30 | -2.4 | 0.71 | -3.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.38 | 57.49 | -4.11 | 45.76 | 7.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.73 | -19.40 | -2.33 | -18.25 | -3.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.49 | -36.56 | -0.93 | | 2007 | | | -0.63 | -1.10 | 0.47 | | 2006 | | | 10.82 | 15.03 | -4.21 | | 2005 | | | 3.70 | 6.75 | -3.05 | | 2004 | | | 15.78 | 18.94 | -3.16 | | 2003 | | | 39.83 | 43.41 | -3.58 | | 2002 | | | -12.74 | -16.22 | 3.48 | | 2001 | | | -5.68 | 8.92 | -14.60 | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LMSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.78 | 18.57 | 19.28 | N/A | | 2008 | -11.25 | 1.57 | -8.28 | -24.40 | | 2007 | 3.05 | 6.73 | -4.50 | -5.40 | | 2006 | 13.21 | -5.77 | -3.18 | 7.30 | | 2005 | -2.84 | 3.06 | 4.50 | -0.89 | | 2004 | 6.25 | -1.98 | -0.93 | 12.21 | | 2003 | -1.34 | 16.31 | 8.40 | 12.40 | | 2002 | 8.79 | -5.23 | -15.72 | 0.43 | | 2001 | -13.23 | 9.42 | -11.02 | 11.65 | | 2000 | N/A | 2.27 | -1.21 | 2.98 | | 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 | 354 | 657 | 53.88 | | 1-Month | 346 | 679 | 50.96 | | 3-Month | 201 | 671 | 29.96 | | 6-Month | 125 | 663 | 18.85 | | 1-Year | 260 | 646 | 40.25 | | 3-Year | 319 | 573 | 55.67 | | 5-Year | 333 | 475 | 70.11 |
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1.27% Nasdaq 0.00%
Performance
