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| Morningstar Return Rating: | Low | | Year to Date Return: | 6.17% | | 5-Year Average Return: | -3.96% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 21.31% | |
Worst 1-Yr Total Return (2008): | -31.06% | |
Best 3-Yr Total Return (2004-6): | 12.33% | |
Worst 3-Yr Total Return (2006-8): | -12.09% |
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| 1-Year: | -15.80% | | 3-Year: | -10.22% | | 5-Year: | -2.62% | | 10-Year: | 4.75% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMSVX | Category | Diff | Index* | Diff | | Year To Date | 6.17 | 19.19 | -13.02 | 17.05 | -10.88 | | 1-Month | -5.86 | -5.16 | -0.7 | -1.86 | -4 | | 3-Month | 0.42 | 4.11 | -3.69 | 5.48 | -5.06 | | 1-Year | -0.55 | 11.22 | -11.77 | 9.80 | -10.35 | | 3-Year | -13.32 | -7.72 | -5.6 | -7.02 | -6.3 | | 5-Year | -3.96 | 1.02 | -4.98 | 0.33 | -4.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.68 | 60.83 | -8.15 | 45.76 | 6.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.61 | -15.36 | -6.25 | -18.25 | -3.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMSVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.06 | -32.24 | 1.18 | | 2007 | | | -14.00 | -6.08 | -7.92 | | 2006 | | | 14.59 | 16.27 | -1.68 | | 2005 | | | 1.96 | 6.40 | -4.44 | | 2004 | | | 21.31 | 21.14 | 0.17 | | 2003 | | | 39.16 | 42.38 | -3.22 | | 2002 | | | -6.51 | -10.12 | 3.61 | | 2001 | | | 21.82 | 15.92 | 5.90 | | 2000 | | | 7.80 | 18.64 | -10.84 | | 1999 | | | -5.00 | 6.78 | -11.78 |
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| PAST QUARTERLY RETURNS (%) FOR
LMSVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.09 | 17.24 | 18.89 | N/A | | 2008 | -4.23 | -6.97 | 2.61 | -24.58 | | 2007 | 0.37 | 3.68 | -8.22 | -9.96 | | 2006 | 7.48 | -2.78 | 1.31 | 8.24 | | 2005 | -2.70 | 4.60 | 0.85 | -0.66 | | 2004 | 7.64 | -0.08 | 0.65 | 12.07 | | 2003 | -8.50 | 24.30 | 5.86 | 15.59 | | 2002 | 12.36 | -1.45 | -19.90 | 5.40 | | 2001 | 5.60 | 15.36 | -15.33 | 18.10 | | 2000 | -6.29 | -2.68 | 9.93 | 7.53 | | 1999 | N/A | N/A | N/A | -1.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 362 | 390 | 92.82 | | 1-Month | 341 | 406 | 83.99 | | 3-Month | 364 | 405 | 89.88 | | 6-Month | 368 | 396 | 92.93 | | 1-Year | 295 | 381 | 77.43 | | 3-Year | 258 | 317 | 81.39 | | 5-Year | 214 | 242 | 88.43 |
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0.22% Nasdaq 
Performance
