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| Morningstar Return Rating: | | | Year to Date Return: | 37.32% | | 5-Year Average Return: | -7.24% | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -6.26% | |
Worst 1-Yr Total Return (2008): | -54.89% | |
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 | LMVRX | Category | Diff | Index* | Diff | | Year To Date | 37.32 | 25.10 | 12.22 | 24.07 | 13.25 | | 1-Month | 4.64 | 5.28 | -0.64 | 6.00 | -1.36 | | 3-Month | 4.04 | 7.01 | -2.97 | 7.91 | -3.87 | | 1-Year | 47.03 | 28.01 | 19.02 | 25.39 | 21.64 | | 3-Year | -16.23 | -5.87 | -10.36 | -5.79 | -10.44 | | 5-Year | -7.24 | 0.64 | -7.88 | 0.71 | -7.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 70.48 | 46.08 | 24.4 | 45.76 | 24.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.16 | -17.41 | 0.25 | -18.25 | 1.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMVRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.89 | -37.79 | -17.10 | | 2007 | | | -6.26 | 6.16 | -12.42 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LMVRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.59 | 29.11 | 19.77 | N/A | | 2008 | -19.64 | -10.98 | -11.28 | -28.92 | | 2007 | -1.46 | 6.62 | -1.72 | -9.22 | | 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 | 161 | 2021 | 7.97 | | 1-Month | 1690 | 2113 | 79.98 | | 3-Month | 2049 | 2091 | 97.99 | | 6-Month | 185 | 2064 | 8.96 | | 1-Year | 121 | 2011 | 6.02 | | 3-Year | | 1707 | N/A | | 5-Year | | 1360 | N/A |
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0.83% Nasdaq 
Performance
