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| Morningstar Return Rating: | Low | | Year to Date Return: | 30.84% | | 5-Year Average Return: | -6.92% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 11.96% | |
Worst 1-Yr Total Return (2008): | -55.05% | |
Best 3-Yr Total Return (2004-6): | 7.67% | |
Worst 3-Yr Total Return (2006-8): | -23.70% |
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| 1-Year: | -4.08% | | 3-Year: | -14.37% | | 5-Year: | -6.01% | | 10-Year: | -1.82% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LMVTX | Category | Diff | Index* | Diff | | Year To Date | 30.84 | 18.65 | 12.19 | 17.05 | 13.79 | | 1-Month | -4.03 | -2.18 | -1.85 | -1.86 | -2.17 | | 3-Month | 4.45 | 5.08 | -0.63 | 5.48 | -1.03 | | 1-Year | 18.09 | 11.86 | 6.23 | 9.80 | 8.29 | | 3-Year | -16.98 | -6.78 | -10.2 | -7.02 | -9.96 | | 5-Year | -6.92 | 0.49 | -7.41 | 0.33 | -7.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 70.35 | 45.26 | 25.09 | 45.76 | 24.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.45 | -15.99 | -1.46 | -18.25 | 0.8 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LMVTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -55.05 | -37.79 | -17.26 | | 2007 | | | -6.66 | 6.16 | -12.82 | | 2006 | | | 5.85 | 14.17 | -8.32 | | 2005 | | | 5.32 | 5.88 | -0.56 | | 2004 | | | 11.96 | 10.02 | 1.94 | | 2003 | | | 43.53 | 27.05 | 16.48 | | 2002 | | | -18.92 | -22.25 | 3.33 | | 2001 | | | -9.29 | -13.50 | 4.21 | | 2000 | | | -7.14 | -6.31 | -0.83 | | 1999 | | | 26.71 | 20.16 | 6.55 |
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| PAST QUARTERLY RETURNS (%) FOR
LMVTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.67 | 29.04 | 19.61 | N/A | | 2008 | -19.72 | -11.07 | -11.36 | -28.97 | | 2007 | -1.58 | 6.49 | -1.80 | -9.31 | | 2006 | 0.64 | -5.67 | 1.58 | 9.77 | | 2005 | -5.95 | 3.52 | 2.00 | 6.05 | | 2004 | -1.22 | 4.59 | -5.80 | 15.04 | | 2003 | -2.91 | 25.48 | 3.54 | 13.79 | | 2002 | -3.66 | -13.73 | -13.96 | 13.38 | | 2001 | -3.08 | 7.33 | -20.01 | 9.02 | | 2000 | -0.01 | -3.31 | 1.78 | -5.63 | | 1999 | N/A | N/A | N/A | 18.91 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 120 | 2013 | 5.96 | | 1-Month | 2004 | 2110 | 94.98 | | 3-Month | 2048 | 2090 | 97.99 | | 6-Month | 81 | 2049 | 3.95 | | 1-Year | 95 | 1999 | 4.75 | | 3-Year | 1337 | 1694 | 78.93 | | 5-Year | 1082 | 1352 | 80.03 |
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1.48% Nasdaq 
Performance
