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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.17% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.08% | |
Worst 1-Yr Total Return (2008): | -40.34% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -7.40% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LSGCX | Category | Diff | Index* | Diff | | Year To Date | 26.17 | 31.20 | -5.03 | 24.07 | 2.1 | | 1-Month | 6.21 | 5.67 | 0.54 | 6.00 | 0.21 | | 3-Month | 8.83 | 8.18 | 0.65 | 7.91 | 0.92 | | 1-Year | 31.93 | 34.04 | -2.11 | 25.39 | 6.54 | | 3-Year | -7.61 | -3.89 | -3.72 | -5.79 | -1.82 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.04 | 43.84 | -3.8 | 45.76 | -5.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.73 | -18.03 | -5.7 | -18.25 | -5.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.34 | -40.67 | 0.33 | | 2007 | | | 5.08 | 13.35 | -8.27 | | 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
LSGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.38 | 15.04 | 14.02 | N/A | | 2008 | -8.61 | 2.19 | -17.04 | -23.00 | | 2007 | 0.70 | 6.39 | 0.28 | -2.20 | | 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 | 1272 | 1818 | 69.97 | | 1-Month | 667 | 1906 | 34.99 | | 3-Month | 495 | 1904 | 26.00 | | 6-Month | 933 | 1866 | 50.00 | | 1-Year | 1106 | 1815 | 60.94 | | 3-Year | 1187 | 1537 | 77.23 | | 5-Year | | 1273 | N/A |
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