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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.18% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.97% | |
Worst 1-Yr Total Return (2008): | -39.78% | |
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 | LSGFX | Category | Diff | Index* | Diff | | Year To Date | 27.18 | 31.20 | -4.02 | 24.07 | 3.11 | | 1-Month | 6.19 | 5.67 | 0.52 | 6.00 | 0.19 | | 3-Month | 9.04 | 8.18 | 0.86 | 7.91 | 1.13 | | 1-Year | 33.10 | 34.04 | -0.94 | 25.39 | 7.71 | | 3-Year | -6.76 | -3.89 | -2.87 | -5.79 | -0.97 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.80 | 43.84 | -3.04 | 45.76 | -4.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.96 | -18.03 | -4.93 | -18.25 | -4.71 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSGFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.78 | -40.67 | 0.89 | | 2007 | | | 5.97 | 13.35 | -7.38 | | 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
LSGFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.25 | 15.28 | 14.33 | N/A | | 2008 | -8.33 | 2.27 | -16.83 | -22.77 | | 2007 | 0.90 | 6.67 | 0.47 | -2.01 | | 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 | 1181 | 1818 | 64.96 | | 1-Month | 571 | 1906 | 29.96 | | 3-Month | 380 | 1904 | 19.96 | | 6-Month | 746 | 1866 | 39.98 | | 1-Year | 1048 | 1815 | 57.74 | | 3-Year | 1117 | 1537 | 72.67 | | 5-Year | | 1273 | N/A |
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