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| Morningstar Return Rating: | Above average | | Year to Date Return: | -2.19% | | 5-Year Average Return: | 3.43% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.75% | |
Worst 1-Yr Total Return (2008): | -33.32% | |
Best 3-Yr Total Return (2005-7): | 14.32% | |
Worst 3-Yr Total Return (2007-9): | -5.25% |
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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 | LSGIX | Category | Diff | Index* | Diff | | Year To Date | -2.19 | -2.97 | 0.78 | -3.60 | 1.41 | | 1-Month | -2.19 | -2.97 | 0.78 | -3.60 | 1.41 | | 3-Month | 4.56 | 3.98 | 0.58 | 4.16 | 0.4 | | 1-Year | 30.90 | 32.89 | -1.99 | 33.14 | -2.24 | | 3-Year | -6.52 | -8.60 | 2.08 | -7.24 | 0.72 | | 5-Year | 3.43 | -0.19 | 3.62 | 0.18 | 3.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.40 | 47.48 | -1.08 | 45.76 | 0.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.11 | -17.06 | -0.05 | -18.25 | 1.14 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSGIX | Category | Diff | | 2009 | | | 20.16 | 24.13 | -3.97 | | 2008 | | | -33.32 | -37.09 | 3.77 | | 2007 | | | 6.17 | 1.42 | 4.75 | | 2006 | | | 24.75 | 18.15 | 6.60 | | 2005 | | | 12.80 | 5.95 | 6.85 | | 2004 | | | 15.12 | 12.97 | 2.15 | | 2003 | | | 26.24 | 28.44 | -2.20 | | 2002 | | | -16.69 | -18.69 | 2.00 | | 2001 | | | -5.65 | -4.99 | -0.66 | | 2000 | | | 7.35 | 7.87 | -0.52 |
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| PAST QUARTERLY RETURNS (%) FOR
LSGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.04 | 14.51 | 16.56 | 3.53 | | 2008 | -7.28 | -4.07 | -6.78 | -19.58 | | 2007 | 1.52 | 6.48 | 0.13 | -1.91 | | 2006 | 7.22 | 0.46 | 6.91 | 8.33 | | 2005 | 0.64 | 2.38 | 6.00 | 3.28 | | 2004 | 3.24 | 1.60 | 0.57 | 9.13 | | 2003 | -6.60 | 18.11 | 1.12 | 13.17 | | 2002 | 1.98 | -8.96 | -17.93 | 9.34 | | 2001 | -5.12 | 4.67 | -12.58 | 8.67 | | 2000 | -3.12 | -1.10 | 4.64 | 7.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 503 | 1325 | 37.96 | | 1-Month | 755 | 1325 | 56.98 | | 3-Month | 669 | 1313 | 50.95 | | 6-Month | 544 | 1296 | 41.98 | | 1-Year | 700 | 1268 | 55.21 | | 3-Year | 206 | 1104 | 18.66 | | 5-Year | 26 | 914 | 2.84 |
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0.44% Nasdaq 
0.23 (1.43%) 
Performance
