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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.83% | | 5-Year Average Return: | 3.77% | | 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 (2004-6): | 17.44% | |
Worst 3-Yr Total Return (2006-8): | -4.06% |
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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 | 17.83 | 21.73 | -3.9 | 24.07 | -6.24 | | 1-Month | 4.83 | 5.16 | -0.33 | 6.00 | -1.17 | | 3-Month | 5.36 | 6.45 | -1.09 | 7.91 | -2.55 | | 1-Year | 22.09 | 24.67 | -2.58 | 25.39 | -3.3 | | 3-Year | -5.08 | -7.33 | 2.25 | -5.79 | 0.71 | | 5-Year | 3.77 | 0.27 | 3.5 | 0.71 | 3.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.40 | 47.53 | -1.13 | 45.76 | 0.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.11 | -16.99 | -0.12 | -18.25 | 1.14 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | -1.33 | 6.72 | -8.05 |
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| PAST QUARTERLY RETURNS (%) FOR
LSGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.04 | 14.51 | 16.56 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 3.33 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 866 | 1293 | 66.98 | | 1-Month | 735 | 1338 | 54.93 | | 3-Month | 996 | 1329 | 74.94 | | 6-Month | 990 | 1320 | 75.00 | | 1-Year | 661 | 1280 | 51.64 | | 3-Year | 202 | 1088 | 18.57 | | 5-Year | 24 | 917 | 2.62 |
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0.10% Nasdaq 
0.27%
Performance
