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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.95% | | 5-Year Average Return: | 5.34% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 9.48% | |
Worst 1-Yr Total Return (2008): | -8.83% | |
Best 3-Yr Total Return (2004-6): | 4.09% | |
Worst 3-Yr Total Return (2006-8): | 2.08% |
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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 | LSGLX | Category | Diff | Index* | Diff | | Year To Date | 22.95 | 14.19 | 8.76 | 6.24 | 16.71 | | 1-Month | 1.02 | 0.74 | 0.28 | 0.49 | 0.53 | | 3-Month | 6.57 | 5.11 | 1.46 | 2.60 | 3.97 | | 1-Year | 33.07 | 22.15 | 10.92 | 13.79 | 19.28 | | 3-Year | 7.12 | 6.75 | 0.37 | 6.35 | 0.77 | | 5-Year | 5.34 | 5.08 | 0.26 | 5.05 | 0.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.38 | 18.82 | 8.56 | 7.06 | 20.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.93 | 7.98 | -0.05 | 7.94 | -0.01 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSGLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -8.83 | -1.57 | -7.26 | | 2007 | | | 8.05 | 7.28 | 0.77 | | 2006 | | | 7.98 | 5.42 | 2.56 | | 2005 | | | -4.60 | -3.33 | -1.27 | | 2004 | | | 9.48 | 8.98 | 0.50 | | 2003 | | | 20.99 | 13.79 | 7.20 | | 2002 | | | 20.22 | 14.10 | 6.12 | | 2001 | | | 4.74 | 1.95 | 2.79 | | 2000 | | | -0.58 | 3.21 | -3.79 | | 1999 | | | 3.58 | -2.86 | 6.44 |
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| PAST QUARTERLY RETURNS (%) FOR
LSGLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.60 | 13.12 | 10.46 | N/A | | 2008 | 4.24 | -1.97 | -8.61 | -2.38 | | 2007 | 1.37 | -0.71 | 4.91 | 2.32 | | 2006 | 0.83 | 2.25 | 2.07 | 2.61 | | 2005 | -2.38 | -0.58 | -0.58 | -1.14 | | 2004 | 2.06 | -3.32 | 4.11 | 6.58 | | 2003 | 4.87 | 7.67 | 1.58 | 5.49 | | 2002 | 0.53 | 9.18 | 2.02 | 7.36 | | 2001 | -1.02 | -0.85 | 4.73 | 1.90 | | 2000 | -0.96 | -0.79 | -3.19 | 4.52 | | 1999 | N/A | N/A | N/A | -0.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 19 | 272 | 6.99 | | 1-Month | 52 | 292 | 17.81 | | 3-Month | 103 | 287 | 35.89 | | 6-Month | 28 | 282 | 9.93 | | 1-Year | 11 | 260 | 4.23 | | 3-Year | 69 | 188 | 36.70 | | 5-Year | 49 | 163 | 30.06 |
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0.34% Nasdaq 
0.06 (0.37%) 
Performance
