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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.51% | | 5-Year Average Return: | -2.67% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 22.43% | |
Worst 1-Yr Total Return (2008): | -49.81% | |
Best 3-Yr Total Return (2005-7): | 9.52% | |
Worst 3-Yr Total Return (2006-8): | -15.90% |
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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 | LSGRX | Category | Diff | Index* | Diff | | Year To Date | 27.51 | 31.20 | -3.69 | 24.07 | 3.44 | | 1-Month | 6.44 | 5.67 | 0.77 | 6.00 | 0.44 | | 3-Month | 10.47 | 8.18 | 2.29 | 7.91 | 2.56 | | 1-Year | 28.17 | 34.04 | -5.87 | 25.39 | 2.78 | | 3-Year | -7.91 | -3.89 | -4.02 | -5.79 | -2.12 | | 5-Year | -2.67 | 1.25 | -3.92 | 0.71 | -3.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.99 | 43.84 | -9.85 | 45.76 | -11.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.81 | -18.03 | -9.78 | -18.25 | -9.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.81 | -40.67 | -9.14 | | 2007 | | | 22.43 | 13.35 | 9.08 | | 2006 | | | -3.21 | 7.05 | -10.26 | | 2005 | | | 10.85 | 6.71 | 4.14 | | 2004 | | | 15.91 | 7.81 | 8.10 | | 2003 | | | 32.55 | 28.66 | 3.89 | | 2002 | | | -23.05 | -27.64 | 4.59 | | 2001 | | | -24.40 | -22.30 | -2.10 | | 2000 | | | -16.12 | -13.05 | -3.07 | | 1999 | | | 42.53 | 38.87 | 3.66 |
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| PAST QUARTERLY RETURNS (%) FOR
LSGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.54 | 9.14 | 13.16 | N/A | | 2008 | -17.03 | 2.95 | -20.85 | -25.76 | | 2007 | 2.53 | 5.70 | 6.71 | 5.87 | | 2006 | 1.53 | -10.09 | 1.84 | 4.11 | | 2005 | -5.42 | 5.91 | 5.92 | 4.47 | | 2004 | 2.55 | 2.87 | -4.10 | 14.56 | | 2003 | 1.04 | 12.63 | 4.12 | 11.87 | | 2002 | -1.60 | -10.39 | -14.77 | 2.40 | | 2001 | -21.80 | 2.71 | -20.20 | 17.97 | | 2000 | 11.01 | -5.45 | 4.17 | -23.28 | | 1999 | N/A | N/A | N/A | 33.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1218 | 1818 | 67.00 | | 1-Month | 1162 | 1906 | 60.97 | | 3-Month | 247 | 1904 | 12.97 | | 6-Month | 1399 | 1866 | 74.97 | | 1-Year | 1117 | 1815 | 61.54 | | 3-Year | 1203 | 1537 | 78.27 | | 5-Year | 1057 | 1273 | 83.03 |
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0.20% Nasdaq 
Performance
