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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.74% | | 5-Year Average Return: | 4.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.62% | |
Worst 1-Yr Total Return (2008): | -4.41% | |
Best 3-Yr Total Return (2005-7): | 4.31% | |
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 | LSGSX | Category | Diff | Index* | Diff | | Year To Date | 11.74 | 10.39 | 1.35 | 6.24 | 5.5 | | 1-Month | 1.34 | 1.31 | 0.03 | 0.49 | 0.85 | | 3-Month | 4.61 | 4.45 | 0.16 | 2.60 | 2.01 | | 1-Year | 20.64 | 16.20 | 4.44 | 13.79 | 6.85 | | 3-Year | 5.35 | 4.77 | 0.58 | 6.35 | -1 | | 5-Year | 4.03 | 4.21 | -0.18 | 5.05 | -1.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.87 | 10.71 | 2.16 | 7.06 | 5.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.68 | -1.75 | 1.07 | 7.94 | -8.62 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSGSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.41 | -4.08 | -0.33 | | 2007 | | | 10.62 | 9.86 | 0.76 | | 2006 | | | 0.60 | 0.09 | 0.51 | | 2005 | | | 1.99 | 2.09 | -0.10 | | 2004 | | | 4.39 | 7.48 | -3.09 | | 2003 | | | 2.99 | 7.15 | -4.16 | | 2002 | | | 14.21 | 14.81 | -0.60 | | 2001 | | | 4.68 | 7.27 | -2.59 | | 2000 | | | 17.65 | 12.36 | 5.29 | | 1999 | | | -4.46 | 1.80 | -6.26 |
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| PAST QUARTERLY RETURNS (%) FOR
LSGSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.67 | 2.33 | 3.94 | N/A | | 2008 | 4.07 | 0.04 | -5.57 | -2.77 | | 2007 | 2.36 | -0.75 | 4.30 | 4.40 | | 2006 | -2.15 | -0.16 | 3.87 | -0.86 | | 2005 | -0.59 | 2.82 | -0.21 | 0.00 | | 2004 | 2.91 | -3.18 | 3.61 | 1.11 | | 2003 | 1.69 | 2.34 | -0.16 | -0.88 | | 2002 | -0.12 | 5.16 | 8.34 | 0.37 | | 2001 | 1.33 | -1.19 | 5.82 | -1.20 | | 2000 | 5.73 | 1.48 | 2.94 | 6.53 | | 1999 | N/A | N/A | N/A | -1.25 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 33 | 158 | 20.89 | | 1-Month | 126 | 162 | 77.78 | | 3-Month | 88 | 158 | 55.70 | | 6-Month | 33 | 158 | 20.89 | | 1-Year | 18 | 156 | 11.54 | | 3-Year | 66 | 138 | 47.83 | | 5-Year | 41 | 82 | 50.00 |
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