|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.03% | | 5-Year Average Return: | -0.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.61% | |
Worst 1-Yr Total Return (2008): | -37.13% | |
Best 3-Yr Total Return (2004-6): | 11.02% | |
Worst 3-Yr Total Return (2006-8): | -8.49% |
|
| 1-Year: | -13.63% | | 3-Year: | -9.27% | | 5-Year: | -0.94% | | 10-Year: | 1.86% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LAFFX | Category | Diff | Index* | Diff | | Year To Date | 18.03 | 21.73 | -3.7 | 24.07 | -6.04 | | 1-Month | 5.31 | 5.16 | 0.15 | 6.00 | -0.69 | | 3-Month | 6.08 | 6.45 | -0.37 | 7.91 | -1.83 | | 1-Year | 21.07 | 24.67 | -3.6 | 25.39 | -4.32 | | 3-Year | -7.72 | -7.33 | -0.39 | -5.79 | -1.93 | | 5-Year | -0.67 | 0.27 | -0.94 | 0.71 | -1.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.95 | 47.53 | 5.42 | 45.76 | 7.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.71 | -16.99 | 0.28 | -18.25 | 1.54 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LAFFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.13 | -37.09 | -0.04 | | 2007 | | | 3.66 | 1.42 | 2.24 | | 2006 | | | 17.61 | 18.15 | -0.54 | | 2005 | | | 3.33 | 5.95 | -2.62 | | 2004 | | | 12.60 | 12.97 | -0.37 | | 2003 | | | 30.89 | 28.44 | 2.45 | | 2002 | | | -18.79 | -18.69 | -0.10 | | 2001 | | | -7.94 | -4.99 | -2.95 | | 2000 | | | 15.24 | 7.87 | 7.37 | | 1999 | | | 16.88 | 6.72 | 10.16 |
|
| PAST QUARTERLY RETURNS (%) FOR
LAFFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.43 | 18.76 | 16.22 | N/A | | 2008 | -9.69 | -6.07 | -6.72 | -20.56 | | 2007 | 0.36 | 5.10 | 1.90 | -3.56 | | 2006 | 5.88 | -0.47 | 5.85 | 5.44 | | 2005 | -2.61 | -0.49 | 4.22 | 2.30 | | 2004 | 2.47 | 1.10 | -1.93 | 10.82 | | 2003 | -5.46 | 18.25 | 2.90 | 13.78 | | 2002 | 3.15 | -10.96 | -19.74 | 10.16 | | 2001 | -9.47 | 5.32 | -13.97 | 12.22 | | 2000 | 1.59 | -3.13 | 8.61 | 7.82 | | 1999 | N/A | N/A | N/A | 10.04 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 995 | 1293 | 76.95 | | 1-Month | 1297 | 1338 | 96.94 | | 3-Month | 1222 | 1329 | 91.95 | | 6-Month | 686 | 1320 | 51.97 | | 1-Year | 667 | 1280 | 52.11 | | 3-Year | 590 | 1088 | 54.23 | | 5-Year | 599 | 917 | 65.32 |
|
|
|
|
|
0.00% Nasdaq 
0.04 (0.38%) 
Performance
