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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.43% | | 5-Year Average Return: | 0.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.19% | |
Worst 1-Yr Total Return (2008): | -39.11% | |
Best 3-Yr Total Return (2005-7): | 9.03% | |
Worst 3-Yr Total Return (2006-8): | -9.80% |
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| 1-Year: | -10.77% | | 3-Year: | -5.73% | | 5-Year: | -0.38% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LALCX | Category | Diff | Index* | Diff | | Year To Date | 24.43 | 31.20 | -6.77 | 24.07 | 0.36 | | 1-Month | 6.01 | 5.67 | 0.34 | 6.00 | 0.01 | | 3-Month | 7.63 | 8.18 | -0.55 | 7.91 | -0.28 | | 1-Year | 26.02 | 34.04 | -8.02 | 25.39 | 0.63 | | 3-Year | -4.71 | -3.89 | -0.82 | -5.79 | 1.08 | | 5-Year | 0.45 | 1.25 | -0.8 | 0.71 | -0.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.14 | 43.84 | -6.7 | 45.76 | -8.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.19 | -18.03 | -1.16 | -18.25 | -0.94 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LALCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.11 | -40.67 | 1.56 | | 2007 | | | 15.19 | 13.35 | 1.84 | | 2006 | | | 4.62 | 7.05 | -2.43 | | 2005 | | | 7.55 | 6.71 | 0.84 | | 2004 | | | 3.29 | 7.81 | -4.52 | | 2003 | | | 27.82 | 28.66 | -0.84 | | 2002 | | | -35.31 | -27.64 | -7.67 | | 2001 | | | -29.29 | -22.30 | -6.99 | | 2000 | | | -22.89 | -13.05 | -9.84 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LALCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.78 | 10.21 | 14.01 | N/A | | 2008 | -10.89 | 0.69 | -13.33 | -21.70 | | 2007 | 0.53 | 6.15 | 8.11 | -0.15 | | 2006 | 4.25 | -6.21 | 2.08 | 4.81 | | 2005 | -6.16 | 4.03 | 6.31 | 3.64 | | 2004 | 0.00 | 0.82 | -6.11 | 9.11 | | 2003 | 0.52 | 12.53 | 3.25 | 9.44 | | 2002 | -6.62 | -22.00 | -16.08 | 5.83 | | 2001 | -25.57 | 6.94 | -25.19 | 18.75 | | 2000 | 4.43 | -4.42 | -1.94 | -21.22 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1381 | 1818 | 75.96 | | 1-Month | 362 | 1906 | 18.99 | | 3-Month | 799 | 1904 | 41.96 | | 6-Month | 1250 | 1866 | 66.99 | | 1-Year | 1141 | 1815 | 62.87 | | 3-Year | 801 | 1537 | 52.11 | | 5-Year | 709 | 1273 | 55.70 |
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0.51% Nasdaq 
Performance
