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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.69% | | 5-Year Average Return: | -0.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.98% | |
Worst 1-Yr Total Return (2008): | -39.76% | |
Best 3-Yr Total Return (2005-7): | 9.13% | |
Worst 3-Yr Total Return (2006-8): | -9.74% |
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| 1-Year: | -9.31% | | 3-Year: | -6.46% | | 5-Year: | 0.25% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LASCX | Category | Diff | Index* | Diff | | Year To Date | 15.69 | 18.65 | -2.96 | 17.05 | -1.36 | | 1-Month | -2.56 | -2.18 | -0.38 | -1.86 | -0.7 | | 3-Month | 4.43 | 5.08 | -0.65 | 5.48 | -1.05 | | 1-Year | 8.60 | 11.86 | -3.26 | 9.80 | -1.2 | | 3-Year | -8.11 | -6.78 | -1.33 | -7.02 | -1.09 | | 5-Year | -0.59 | 0.49 | -1.08 | 0.33 | -0.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.66 | 45.26 | -1.6 | 45.76 | -2.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.63 | -15.99 | -4.64 | -18.25 | -2.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LASCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.76 | -37.79 | -1.97 | | 2007 | | | 8.05 | 6.16 | 1.89 | | 2006 | | | 12.98 | 14.17 | -1.19 | | 2005 | | | 6.46 | 5.88 | 0.58 | | 2004 | | | 7.56 | 10.02 | -2.46 | | 2003 | | | 32.67 | 27.05 | 5.62 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LASCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.47 | 16.62 | 15.01 | N/A | | 2008 | -9.34 | -2.06 | -11.92 | -22.98 | | 2007 | 2.37 | 6.33 | 1.32 | -2.04 | | 2006 | 6.47 | -2.63 | 2.91 | 5.90 | | 2005 | -2.08 | 2.58 | 4.15 | 1.77 | | 2004 | 2.22 | 0.00 | -3.41 | 8.94 | | 2003 | -4.83 | 17.26 | 4.97 | 13.25 | | 2002 | N/A | N/A | N/A | 7.76 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 1509 | 2013 | 74.96 | | 1-Month | 1751 | 2110 | 82.99 | | 3-Month | 1588 | 2090 | 75.98 | | 6-Month | 1229 | 2049 | 59.98 | | 1-Year | 1346 | 1999 | 67.33 | | 3-Year | 1061 | 1694 | 62.63 | | 5-Year | 836 | 1352 | 61.83 |
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0.18% Nasdaq 
0.42%
Performance
