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| Morningstar Return Rating: | High | | Year to Date Return: | 32.90% | | 5-Year Average Return: | 4.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.51% | |
Worst 1-Yr Total Return (2008): | -36.08% | |
Best 3-Yr Total Return (2005-7): | 11.71% | |
Worst 3-Yr Total Return (2006-8): | -6.84% |
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| 1-Year: | -2.07% | | 3-Year: | -0.37% | | 5-Year: | 4.47% | | 10-Year: | 1.03% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCCCX | Category | Diff | Index* | Diff | | Year To Date | 32.90 | 25.10 | 7.8 | 24.07 | 8.83 | | 1-Month | 5.09 | 5.28 | -0.19 | 6.00 | -0.91 | | 3-Month | 7.48 | 7.01 | 0.47 | 7.91 | -0.43 | | 1-Year | 34.00 | 28.01 | 5.99 | 25.39 | 8.61 | | 3-Year | -1.27 | -5.87 | 4.6 | -5.79 | 4.52 | | 5-Year | 4.16 | 0.64 | 3.52 | 0.71 | 3.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.27 | 46.08 | 4.19 | 45.76 | 4.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.01 | -17.41 | 3.4 | -18.25 | 4.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.08 | -37.79 | 1.71 | | 2007 | | | 11.42 | 6.16 | 5.26 | | 2006 | | | 13.51 | 14.17 | -0.66 | | 2005 | | | 10.22 | 5.88 | 4.34 | | 2004 | | | 5.00 | 10.02 | -5.02 | | 2003 | | | 21.51 | 27.05 | -5.54 | | 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
LCCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.14 | 20.43 | 15.50 | N/A | | 2008 | -7.49 | -1.29 | -8.61 | -23.41 | | 2007 | 0.60 | 6.07 | 3.67 | 0.71 | | 2006 | 3.85 | -3.79 | 5.66 | 7.51 | | 2005 | -1.64 | 1.75 | 7.27 | 2.67 | | 2004 | 0.91 | 0.66 | -4.42 | 8.15 | | 2003 | -3.54 | 13.30 | 1.57 | 9.46 | | 2002 | N/A | N/A | N/A | N/A | | 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 | 242 | 2021 | 11.97 | | 1-Month | 1648 | 2113 | 77.99 | | 3-Month | 1338 | 2091 | 63.99 | | 6-Month | 1382 | 2064 | 66.96 | | 1-Year | 219 | 2011 | 10.89 | | 3-Year | 60 | 1707 | 3.51 | | 5-Year | 48 | 1360 | 3.53 |
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0.83% Nasdaq 
Performance
