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| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.30% | | 5-Year Average Return: | 2.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.41% | |
Worst 1-Yr Total Return (2008): | -26.95% | |
Best 3-Yr Total Return (2004-6): | 11.72% | |
Worst 3-Yr Total Return (2006-8): | -5.14% |
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| 1-Year: | -10.72% | | 3-Year: | -4.53% | | 5-Year: | 1.55% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCEAX | Category | Diff | Index* | Diff | | Year To Date | 15.30 | 15.79 | -0.49 | 17.05 | -1.75 | | 1-Month | -2.21 | -2.21 | 0 | -1.86 | -0.35 | | 3-Month | 3.92 | 5.62 | -1.7 | 5.48 | -1.56 | | 1-Year | 10.42 | 9.52 | 0.9 | 9.80 | 0.62 | | 3-Year | -4.51 | -8.36 | 3.85 | -7.02 | 2.51 | | 5-Year | 2.22 | 0.18 | 2.04 | 0.33 | 1.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.50 | 46.84 | 0.66 | 45.76 | 1.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.37 | -16.40 | 4.03 | -18.25 | 5.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.95 | -37.09 | 10.14 | | 2007 | | | 0.36 | 1.42 | -1.06 | | 2006 | | | 16.41 | 18.15 | -1.74 | | 2005 | | | 5.23 | 5.95 | -0.72 | | 2004 | | | 13.84 | 12.97 | 0.87 | | 2003 | | | 26.89 | 28.44 | -1.55 | | 2002 | | | -12.90 | -18.69 | 5.79 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LCEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.11 | 17.60 | 16.72 | N/A | | 2008 | -5.85 | -3.97 | 0.83 | -19.87 | | 2007 | 0.25 | 5.48 | -0.56 | -4.56 | | 2006 | 4.11 | -0.61 | 5.59 | 6.55 | | 2005 | -0.50 | 1.16 | 1.32 | 3.18 | | 2004 | 2.33 | 3.00 | 0.05 | 7.95 | | 2003 | -4.59 | 14.18 | 2.94 | 13.15 | | 2002 | 4.30 | -7.86 | -14.15 | 5.58 | | 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 | 587 | 1335 | 43.97 | | 1-Month | 372 | 1379 | 26.98 | | 3-Month | 766 | 1368 | 55.99 | | 6-Month | 417 | 1346 | 30.98 | | 1-Year | 384 | 1318 | 29.14 | | 3-Year | 69 | 1124 | 6.14 | | 5-Year | 95 | 934 | 10.17 |
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0.01% Nasdaq 0.00%
0.04 (0.37%) 
Performance
