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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.94% | | 5-Year Average Return: | 1.98% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.63% | |
Worst 1-Yr Total Return (2008): | -27.43% | |
Best 3-Yr Total Return (2004-6): | 11.01% | |
Worst 3-Yr Total Return (2006-8): | -5.78% |
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| 1-Year: | -10.90% | | 3-Year: | -4.23% | | 5-Year: | 1.69% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCEDX | Category | Diff | Index* | Diff | | Year To Date | 20.94 | 21.73 | -0.79 | 24.07 | -3.13 | | 1-Month | 5.56 | 5.16 | 0.4 | 6.00 | -0.44 | | 3-Month | 5.63 | 6.45 | -0.82 | 7.91 | -2.28 | | 1-Year | 22.63 | 24.67 | -2.04 | 25.39 | -2.76 | | 3-Year | -3.75 | -7.33 | 3.58 | -5.79 | 2.04 | | 5-Year | 1.98 | 0.27 | 1.71 | 0.71 | 1.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.73 | 47.53 | -0.8 | 45.76 | 0.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.01 | -16.99 | 3.98 | -18.25 | 5.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCEDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.43 | -37.09 | 9.66 | | 2007 | | | -0.32 | 1.42 | -1.74 | | 2006 | | | 15.63 | 18.15 | -2.52 | | 2005 | | | 4.59 | 5.95 | -1.36 | | 2004 | | | 13.12 | 12.97 | 0.15 | | 2003 | | | 25.98 | 28.44 | -2.46 | | 2002 | | | -13.40 | -18.69 | 5.29 | | 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
LCEDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.39 | 17.43 | 16.57 | N/A | | 2008 | -5.99 | -4.09 | 0.64 | -20.03 | | 2007 | 0.09 | 5.28 | -0.72 | -4.71 | | 2006 | 3.97 | -0.86 | 5.47 | 6.35 | | 2005 | -0.67 | 1.01 | 1.25 | 2.95 | | 2004 | 2.18 | 2.86 | -0.20 | 7.84 | | 2003 | -4.85 | 14.13 | 2.70 | 12.97 | | 2002 | 4.20 | -8.06 | -14.20 | 5.35 | | 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 | 659 | 1293 | 50.97 | | 1-Month | 628 | 1338 | 46.94 | | 3-Month | 518 | 1329 | 38.98 | | 6-Month | 250 | 1320 | 18.94 | | 1-Year | 518 | 1280 | 40.47 | | 3-Year | 102 | 1088 | 9.38 | | 5-Year | 150 | 917 | 16.36 |
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0.03% Nasdaq 
0.02 (0.18%) 
Performance
