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| Morningstar Return Rating: | High | | Year to Date Return: | 21.71% | | 5-Year Average Return: | 2.74% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.54% | |
Worst 1-Yr Total Return (2008): | -26.81% | |
Best 3-Yr Total Return (2006-8): | -5.04% | |
Worst 3-Yr Total Return (2006-8): | -5.04% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCEIX | Category | Diff | Index* | Diff | | Year To Date | 21.71 | 21.73 | -0.02 | 24.07 | -2.36 | | 1-Month | 5.50 | 5.16 | 0.34 | 6.00 | -0.5 | | 3-Month | 5.68 | 6.45 | -0.77 | 7.91 | -2.23 | | 1-Year | 23.67 | 24.67 | -1 | 25.39 | -1.72 | | 3-Year | -3.01 | -7.33 | 4.32 | -5.79 | 2.78 | | 5-Year | 2.74 | 0.27 | 2.47 | 0.71 | 2.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.45 | 47.53 | -0.08 | 45.76 | 1.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.21 | -16.99 | 4.78 | -18.25 | 6.04 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCEIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.81 | -37.09 | 10.28 | | 2007 | | | 0.40 | 1.42 | -1.02 | | 2006 | | | 16.54 | 18.15 | -1.61 | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 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
LCEIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.20 | 17.65 | 16.76 | N/A | | 2008 | -5.75 | -3.94 | 0.77 | -19.78 | | 2007 | 0.21 | 5.52 | -0.53 | -4.54 | | 2006 | 4.13 | -0.66 | 5.70 | 6.58 | | 2005 | N/A | N/A | N/A | 3.20 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 555 | 1293 | 42.92 | | 1-Month | 615 | 1338 | 45.96 | | 3-Month | 465 | 1329 | 34.99 | | 6-Month | 211 | 1320 | 15.98 | | 1-Year | 425 | 1280 | 33.20 | | 3-Year | 53 | 1088 | 4.87 | | 5-Year | | 917 | N/A |
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0.51% Nasdaq 
Performance
