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| Morningstar Return Rating: | Above average | | Year to Date Return: | -1.30% | | 5-Year Average Return: | 1.49% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 22.75% | |
Worst 1-Yr Total Return (2008): | -27.46% | |
Best 3-Yr Total Return (2007-9): | -3.89% | |
Worst 3-Yr Total Return (2006-8): | -5.79% |
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| 1-Year: | 21.75% | | 3-Year: | -3.89% | | 5-Year: | 1.43% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCEVX | Category | Diff | Index* | Diff | | Year To Date | -1.30 | -2.97 | 1.67 | -3.60 | 2.3 | | 1-Month | -1.30 | -2.97 | 1.67 | -3.60 | 2.3 | | 3-Month | 5.74 | 3.98 | 1.76 | 4.16 | 1.58 | | 1-Year | 36.19 | 32.89 | 3.3 | 33.14 | 3.05 | | 3-Year | -4.71 | -8.60 | 3.89 | -7.24 | 2.53 | | 5-Year | 1.49 | -0.19 | 1.68 | 0.18 | 1.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.79 | 47.48 | -0.69 | 45.76 | 1.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.02 | -17.06 | 4.04 | -18.25 | 5.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCEVX | Category | Diff | | 2009 | | | 22.75 | 24.13 | -1.38 | | 2008 | | | -27.46 | -37.09 | 9.63 | | 2007 | | | -0.31 | 1.42 | -1.73 | | 2006 | | | 15.64 | 18.15 | -2.51 | | 2005 | | | 4.59 | 5.95 | -1.36 | | 2004 | | | 13.13 | 12.97 | 0.16 | | 2003 | | | 26.01 | 28.44 | -2.43 | | 2002 | | | -13.50 | -18.69 | 5.19 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LCEVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.29 | 17.30 | 16.58 | 4.74 | | 2008 | -6.00 | -4.10 | 0.55 | -19.97 | | 2007 | 0.09 | 5.28 | -0.73 | -4.70 | | 2006 | 3.90 | -0.78 | 5.47 | 6.36 | | 2005 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 79 | 1325 | 5.96 | | 1-Month | 39 | 1325 | 2.94 | | 3-Month | 341 | 1313 | 25.97 | | 6-Month | 622 | 1296 | 47.99 | | 1-Year | 376 | 1268 | 29.65 | | 3-Year | 91 | 1104 | 8.24 | | 5-Year | 146 | 914 | 15.97 |
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0.73% Nasdaq 
0.15 (1.44%) 
Performance
