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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.84% | | 5-Year Average Return: | 1.96% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.64% | |
Worst 1-Yr Total Return (2008): | -27.46% | |
Best 3-Yr Total Return (2004-6): | 11.02% | |
Worst 3-Yr Total Return (2006-8): | -5.79% |
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| 1-Year: | -7.13% | | 3-Year: | -3.40% | | 5-Year: | 2.03% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCEVX | Category | Diff | Index* | Diff | | Year To Date | 20.84 | 21.73 | -0.89 | 24.07 | -3.23 | | 1-Month | 5.46 | 5.16 | 0.3 | 6.00 | -0.54 | | 3-Month | 5.54 | 6.45 | -0.91 | 7.91 | -2.37 | | 1-Year | 22.53 | 24.67 | -2.14 | 25.39 | -2.86 | | 3-Year | -3.76 | -7.33 | 3.57 | -5.79 | 2.03 | | 5-Year | 1.96 | 0.27 | 1.69 | 0.71 | 1.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.79 | 47.53 | -0.74 | 45.76 | 1.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.02 | -16.99 | 3.97 | -18.25 | 5.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCEVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LCEVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.29 | 17.30 | 16.58 | N/A | | 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 | -0.67 | 0.92 | 1.25 | 3.04 | | 2004 | 2.18 | 2.86 | -0.20 | 7.85 | | 2003 | -4.74 | 14.00 | 2.70 | 12.98 | | 2002 | 4.10 | -7.97 | -14.30 | 5.36 | | 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 | 646 | 1293 | 49.96 | | 1-Month | 628 | 1338 | 46.94 | | 3-Month | 518 | 1329 | 38.98 | | 6-Month | 264 | 1320 | 20.00 | | 1-Year | 516 | 1280 | 40.31 | | 3-Year | 103 | 1088 | 9.47 | | 5-Year | 148 | 917 | 16.14 |
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0.26% Nasdaq 
0.01 (0.09%) 
Performance
