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| Morningstar Return Rating: | High | | Year to Date Return: | 18.61% | | 5-Year Average Return: | 7.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 19.00% | |
Worst 1-Yr Total Return (2008): | -27.44% | |
Best 3-Yr Total Return (2005-7): | 15.23% | |
Worst 3-Yr Total Return (2006-8): | -1.05% |
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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 | LCORX | Category | Diff | Index* | Diff | | Year To Date | 18.61 | 18.16 | 0.45 | N/A | N/A | | 1-Month | -3.61 | -1.24 | -2.37 | N/A | N/A | | 3-Month | 3.05 | 4.71 | -1.66 | N/A | N/A | | 1-Year | 19.27 | 15.73 | 3.54 | N/A | N/A | | 3-Year | 2.04 | -2.66 | 4.7 | N/A | N/A | | 5-Year | 7.14 | 2.10 | 5.04 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.82 | 33.32 | 2.5 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.38 | -8.51 | -2.87 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCORX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.44 | -28.00 | 0.56 | | 2007 | | | 19.00 | 5.99 | 13.01 | | 2006 | | | 12.21 | 11.29 | 0.92 | | 2005 | | | 14.58 | 5.13 | 9.45 | | 2004 | | | 8.26 | 8.86 | -0.60 | | 2003 | | | 47.18 | 20.35 | 26.83 | | 2002 | | | -10.06 | -12.02 | 1.96 | | 2001 | | | -4.81 | -5.05 | 0.24 | | 2000 | | | 22.71 | 1.82 | 20.89 | | 1999 | | | 9.52 | 10.71 | -1.19 |
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| PAST QUARTERLY RETURNS (%) FOR
LCORX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.37 | 12.00 | 16.10 | N/A | | 2008 | -2.11 | 0.35 | -13.39 | -14.71 | | 2007 | 2.03 | 7.50 | 4.27 | 4.04 | | 2006 | 3.86 | 0.60 | -1.20 | 8.69 | | 2005 | 1.84 | 0.14 | 8.78 | 3.30 | | 2004 | 1.48 | -1.03 | 1.11 | 6.61 | | 2003 | 1.22 | 16.63 | 9.11 | 14.26 | | 2002 | -0.83 | -5.70 | -8.63 | 5.27 | | 2001 | -1.22 | 3.15 | -13.98 | 8.60 | | 2000 | 5.09 | 3.57 | 5.13 | 7.24 | | 1999 | N/A | N/A | N/A | 5.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 326 | 1211 | 26.92 | | 1-Month | 1144 | 1258 | 90.94 | | 3-Month | 602 | 1256 | 47.93 | | 6-Month | 512 | 1220 | 41.97 | | 1-Year | 152 | 1204 | 12.62 | | 3-Year | 11 | 950 | 1.16 | | 5-Year | 5 | 796 | 0.63 |
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1.48% Nasdaq 
Performance
