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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.57% | | 5-Year Average Return: | 0.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.02% | |
Worst 1-Yr Total Return (2008): | -30.24% | |
Best 3-Yr Total Return (2004-6): | 12.03% | |
Worst 3-Yr Total Return (2006-8): | -4.81% |
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| 1-Year: | -13.22% | | 3-Year: | -7.26% | | 5-Year: | 0.83% | | 10-Year: | -0.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LEIBX | Category | Diff | Index* | Diff | | Year To Date | 13.57 | 21.73 | -8.16 | 24.07 | -10.5 | | 1-Month | 5.04 | 5.16 | -0.12 | 6.00 | -0.96 | | 3-Month | 6.20 | 6.45 | -0.25 | 7.91 | -1.71 | | 1-Year | 15.34 | 24.67 | -9.33 | 25.39 | -10.05 | | 3-Year | -6.48 | -7.33 | 0.85 | -5.79 | -0.69 | | 5-Year | 0.83 | 0.27 | 0.56 | 0.71 | 0.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.57 | 47.53 | -14.96 | 45.76 | -13.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.04 | -16.99 | 0.95 | -18.25 | 2.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LEIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.24 | -37.09 | 6.85 | | 2007 | | | 1.33 | 1.42 | -0.09 | | 2006 | | | 22.02 | 18.15 | 3.87 | | 2005 | | | 2.55 | 5.95 | -3.40 | | 2004 | | | 12.36 | 12.97 | -0.61 | | 2003 | | | 23.35 | 28.44 | -5.09 | | 2002 | | | -19.85 | -18.69 | -1.16 | | 2001 | | | -11.81 | -4.99 | -6.82 | | 2000 | | | -11.63 | 7.87 | -19.50 | | 1999 | | | 16.64 | 6.72 | 9.92 |
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| PAST QUARTERLY RETURNS (%) FOR
LEIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.88 | 9.01 | 12.90 | N/A | | 2008 | -7.06 | -5.55 | -4.96 | -16.39 | | 2007 | -0.12 | 5.59 | -0.73 | -3.22 | | 2006 | 4.47 | 1.80 | 7.47 | 6.76 | | 2005 | -1.75 | 0.37 | 1.48 | 2.48 | | 2004 | 2.43 | 0.18 | 0.12 | 9.38 | | 2003 | -6.84 | 16.69 | 0.06 | 13.41 | | 2002 | 0.75 | -13.27 | -14.88 | 7.76 | | 2001 | -10.36 | 2.52 | -11.52 | 8.47 | | 2000 | 7.20 | -5.17 | 0.81 | -13.77 | | 1999 | N/A | N/A | N/A | 13.81 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1176 | 1293 | 90.95 | | 1-Month | 856 | 1338 | 63.98 | | 3-Month | 451 | 1329 | 33.94 | | 6-Month | 1095 | 1320 | 82.95 | | 1-Year | 1013 | 1280 | 79.14 | | 3-Year | 359 | 1088 | 33.00 | | 5-Year | 311 | 917 | 33.91 |
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0.03% Nasdaq 
Performance
