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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.43% | | 5-Year Average Return: | 1.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.01% | |
Worst 1-Yr Total Return (2008): | -29.65% | |
Best 3-Yr Total Return (2004-6): | 12.89% | |
Worst 3-Yr Total Return (2006-8): | -4.03% |
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| 1-Year: | -12.59% | | 3-Year: | -7.12% | | 5-Year: | 0.86% | | 10-Year: | -0.24% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LEIFX | Category | Diff | Index* | Diff | | Year To Date | 14.43 | 21.73 | -7.3 | 24.07 | -9.64 | | 1-Month | 5.17 | 5.16 | 0.01 | 6.00 | -0.83 | | 3-Month | 6.40 | 6.45 | -0.05 | 7.91 | -1.51 | | 1-Year | 16.31 | 24.67 | -8.36 | 25.39 | -9.08 | | 3-Year | -5.70 | -7.33 | 1.63 | -5.79 | 0.09 | | 5-Year | 1.64 | 0.27 | 1.37 | 0.71 | 0.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.08 | 47.53 | -14.45 | 45.76 | -12.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.29 | -16.99 | 1.7 | -18.25 | 2.96 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LEIFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.65 | -37.09 | 7.44 | | 2007 | | | 2.15 | 1.42 | 0.73 | | 2006 | | | 23.01 | 18.15 | 4.86 | | 2005 | | | 3.31 | 5.95 | -2.64 | | 2004 | | | 13.20 | 12.97 | 0.23 | | 2003 | | | 24.27 | 28.44 | -4.17 | | 2002 | | | -19.23 | -18.69 | -0.54 | | 2001 | | | -11.09 | -4.99 | -6.10 | | 2000 | | | -11.00 | 7.87 | -18.87 | | 1999 | | | 17.57 | 6.72 | 10.85 |
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| PAST QUARTERLY RETURNS (%) FOR
LEIFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.75 | 9.32 | 13.05 | N/A | | 2008 | -6.87 | -5.35 | -4.83 | -16.14 | | 2007 | 0.07 | 5.84 | -0.49 | -3.07 | | 2006 | 4.67 | 2.05 | 7.67 | 6.96 | | 2005 | -1.61 | 0.61 | 1.69 | 2.63 | | 2004 | 2.56 | 0.43 | 0.24 | 9.64 | | 2003 | -6.73 | 16.99 | 0.24 | 13.62 | | 2002 | 0.93 | -13.10 | -14.70 | 7.96 | | 2001 | -10.20 | 2.77 | -11.41 | 8.75 | | 2000 | 7.39 | -5.04 | 1.00 | -13.60 | | 1999 | N/A | N/A | N/A | 14.07 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1137 | 1293 | 87.94 | | 1-Month | 789 | 1338 | 58.97 | | 3-Month | 398 | 1329 | 29.95 | | 6-Month | 1042 | 1320 | 78.94 | | 1-Year | 990 | 1280 | 77.34 | | 3-Year | 246 | 1088 | 22.61 | | 5-Year | 194 | 917 | 21.16 |
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0.49% Nasdaq 0.00%
Performance
