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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.59% | | 5-Year Average Return: | -0.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.77% | |
Worst 1-Yr Total Return (2008): | -39.07% | |
Best 3-Yr Total Return (2004-6): | 14.41% | |
Worst 3-Yr Total Return (2006-8): | -9.38% |
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| 1-Year: | -12.85% | | 3-Year: | -9.14% | | 5-Year: | 0.31% | | 10-Year: | 0.49% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LEVBX | Category | Diff | Index* | Diff | | Year To Date | 18.59 | 21.73 | -3.14 | 24.07 | -5.48 | | 1-Month | 4.60 | 5.16 | -0.56 | 6.00 | -1.4 | | 3-Month | 5.72 | 6.45 | -0.73 | 7.91 | -2.19 | | 1-Year | 21.23 | 24.67 | -3.44 | 25.39 | -4.16 | | 3-Year | -9.51 | -7.33 | -2.18 | -5.79 | -3.72 | | 5-Year | -0.11 | 0.27 | -0.38 | 0.71 | -0.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.60 | 47.53 | 2.07 | 45.76 | 3.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.59 | -16.99 | -1.6 | -18.25 | -0.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LEVBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.07 | -37.09 | -1.98 | | 2007 | | | 0.32 | 1.42 | -1.10 | | 2006 | | | 21.77 | 18.15 | 3.62 | | 2005 | | | 9.29 | 5.95 | 3.34 | | 2004 | | | 12.54 | 12.97 | -0.43 | | 2003 | | | 26.94 | 28.44 | -1.50 | | 2002 | | | N/A | -18.69 | N/A | | 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
LEVBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.42 | 18.31 | 18.22 | N/A | | 2008 | -12.80 | -3.37 | -7.80 | -21.58 | | 2007 | 2.16 | 6.07 | -2.03 | -5.51 | | 2006 | 6.34 | 0.32 | 6.18 | 7.49 | | 2005 | 0.26 | 1.32 | 4.75 | 2.71 | | 2004 | 2.50 | 1.33 | 0.00 | 8.35 | | 2003 | -4.96 | 16.89 | 1.75 | 12.30 | | 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 | | 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 | 801 | 1293 | 61.95 | | 1-Month | 802 | 1338 | 59.94 | | 3-Month | 1010 | 1329 | 76.00 | | 6-Month | 1029 | 1320 | 77.95 | | 1-Year | 617 | 1280 | 48.20 | | 3-Year | 775 | 1088 | 71.23 | | 5-Year | 463 | 917 | 50.49 |
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0.26% Nasdaq 0.00%
Performance
