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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.64% | | 5-Year Average Return: | -0.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.73% | |
Worst 1-Yr Total Return (2008): | -39.04% | |
Best 3-Yr Total Return (2004-6): | 14.41% | |
Worst 3-Yr Total Return (2006-8): | -9.39% |
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| 1-Year: | -9.26% | | 3-Year: | -8.44% | | 5-Year: | 0.58% | | 10-Year: | 0.46% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LEVCX | Category | Diff | Index* | Diff | | Year To Date | 18.64 | 21.73 | -3.09 | 24.07 | -5.43 | | 1-Month | 4.73 | 5.16 | -0.43 | 6.00 | -1.27 | | 3-Month | 5.86 | 6.45 | -0.59 | 7.91 | -2.05 | | 1-Year | 21.45 | 24.67 | -3.22 | 25.39 | -3.94 | | 3-Year | -9.50 | -7.33 | -2.17 | -5.79 | -3.71 | | 5-Year | -0.11 | 0.27 | -0.38 | 0.71 | -0.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.85 | 47.53 | 2.32 | 45.76 | 4.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.65 | -16.99 | -1.66 | -18.25 | -0.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LEVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.04 | -37.09 | -1.95 | | 2007 | | | 0.25 | 1.42 | -1.17 | | 2006 | | | 21.73 | 18.15 | 3.58 | | 2005 | | | 9.31 | 5.95 | 3.36 | | 2004 | | | 12.56 | 12.97 | -0.41 | | 2003 | | | 26.86 | 28.44 | -1.58 | | 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
LEVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.46 | 18.21 | 18.29 | N/A | | 2008 | -12.76 | -3.29 | -7.91 | -21.54 | | 2007 | 2.10 | 6.09 | -1.97 | -5.58 | | 2006 | 6.28 | 0.32 | 6.20 | 7.51 | | 2005 | 0.27 | 1.32 | 4.76 | 2.71 | | 2004 | 2.51 | 1.33 | 0.00 | 8.37 | | 2003 | -4.75 | 16.65 | 1.65 | 12.32 | | 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 | 814 | 1293 | 62.95 | | 1-Month | 869 | 1338 | 64.95 | | 3-Month | 996 | 1329 | 74.94 | | 6-Month | 976 | 1320 | 73.94 | | 1-Year | 614 | 1280 | 47.97 | | 3-Year | 776 | 1088 | 71.32 | | 5-Year | 465 | 917 | 50.71 |
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0.51% Nasdaq 
Performance
