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| Morningstar Return Rating: | Below average | | Year to Date Return: | 34.36% | | 5-Year Average Return: | 10.00% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 32.95% | |
Worst 1-Yr Total Return (2008): | -41.59% | |
Best 3-Yr Total Return (2005-7): | 29.84% | |
Worst 3-Yr Total Return (2006-8): | -1.08% |
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| 1-Year: | -10.85% | | 3-Year: | 1.14% | | 5-Year: | 8.84% | | 10-Year: | 11.54% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LEXMX | Category | Diff | Index* | Diff | | Year To Date | 34.36 | 44.04 | -9.68 | 24.07 | 10.29 | | 1-Month | 5.50 | 6.23 | -0.73 | 6.00 | -0.5 | | 3-Month | 14.27 | 11.92 | 2.35 | 7.91 | 6.36 | | 1-Year | 33.60 | 46.07 | -12.47 | 25.39 | 8.21 | | 3-Year | 0.68 | 0.20 | 0.48 | -5.79 | 6.47 | | 5-Year | 10.00 | 10.75 | -0.75 | 0.71 | 9.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.73 | 54.65 | -6.92 | 45.76 | 1.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.12 | -26.32 | -0.8 | -18.25 | -8.87 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LEXMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.59 | -48.79 | 7.20 | | 2007 | | | 32.95 | 37.12 | -4.17 | | 2006 | | | 24.64 | 10.53 | 14.11 | | 2005 | | | 32.08 | 38.20 | -6.12 | | 2004 | | | -10.25 | 27.47 | -37.72 | | 2003 | | | 46.42 | 32.76 | 13.66 | | 2002 | | | 66.67 | -0.80 | 67.47 | | 2001 | | | 24.87 | -10.44 | 35.31 | | 2000 | | | -22.05 | 29.49 | -51.54 | | 1999 | | | 8.58 | 30.64 | -22.06 |
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| PAST QUARTERLY RETURNS (%) FOR
LEXMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.14 | 18.26 | 16.94 | N/A | | 2008 | -3.99 | 17.47 | -30.45 | -25.54 | | 2007 | 3.24 | 13.38 | 7.57 | 5.60 | | 2006 | 22.92 | -2.29 | -6.74 | 11.27 | | 2005 | -4.74 | -0.62 | 22.38 | 14.01 | | 2004 | -2.32 | -17.94 | 12.22 | -0.23 | | 2003 | -11.13 | 14.23 | 16.73 | 23.57 | | 2002 | 34.59 | 14.25 | -0.61 | 9.05 | | 2001 | -0.78 | 16.93 | 4.04 | 3.45 | | 2000 | -17.02 | 0.37 | -6.91 | 0.54 | | 1999 | N/A | N/A | N/A | -8.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 104 | 137 | 75.91 | | 1-Month | 138 | 138 | 100.00 | | 3-Month | 100 | 138 | 72.46 | | 6-Month | 84 | 137 | 61.31 | | 1-Year | 91 | 131 | 69.47 | | 3-Year | 43 | 80 | 53.75 | | 5-Year | 25 | 67 | 37.31 |
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0.02% Nasdaq 0.00%
Performance
