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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.15% | | 5-Year Average Return: | 1.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.68% | |
Worst 1-Yr Total Return (2008): | -29.88% | |
Best 3-Yr Total Return (2004-6): | 12.60% | |
Worst 3-Yr Total Return (2006-8): | -4.31% |
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| 1-Year: | -8.74% | | 3-Year: | -5.95% | | 5-Year: | 1.51% | | 10-Year: | -0.06% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LFEIX | Category | Diff | Index* | Diff | | Year To Date | 14.15 | 21.73 | -7.58 | 24.07 | -9.92 | | 1-Month | 5.15 | 5.16 | -0.01 | 6.00 | -0.85 | | 3-Month | 6.32 | 6.45 | -0.13 | 7.91 | -1.59 | | 1-Year | 15.90 | 24.67 | -8.77 | 25.39 | -9.49 | | 3-Year | -5.98 | -7.33 | 1.35 | -5.79 | -0.19 | | 5-Year | 1.35 | 0.27 | 1.08 | 0.71 | 0.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.89 | 47.53 | -14.64 | 45.76 | -12.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.58 | -16.99 | 1.41 | -18.25 | 2.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LFEIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.88 | -37.09 | 7.21 | | 2007 | | | 1.85 | 1.42 | 0.43 | | 2006 | | | 22.68 | 18.15 | 4.53 | | 2005 | | | 3.01 | 5.95 | -2.94 | | 2004 | | | 12.97 | 12.97 | 0.00 | | 2003 | | | 23.94 | 28.44 | -4.50 | | 2002 | | | -19.42 | -18.69 | -0.73 | | 2001 | | | -11.44 | -4.99 | -6.45 | | 2000 | | | -11.18 | 7.87 | -19.05 | | 1999 | | | 17.21 | 6.72 | 10.49 |
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| PAST QUARTERLY RETURNS (%) FOR
LFEIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.76 | 9.14 | 13.02 | N/A | | 2008 | -6.88 | -5.46 | -4.89 | -16.26 | | 2007 | 0.01 | 5.72 | -0.56 | -3.13 | | 2006 | 4.60 | 1.93 | 7.65 | 6.89 | | 2005 | -1.67 | 0.49 | 1.61 | 2.61 | | 2004 | 2.56 | 0.30 | 0.23 | 9.57 | | 2003 | -6.78 | 16.89 | 0.18 | 13.54 | | 2002 | 0.87 | -13.15 | -14.75 | 7.88 | | 2001 | -10.24 | 2.76 | -11.45 | 8.44 | | 2000 | 7.37 | -5.10 | 0.94 | -13.65 | | 1999 | N/A | N/A | N/A | 13.94 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1150 | 1293 | 88.94 | | 1-Month | 842 | 1338 | 62.93 | | 3-Month | 425 | 1329 | 31.98 | | 6-Month | 1056 | 1320 | 80.00 | | 1-Year | 1004 | 1280 | 78.44 | | 3-Year | 295 | 1088 | 27.11 | | 5-Year | 232 | 917 | 25.30 |
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0.51% Nasdaq 
Performance
