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| Morningstar Return Rating: | | | Year to Date Return: | 24.28% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -35.38% | |
Worst 1-Yr Total Return (2008): | -35.38% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LIMCX | Category | Diff | Index* | Diff | | Year To Date | 24.28 | 31.20 | -6.92 | 24.07 | 0.21 | | 1-Month | 5.37 | 5.67 | -0.3 | 6.00 | -0.63 | | 3-Month | 7.29 | 8.18 | -0.89 | 7.91 | -0.62 | | 1-Year | 24.28 | 34.04 | -9.76 | 25.39 | -1.11 | | 3-Year | N/A | -3.89 | N/A | -5.79 | N/A | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.93 | 43.84 | -4.91 | 45.76 | -6.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.13 | -18.03 | 5.9 | -18.25 | 6.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LIMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.38 | -40.67 | 5.29 | | 2007 | | | N/A | 13.35 | N/A | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LIMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.24 | 13.50 | 15.04 | N/A | | 2008 | -11.70 | -8.50 | -0.36 | -19.73 | | 2007 | N/A | N/A | N/A | 1.99 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 1436 | 1818 | 78.99 | | 1-Month | 533 | 1906 | 27.96 | | 3-Month | 894 | 1904 | 46.95 | | 6-Month | 1492 | 1866 | 79.96 | | 1-Year | 1219 | 1815 | 67.16 | | 3-Year | | 1537 | N/A | | 5-Year | | 1273 | N/A |
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0.47% Nasdaq 
Performance
