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| Morningstar Return Rating: | Low | | Year to Date Return: | 46.74% | | 5-Year Average Return: | 3.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.86% | |
Worst 1-Yr Total Return (2008): | -51.56% | |
Best 3-Yr Total Return (2004-6): | 24.05% | |
Worst 3-Yr Total Return (2006-8): | -13.79% |
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| 1-Year: | 14.74% | | 3-Year: | -5.54% | | 5-Year: | 5.93% | | 10-Year: | -0.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LINCX | Category | Diff | Index* | Diff | | Year To Date | 46.74 | 45.86 | 0.88 | 29.91 | 16.83 | | 1-Month | 3.39 | 3.32 | 0.07 | 2.00 | 1.39 | | 3-Month | 5.58 | 8.08 | -2.5 | 4.58 | 1 | | 1-Year | 61.71 | 56.85 | 4.86 | 37.72 | 23.99 | | 3-Year | -8.43 | -5.58 | -2.85 | -5.52 | -2.91 | | 5-Year | 3.99 | 6.68 | -2.69 | 4.13 | -0.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.28 | 65.72 | 12.56 | 59.35 | 18.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.24 | -12.65 | 4.41 | -14.95 | 6.71 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LINCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.56 | -49.02 | -2.54 | | 2007 | | | 3.47 | 12.03 | -8.56 | | 2006 | | | 27.86 | 26.79 | 1.07 | | 2005 | | | 24.68 | 24.86 | -0.18 | | 2004 | | | 19.74 | 24.38 | -4.64 | | 2003 | | | 41.63 | 54.17 | -12.54 | | 2002 | | | -21.59 | -15.43 | -6.16 | | 2001 | | | -32.07 | -24.44 | -7.63 | | 2000 | | | -23.93 | -15.12 | -8.81 | | 1999 | | | 26.25 | 83.28 | -57.03 |
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| PAST QUARTERLY RETURNS (%) FOR
LINCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.22 | 36.49 | 22.57 | N/A | | 2008 | -12.64 | -5.13 | -25.00 | -22.08 | | 2007 | 4.65 | 7.02 | -2.02 | -5.71 | | 2006 | 12.75 | -3.05 | 3.29 | 13.24 | | 2005 | 1.46 | 1.35 | 13.28 | 7.04 | | 2004 | 9.11 | 2.03 | -4.30 | 12.39 | | 2003 | -6.03 | 18.20 | 11.58 | 14.27 | | 2002 | -3.93 | -0.79 | -20.37 | 3.33 | | 2001 | -19.83 | -1.18 | -19.80 | 6.92 | | 2000 | 15.50 | -13.54 | -0.59 | -23.38 | | 1999 | N/A | N/A | N/A | 20.20 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 44 | 130 | 33.85 | | 1-Month | 81 | 133 | 60.90 | | 3-Month | 119 | 133 | 89.47 | | 6-Month | 63 | 133 | 47.37 | | 1-Year | 38 | 129 | 29.46 | | 3-Year | 72 | 103 | 69.90 | | 5-Year | 59 | 78 | 75.64 |
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0.51% Nasdaq 
Performance
