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| Morningstar Return Rating: | Below average | | Year to Date Return: | 48.12% | | 5-Year Average Return: | 5.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 29.13% | |
Worst 1-Yr Total Return (2008): | -51.06% | |
Best 3-Yr Total Return (2004-6): | 25.25% | |
Worst 3-Yr Total Return (2006-8): | -12.92% |
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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 | LINYX | Category | Diff | Index* | Diff | | Year To Date | 48.12 | 45.86 | 2.26 | 29.91 | 18.21 | | 1-Month | 3.52 | 3.32 | 0.2 | 2.00 | 1.52 | | 3-Month | 5.84 | 8.08 | -2.24 | 4.58 | 1.26 | | 1-Year | 63.26 | 56.85 | 6.41 | 37.72 | 25.54 | | 3-Year | -7.48 | -5.58 | -1.9 | -5.52 | -1.96 | | 5-Year | 5.05 | 6.68 | -1.63 | 4.13 | 0.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 79.34 | 65.72 | 13.62 | 59.35 | 19.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.27 | -12.65 | 5.38 | -14.95 | 7.68 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LINYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.06 | -49.02 | -2.04 | | 2007 | | | 4.48 | 12.03 | -7.55 | | 2006 | | | 29.13 | 26.79 | 2.34 | | 2005 | | | 25.81 | 24.86 | 0.95 | | 2004 | | | 20.96 | 24.38 | -3.42 | | 2003 | | | 43.23 | 54.17 | -10.94 | | 2002 | | | -21.68 | -15.43 | -6.25 | | 2001 | | | -30.92 | -24.44 | -6.48 | | 2000 | | | -23.22 | -15.12 | -8.10 | | 1999 | | | 27.82 | 83.28 | -55.46 |
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| PAST QUARTERLY RETURNS (%) FOR
LINYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.10 | 37.00 | 22.83 | N/A | | 2008 | -12.41 | -4.89 | -24.87 | -21.81 | | 2007 | 4.93 | 7.27 | -1.78 | -5.50 | | 2006 | 13.06 | -2.87 | 3.56 | 13.54 | | 2005 | 1.58 | 1.65 | 13.58 | 7.28 | | 2004 | 9.32 | 2.26 | -4.12 | 12.85 | | 2003 | -5.84 | 18.59 | 11.86 | 14.66 | | 2002 | -3.90 | -0.89 | -20.10 | 2.92 | | 2001 | -19.55 | -0.94 | -19.56 | 7.75 | | 2000 | 15.81 | -13.32 | -0.38 | -23.22 | | 1999 | N/A | N/A | N/A | 20.50 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 31 | 130 | 23.85 | | 1-Month | 74 | 133 | 55.64 | | 3-Month | 110 | 133 | 82.71 | | 6-Month | 47 | 133 | 35.34 | | 1-Year | 24 | 129 | 18.60 | | 3-Year | 66 | 103 | 64.08 | | 5-Year | 47 | 78 | 60.26 |
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0.42% Nasdaq 
Performance
