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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.81% | | 5-Year Average Return: | 2.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.65% | |
Worst 1-Yr Total Return (2008): | -31.80% | |
Best 3-Yr Total Return (2005-7): | 9.42% | |
Worst 3-Yr Total Return (2006-8): | -5.18% |
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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 | LKEQX | Category | Diff | Index* | Diff | | Year To Date | 23.81 | 25.10 | -1.29 | 24.07 | -0.26 | | 1-Month | 5.09 | 5.28 | -0.19 | 6.00 | -0.91 | | 3-Month | 7.12 | 7.01 | 0.11 | 7.91 | -0.79 | | 1-Year | 25.23 | 28.01 | -2.78 | 25.39 | -0.16 | | 3-Year | -1.79 | -5.87 | 4.08 | -5.79 | 4 | | 5-Year | 2.62 | 0.64 | 1.98 | 0.71 | 1.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.43 | 46.08 | -3.65 | 45.76 | -3.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.68 | -17.41 | 2.73 | -18.25 | 3.57 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LKEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.80 | -37.79 | 5.99 | | 2007 | | | 10.96 | 6.16 | 4.80 | | 2006 | | | 12.65 | 14.17 | -1.52 | | 2005 | | | 4.80 | 5.88 | -1.08 | | 2004 | | | 7.88 | 10.02 | -2.14 | | 2003 | | | 23.38 | 27.05 | -3.67 | | 2002 | | | -14.64 | -22.25 | 7.61 | | 2001 | | | -10.61 | -13.50 | 2.89 | | 2000 | | | 4.14 | -6.31 | 10.45 | | 1999 | | | 23.07 | 20.16 | 2.91 |
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| PAST QUARTERLY RETURNS (%) FOR
LKEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.62 | 15.36 | 14.05 | N/A | | 2008 | -7.15 | -3.08 | -4.41 | -20.72 | | 2007 | 3.60 | 6.49 | 2.51 | -1.89 | | 2006 | 3.61 | -1.81 | 4.88 | 5.58 | | 2005 | -1.22 | 1.47 | 3.51 | 1.02 | | 2004 | 0.65 | 2.44 | -2.61 | 7.44 | | 2003 | -4.21 | 13.18 | 1.66 | 11.94 | | 2002 | 1.96 | -8.76 | -12.98 | 5.45 | | 2001 | -12.23 | 6.62 | -11.53 | 7.96 | | 2000 | 2.88 | -0.52 | 1.90 | -0.15 | | 1999 | N/A | N/A | N/A | 17.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1010 | 2021 | 49.98 | | 1-Month | 633 | 2113 | 29.96 | | 3-Month | 1212 | 2091 | 57.96 | | 6-Month | 1713 | 2064 | 82.99 | | 1-Year | 877 | 2011 | 43.61 | | 3-Year | 87 | 1707 | 5.10 | | 5-Year | 149 | 1360 | 10.96 |
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0.11% Nasdaq 
0.01%
Performance
