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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.76% | | 5-Year Average Return: | 4.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.51% | |
Worst 1-Yr Total Return (2008): | -47.55% | |
Best 3-Yr Total Return (2005-7): | 20.96% | |
Worst 3-Yr Total Return (2006-8): | -8.33% |
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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 | LKINX | Category | Diff | Index* | Diff | | Year To Date | 27.76 | 29.35 | -1.59 | 29.91 | -2.15 | | 1-Month | 1.94 | 3.83 | -1.89 | 2.00 | -0.06 | | 3-Month | 2.61 | 6.09 | -3.48 | 4.58 | -1.97 | | 1-Year | 35.87 | 38.30 | -2.43 | 37.72 | -1.85 | | 3-Year | -6.86 | -5.68 | -1.18 | -5.52 | -1.34 | | 5-Year | 4.13 | 4.12 | 0.01 | 4.13 | 0 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.68 | 57.56 | 5.12 | 59.35 | 3.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.09 | -15.07 | -6.02 | -14.95 | -6.14 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LKINX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.55 | -43.99 | -3.56 | | 2007 | | | 15.20 | 12.71 | 2.49 | | 2006 | | | 27.51 | 24.77 | 2.74 | | 2005 | | | 20.49 | 14.72 | 5.77 | | 2004 | | | 11.59 | 17.39 | -5.80 | | 2003 | | | 34.68 | 33.58 | 1.10 | | 2002 | | | -18.86 | -16.69 | -2.17 | | 2001 | | | -28.91 | -21.67 | -7.24 | | 2000 | | | -10.99 | -16.34 | 5.35 | | 1999 | | | 42.71 | 40.28 | 2.43 |
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| PAST QUARTERLY RETURNS (%) FOR
LKINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.15 | 22.80 | 22.07 | N/A | | 2008 | -8.62 | -1.41 | -23.17 | -24.23 | | 2007 | 3.48 | 9.03 | 3.88 | -1.71 | | 2006 | 11.53 | -0.48 | 1.95 | 12.69 | | 2005 | -1.70 | 0.54 | 13.46 | 7.45 | | 2004 | 5.63 | -3.00 | -3.89 | 13.32 | | 2003 | -7.64 | 20.61 | 5.88 | 14.19 | | 2002 | -0.74 | -4.00 | -18.99 | 5.10 | | 2001 | -17.02 | -1.48 | -15.34 | 2.71 | | 2000 | 4.79 | -5.50 | -5.23 | -5.15 | | 1999 | N/A | N/A | N/A | 36.27 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 412 | 824 | 50.00 | | 1-Month | 762 | 847 | 89.96 | | 3-Month | 784 | 844 | 92.89 | | 6-Month | 503 | 839 | 59.95 | | 1-Year | 311 | 817 | 38.07 | | 3-Year | 345 | 612 | 56.37 | | 5-Year | 154 | 462 | 33.33 |
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0.31% Nasdaq 
0.05%
Performance
