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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.12% | | 5-Year Average Return: | 0.65% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 22.09% | |
Worst 1-Yr Total Return (2008): | -38.87% | |
Best 3-Yr Total Return (2004-6): | 17.11% | |
Worst 3-Yr Total Return (2006-8): | -11.31% |
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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 | LKSCX | Category | Diff | Index* | Diff | | Year To Date | 19.12 | 21.65 | -2.53 | 17.05 | 2.07 | | 1-Month | -5.69 | -5.90 | 0.21 | -1.86 | -3.83 | | 3-Month | 1.60 | 2.07 | -0.47 | 5.48 | -3.88 | | 1-Year | 7.89 | 13.17 | -5.28 | 9.80 | -1.91 | | 3-Year | -9.99 | -7.45 | -2.54 | -7.02 | -2.97 | | 5-Year | 0.65 | 0.22 | 0.43 | 0.33 | 0.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.72 | 52.20 | -0.48 | 45.76 | 5.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.44 | -18.89 | -2.55 | -18.25 | -3.19 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LKSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.87 | -41.55 | 2.68 | | 2007 | | | -0.76 | 7.59 | -8.35 | | 2006 | | | 14.98 | 10.81 | 4.17 | | 2005 | | | 14.42 | 6.02 | 8.40 | | 2004 | | | 22.09 | 12.41 | 9.68 | | 2003 | | | 34.71 | 45.54 | -10.83 | | 2002 | | | -11.79 | -27.88 | 16.09 | | 2001 | | | 7.50 | -8.91 | 16.41 | | 2000 | | | 11.37 | -3.85 | 15.22 | | 1999 | | | 16.83 | 64.77 | -47.94 |
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| PAST QUARTERLY RETURNS (%) FOR
LKSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.23 | 18.90 | 17.03 | N/A | | 2008 | -10.33 | -0.11 | -5.80 | -27.54 | | 2007 | 1.41 | 5.79 | -1.99 | -5.62 | | 2006 | 15.91 | -6.74 | 0.13 | 6.23 | | 2005 | -1.12 | 4.38 | 7.95 | 2.69 | | 2004 | 4.35 | 7.60 | -1.82 | 10.75 | | 2003 | -4.92 | 16.15 | 8.14 | 12.80 | | 2002 | 7.98 | -4.28 | -15.67 | 1.21 | | 2001 | -4.59 | 8.51 | -7.33 | 12.05 | | 2000 | 6.42 | -0.05 | -2.24 | 7.11 | | 1999 | N/A | N/A | N/A | 10.23 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 458 | 790 | 57.97 | | 1-Month | 483 | 820 | 58.90 | | 3-Month | 597 | 819 | 72.89 | | 6-Month | 344 | 800 | 43.00 | | 1-Year | 428 | 783 | 54.66 | | 3-Year | 434 | 669 | 64.87 | | 5-Year | 205 | 554 | 37.00 |
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0.87% Nasdaq 
0.01 (0.06%) 
Performance
