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| Morningstar Return Rating: | High | | Year to Date Return: | 8.83% | | 5-Year Average Return: | 6.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 38.49% | |
Worst 1-Yr Total Return (2008): | -28.21% | |
Best 3-Yr Total Return (2005-7): | 18.75% | |
Worst 3-Yr Total Return (2006-8): | 1.60% |
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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 | LOMMX | Category | Diff | Index* | Diff | | Year To Date | 8.83 | 24.15 | -15.32 | 17.05 | -8.22 | | 1-Month | -2.62 | -2.25 | -0.37 | -1.86 | -0.76 | | 3-Month | 3.17 | 4.52 | -1.35 | 5.48 | -2.31 | | 1-Year | 8.51 | 15.35 | -6.84 | 9.80 | -1.29 | | 3-Year | 3.14 | -4.95 | 8.09 | -7.02 | 10.16 | | 5-Year | 6.75 | 0.99 | 5.76 | 0.33 | 6.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 25.30 | 42.81 | -17.51 | 45.76 | -20.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.60 | -17.14 | 0.54 | -18.25 | 1.65 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LOMMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.21 | -40.67 | 12.46 | | 2007 | | | 38.49 | 13.35 | 25.14 | | 2006 | | | 5.50 | 7.05 | -1.55 | | 2005 | | | 14.63 | 6.71 | 7.92 | | 2004 | | | 10.92 | 7.81 | 3.11 | | 2003 | | | 39.74 | 28.66 | 11.08 | | 2002 | | | -16.88 | -27.64 | 10.76 | | 2001 | | | -11.60 | -22.30 | 10.70 | | 2000 | | | -11.64 | -13.05 | 1.41 | | 1999 | | | 20.52 | 38.87 | -18.35 |
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| PAST QUARTERLY RETURNS (%) FOR
LOMMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.22 | 6.99 | 15.05 | N/A | | 2008 | -8.36 | 14.25 | -16.81 | -17.57 | | 2007 | -0.61 | 15.64 | 13.22 | 6.43 | | 2006 | 5.13 | 1.33 | -3.93 | 3.09 | | 2005 | 5.57 | 1.80 | 6.29 | 0.35 | | 2004 | 4.00 | -3.83 | 6.21 | 4.42 | | 2003 | 0.96 | 12.16 | 4.27 | 18.34 | | 2002 | 5.72 | -0.91 | -12.99 | -8.81 | | 2001 | -8.90 | -1.28 | -11.26 | 10.77 | | 2000 | -1.94 | -4.85 | -6.14 | 0.90 | | 1999 | N/A | N/A | N/A | 15.01 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1747 | 1802 | 96.95 | | 1-Month | 1682 | 1890 | 88.99 | | 3-Month | 1544 | 1884 | 81.95 | | 6-Month | 1680 | 1827 | 91.95 | | 1-Year | 1405 | 1797 | 78.19 | | 3-Year | 3 | 1518 | 0.20 | | 5-Year | 23 | 1251 | 1.84 |
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0.22% Nasdaq 
0.19 (0.74%) 
Performance
