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| Morningstar Return Rating: | | | Year to Date Return: | 38.96% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -62.92% | |
Worst 1-Yr Total Return (2008): | -62.92% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | -31.77% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LPEFX | Category | Diff | Index* | Diff | | Year To Date | 38.96 | 24.03 | 14.93 | 24.07 | 14.89 | | 1-Month | 1.19 | 3.09 | -1.9 | 6.00 | -4.81 | | 3-Month | 4.94 | 0.88 | 4.06 | 7.91 | -2.97 | | 1-Year | 41.19 | 25.06 | 16.13 | 25.39 | 15.8 | | 3-Year | N/A | -14.98 | N/A | -5.79 | N/A | | 5-Year | N/A | -5.72 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 96.96 | 76.37 | 20.59 | 45.76 | 51.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -41.81 | -13.82 | -27.99 | -18.25 | -23.56 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LPEFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -62.92 | -43.91 | -19.01 | | 2007 | | | N/A | -11.64 | N/A | | 2006 | | | N/A | 16.90 | N/A | | 2005 | | | N/A | 6.74 | N/A | | 2004 | | | N/A | 14.02 | N/A | | 2003 | | | N/A | 33.56 | N/A | | 2002 | | | N/A | -10.28 | N/A | | 2001 | | | N/A | -2.05 | N/A | | 2000 | | | N/A | 27.74 | N/A | | 1999 | | | N/A | -1.79 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
LPEFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -23.71 | 47.50 | 25.42 | N/A | | 2008 | -7.80 | -5.10 | -17.14 | -48.85 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 19 | 129 | 14.73 | | 1-Month | 43 | 129 | 33.33 | | 3-Month | 3 | 129 | 2.33 | | 6-Month | 9 | 129 | 6.98 | | 1-Year | 16 | 122 | 13.11 | | 3-Year | | 107 | N/A | | 5-Year | | 101 | N/A |
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0.07% Nasdaq 
Performance
