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| Morningstar Return Rating: | | | Year to Date Return: | 37.60% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -62.80% | |
Worst 1-Yr Total Return (2008): | -62.80% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | LPEIX | Category | Diff | Index* | Diff | | Year To Date | 37.60 | 20.35 | 17.25 | 17.05 | 20.55 | | 1-Month | -2.88 | -4.96 | 2.08 | -1.86 | -1.02 | | 3-Month | 10.02 | 5.78 | 4.24 | 5.48 | 4.54 | | 1-Year | 6.20 | 6.97 | -0.77 | 9.80 | -3.6 | | 3-Year | N/A | -15.39 | N/A | -7.02 | N/A | | 5-Year | N/A | -5.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 96.97 | 76.37 | 20.6 | 45.76 | 51.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -41.53 | -13.57 | -27.96 | -18.25 | -23.28 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LPEIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -62.80 | -43.91 | -18.89 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
LPEIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -23.71 | 47.86 | 25.60 | N/A | | 2008 | -7.80 | -4.99 | -17.01 | -48.83 | | 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 | 16 | 129 | 12.40 | | 1-Month | 7 | 129 | 5.43 | | 3-Month | 12 | 129 | 9.30 | | 6-Month | 3 | 129 | 2.33 | | 1-Year | 60 | 122 | 49.18 | | 3-Year | | 107 | N/A | | 5-Year | | 101 | N/A |
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