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| Morningstar Return Rating: | | | Year to Date Return: | 36.36% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -63.06% | |
Worst 1-Yr Total Return (2008): | -63.06% | |
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 | LPERX | Category | Diff | Index* | Diff | | Year To Date | 36.36 | 20.35 | 16.01 | 17.05 | 19.31 | | 1-Month | -2.92 | -4.96 | 2.04 | -1.86 | -1.06 | | 3-Month | 9.93 | 5.78 | 4.15 | 5.48 | 4.45 | | 1-Year | 5.15 | 6.97 | -1.82 | 9.80 | -4.65 | | 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) | 96.31 | 76.37 | 19.94 | 45.76 | 50.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -42.38 | -13.57 | -28.81 | -18.25 | -24.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LPERX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -63.06 | -43.91 | -19.15 | | 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
LPERX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -24.05 | 47.49 | 25.39 | N/A | | 2008 | -7.90 | -4.99 | -17.14 | -49.05 | | 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 | 21 | 129 | 16.28 | | 1-Month | 10 | 129 | 7.75 | | 3-Month | 15 | 129 | 11.63 | | 6-Month | 6 | 129 | 4.65 | | 1-Year | 66 | 122 | 54.10 | | 3-Year | | 107 | N/A | | 5-Year | | 101 | N/A |
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