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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.09% | | 5-Year Average Return: | 2.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.49% | |
Worst 1-Yr Total Return (2008): | -31.22% | |
Best 3-Yr Total Return (2004-6): | 8.50% | |
Worst 3-Yr Total Return (2006-8): | -5.14% |
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| 1-Year: | -8.61% | | 3-Year: | -3.42% | | 5-Year: | 1.85% | | 10-Year: | 2.97% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LRLCX | Category | Diff | Index* | Diff | | Year To Date | 24.09 | 25.10 | -1.01 | 24.07 | 0.02 | | 1-Month | 6.26 | 5.28 | 0.98 | 6.00 | 0.26 | | 3-Month | 6.52 | 7.01 | -0.49 | 7.91 | -1.39 | | 1-Year | 24.84 | 28.01 | -3.17 | 25.39 | -0.55 | | 3-Year | -1.54 | -5.87 | 4.33 | -5.79 | 4.25 | | 5-Year | 2.15 | 0.64 | 1.51 | 0.71 | 1.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.80 | 46.08 | -2.28 | 45.76 | -1.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.83 | -17.41 | 4.58 | -18.25 | 5.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LRLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.22 | -37.79 | 6.57 | | 2007 | | | 10.31 | 6.16 | 4.15 | | 2006 | | | 12.49 | 14.17 | -1.68 | | 2005 | | | 1.47 | 5.88 | -4.41 | | 2004 | | | 11.89 | 10.02 | 1.87 | | 2003 | | | 31.10 | 27.05 | 4.05 | | 2002 | | | -19.51 | -22.25 | 2.74 | | 2001 | | | -9.98 | -13.50 | 3.52 | | 2000 | | | 15.83 | -6.31 | 22.14 | | 1999 | | | 17.38 | 20.16 | -2.78 |
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| PAST QUARTERLY RETURNS (%) FOR
LRLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.13 | 14.76 | 14.82 | N/A | | 2008 | -7.36 | -3.28 | -4.16 | -19.90 | | 2007 | 1.95 | 5.03 | 5.01 | -1.90 | | 2006 | 4.56 | -2.04 | 5.55 | 4.05 | | 2005 | -3.07 | -0.44 | 3.72 | 1.36 | | 2004 | 2.05 | 1.42 | -2.50 | 10.88 | | 2003 | -5.77 | 18.49 | 3.21 | 13.77 | | 2002 | 2.80 | -12.00 | -19.26 | 10.20 | | 2001 | -9.07 | 4.73 | -14.04 | 9.96 | | 2000 | -1.24 | -2.11 | 9.47 | 9.44 | | 1999 | N/A | N/A | N/A | 10.09 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1273 | 2021 | 62.99 | | 1-Month | 2007 | 2113 | 94.98 | | 3-Month | 1902 | 2091 | 90.96 | | 6-Month | 1795 | 2064 | 86.97 | | 1-Year | 1011 | 2011 | 50.27 | | 3-Year | 94 | 1707 | 5.51 | | 5-Year | 259 | 1360 | 19.04 |
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0.48% Nasdaq 
Performance
