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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.97% | | 5-Year Average Return: | 2.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.40% | |
Worst 1-Yr Total Return (2008): | -31.25% | |
Best 3-Yr Total Return (2004-6): | 8.40% | |
Worst 3-Yr Total Return (2006-8): | -5.22% |
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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 | LRLPX | Category | Diff | Index* | Diff | | Year To Date | 23.97 | 25.10 | -1.13 | 24.07 | -0.1 | | 1-Month | 6.28 | 5.28 | 1 | 6.00 | 0.28 | | 3-Month | 6.54 | 7.01 | -0.47 | 7.91 | -1.37 | | 1-Year | 24.75 | 28.01 | -3.26 | 25.39 | -0.64 | | 3-Year | -1.63 | -5.87 | 4.24 | -5.79 | 4.16 | | 5-Year | 2.05 | 0.64 | 1.41 | 0.71 | 1.34 | | 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) | -12.93 | -17.41 | 4.48 | -18.25 | 5.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LRLPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.25 | -37.79 | 6.54 | | 2007 | | | 10.17 | 6.16 | 4.01 | | 2006 | | | 12.40 | 14.17 | -1.77 | | 2005 | | | 1.38 | 5.88 | -4.50 | | 2004 | | | 11.79 | 10.02 | 1.77 | | 2003 | | | 32.03 | 27.05 | 4.98 | | 2002 | | | -20.02 | -22.25 | 2.23 | | 2001 | | | -9.94 | -13.50 | 3.56 | | 2000 | | | 15.91 | -6.31 | 22.22 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LRLPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.18 | 14.75 | 14.80 | N/A | | 2008 | -7.37 | -3.31 | -4.18 | -19.89 | | 2007 | 1.90 | 5.02 | 5.00 | -1.95 | | 2006 | 4.56 | -2.08 | 5.51 | 4.04 | | 2005 | -3.06 | -0.47 | 3.72 | 1.31 | | 2004 | 2.05 | 1.41 | -2.57 | 10.86 | | 2003 | -5.04 | 18.49 | 3.19 | 13.71 | | 2002 | 2.83 | -11.99 | -19.79 | 10.16 | | 2001 | -9.10 | 4.75 | -14.02 | 10.01 | | 2000 | -1.20 | -2.02 | 9.44 | 9.41 | | 1999 | N/A | N/A | N/A | 10.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1293 | 2021 | 63.98 | | 1-Month | 2007 | 2113 | 94.98 | | 3-Month | 1902 | 2091 | 90.96 | | 6-Month | 1795 | 2064 | 86.97 | | 1-Year | 1024 | 2011 | 50.92 | | 3-Year | 98 | 1707 | 5.74 | | 5-Year | 276 | 1360 | 20.29 |
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0.02% Nasdaq 
Performance
