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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.30% | | 5-Year Average Return: | 0.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.61% | |
Worst 1-Yr Total Return (2008): | -36.41% | |
Best 3-Yr Total Return (2005-7): | 10.39% | |
Worst 3-Yr Total Return (2006-8): | -7.90% |
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| 1-Year: | -11.15% | | 3-Year: | -5.47% | | 5-Year: | 1.41% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LSCBX | Category | Diff | Index* | Diff | | Year To Date | 18.30 | 31.20 | -12.9 | 24.07 | -5.77 | | 1-Month | 5.49 | 5.67 | -0.18 | 6.00 | -0.51 | | 3-Month | 6.87 | 8.18 | -1.31 | 7.91 | -1.04 | | 1-Year | 19.60 | 34.04 | -14.44 | 25.39 | -5.79 | | 3-Year | -5.18 | -3.89 | -1.29 | -5.79 | 0.61 | | 5-Year | 0.99 | 1.25 | -0.26 | 0.71 | 0.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.47 | 43.84 | -4.37 | 45.76 | -6.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.21 | -18.03 | -0.18 | -18.25 | 0.04 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.41 | -40.67 | 4.26 | | 2007 | | | 12.61 | 13.35 | -0.74 | | 2006 | | | 9.11 | 7.05 | 2.06 | | 2005 | | | 9.47 | 6.71 | 2.76 | | 2004 | | | 11.24 | 7.81 | 3.43 | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LSCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.05 | 12.22 | 15.43 | N/A | | 2008 | -11.64 | -1.30 | -10.17 | -18.82 | | 2007 | 0.82 | 5.79 | 4.71 | 0.83 | | 2006 | 4.05 | -4.32 | 4.52 | 4.86 | | 2005 | 0.00 | 2.81 | 3.64 | 2.74 | | 2004 | 2.34 | 0.89 | -2.52 | 10.52 | | 2003 | N/A | N/A | N/A | 11.30 | | 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 | 1690 | 1818 | 92.96 | | 1-Month | 1257 | 1906 | 65.95 | | 3-Month | 1199 | 1904 | 62.97 | | 6-Month | 1082 | 1866 | 57.98 | | 1-Year | 1429 | 1815 | 78.73 | | 3-Year | 923 | 1537 | 60.05 | | 5-Year | 607 | 1273 | 47.68 |
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0.47% Nasdaq 
Performance
