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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.69% | | 5-Year Average Return: | 2.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.50% | |
Worst 1-Yr Total Return (2008): | -32.01% | |
Best 3-Yr Total Return (2004-6): | 14.98% | |
Worst 3-Yr Total Return (2006-8): | -6.11% |
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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 | LSCRX | Category | Diff | Index* | Diff | | Year To Date | 16.69 | 19.13 | -2.44 | 17.05 | -0.36 | | 1-Month | -5.72 | -5.65 | -0.07 | -1.86 | -3.86 | | 3-Month | 2.71 | 2.75 | -0.04 | 5.48 | -2.77 | | 1-Year | 10.70 | 11.45 | -0.75 | 9.80 | 0.9 | | 3-Year | -5.32 | -8.46 | 3.14 | -7.02 | 1.7 | | 5-Year | 2.62 | 0.52 | 2.1 | 0.33 | 2.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.63 | 57.02 | -5.39 | 45.76 | 5.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.22 | -18.27 | 2.05 | -18.25 | 2.03 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSCRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.01 | -36.56 | 4.55 | | 2007 | | | 3.21 | -1.10 | 4.31 | | 2006 | | | 17.97 | 15.03 | 2.94 | | 2005 | | | 6.05 | 6.75 | -0.70 | | 2004 | | | 21.50 | 18.94 | 2.56 | | 2003 | | | 34.15 | 43.41 | -9.26 | | 2002 | | | -13.42 | -16.22 | 2.80 | | 2001 | | | 13.60 | 8.92 | 4.68 | | 2000 | | | 22.96 | 11.89 | 11.07 | | 1999 | | | 0.02 | 19.95 | -19.93 |
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| PAST QUARTERLY RETURNS (%) FOR
LSCRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.31 | 16.91 | 19.36 | N/A | | 2008 | -9.38 | -0.50 | -1.09 | -23.77 | | 2007 | 4.42 | 5.43 | -1.38 | -4.94 | | 2006 | 12.74 | -2.59 | -0.11 | 7.53 | | 2005 | -2.70 | 2.93 | 4.77 | 1.06 | | 2004 | 5.92 | 1.56 | 0.71 | 12.16 | | 2003 | -4.49 | 17.33 | 4.94 | 14.06 | | 2002 | 6.47 | -4.91 | -18.32 | 4.70 | | 2001 | -3.51 | 12.76 | -11.19 | 17.55 | | 2000 | 8.95 | -1.03 | 6.37 | 7.21 | | 1999 | N/A | N/A | N/A | 4.94 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 326 | 641 | 50.86 | | 1-Month | 304 | 662 | 45.92 | | 3-Month | 247 | 652 | 37.88 | | 6-Month | 336 | 647 | 51.93 | | 1-Year | 259 | 630 | 41.11 | | 3-Year | 101 | 553 | 18.26 | | 5-Year | 88 | 452 | 19.47 |
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0.22% Nasdaq 
Performance
