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| Morningstar Return Rating: | | | Year to Date Return: | 16.80% | | 5-Year Average Return: | 2.69% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -34.09% | |
Worst 1-Yr Total Return (2008): | -34.09% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -8.51% | | 3-Year: | -4.84% | | 5-Year: | 3.67% | | 10-Year: | 2.83% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LSCVX | Category | Diff | Index* | Diff | | Year To Date | 16.80 | 21.73 | -4.93 | 24.07 | -7.27 | | 1-Month | 4.77 | 5.16 | -0.39 | 6.00 | -1.23 | | 3-Month | 5.10 | 6.45 | -1.35 | 7.91 | -2.81 | | 1-Year | 20.84 | 24.67 | -3.83 | 25.39 | -4.55 | | 3-Year | -6.10 | -7.33 | 1.23 | -5.79 | -0.31 | | 5-Year | 2.69 | 0.27 | 2.42 | 0.71 | 1.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.44 | 47.53 | -2.09 | 45.76 | -0.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.95 | -16.99 | -0.96 | -18.25 | 0.3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSCVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.09 | -37.09 | 3.00 | | 2007 | | | N/A | 1.42 | N/A | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LSCVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.18 | 14.20 | 16.23 | N/A | | 2008 | -7.54 | -4.35 | -7.06 | -19.82 | | 2007 | N/A | N/A | -0.17 | -2.22 | | 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 | 956 | 1293 | 73.94 | | 1-Month | 802 | 1338 | 59.94 | | 3-Month | 1103 | 1329 | 82.99 | | 6-Month | 1095 | 1320 | 82.95 | | 1-Year | 757 | 1280 | 59.14 | | 3-Year | | 1088 | N/A | | 5-Year | | 917 | N/A |
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