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| Morningstar Return Rating: | Low | | Year to Date Return: | 8.64% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.90% | |
Worst 1-Yr Total Return (2008): | -47.92% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | LSEQX | Category | Diff | Index* | Diff | | Year To Date | 8.64 | 31.20 | -22.56 | 24.07 | -15.43 | | 1-Month | 4.46 | 5.67 | -1.21 | 6.00 | -1.54 | | 3-Month | 4.30 | 8.18 | -3.88 | 7.91 | -3.61 | | 1-Year | 11.86 | 34.04 | -22.18 | 25.39 | -13.53 | | 3-Year | -10.86 | -3.89 | -6.97 | -5.79 | -5.07 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.73 | 43.84 | -21.11 | 45.76 | -23.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -37.16 | -18.03 | -19.13 | -18.25 | -18.91 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.92 | -40.67 | -7.25 | | 2007 | | | 23.90 | 13.35 | 10.55 | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 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
LSEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.08 | 7.65 | 11.57 | N/A | | 2008 | -11.83 | 4.63 | -22.04 | -27.58 | | 2007 | 7.44 | 4.77 | 9.91 | 0.15 | | 2006 | N/A | N/A | -9.23 | 8.74 | | 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 | 1799 | 1818 | 98.95 | | 1-Month | 667 | 1906 | 34.99 | | 3-Month | 1466 | 1904 | 77.00 | | 6-Month | 1828 | 1866 | 97.96 | | 1-Year | 1535 | 1815 | 84.57 | | 3-Year | 1296 | 1537 | 84.32 | | 5-Year | | 1273 | N/A |
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