|
| Morningstar Return Rating: | | | Year to Date Return: | 27.53% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -58.40% | |
Worst 1-Yr Total Return (2008): | -58.40% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LSHUX | Category | Diff | Index* | Diff | | Year To Date | 27.53 | 31.75 | -4.22 | 29.91 | -2.38 | | 1-Month | 3.67 | 4.47 | -0.8 | 2.00 | 1.67 | | 3-Month | 3.13 | 7.37 | -4.24 | 4.58 | -1.45 | | 1-Year | 29.06 | 38.36 | -9.3 | 37.72 | -8.66 | | 3-Year | N/A | -4.57 | N/A | -5.52 | N/A | | 5-Year | N/A | 3.09 | N/A | 4.13 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.08 | 51.30 | 2.78 | 59.35 | -5.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.07 | -13.15 | -12.92 | -14.95 | -11.12 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSHUX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -58.40 | -41.91 | -16.49 | | 2007 | | | N/A | 11.28 | N/A | | 2006 | | | N/A | 19.72 | N/A | | 2005 | | | N/A | 11.61 | N/A | | 2004 | | | N/A | 15.27 | N/A | | 2003 | | | N/A | 34.49 | N/A | | 2002 | | | N/A | -19.36 | N/A | | 2001 | | | N/A | -17.51 | N/A | | 2000 | | | N/A | -9.14 | N/A | | 1999 | | | N/A | 41.13 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
LSHUX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.96 | 24.53 | 13.32 | N/A | | 2008 | -22.42 | -1.38 | -23.26 | -29.16 | | 2007 | N/A | N/A | N/A | 2.42 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 435 | 751 | 57.92 | | 1-Month | 547 | 830 | 65.90 | | 3-Month | 803 | 820 | 97.93 | | 6-Month | 744 | 776 | 95.88 | | 1-Year | 459 | 729 | 62.96 | | 3-Year | | 528 | N/A | | 5-Year | | 430 | N/A |
|
|
|
|
|