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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.45% | | 5-Year Average Return: | 0.96% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 16.31% | |
Worst 1-Yr Total Return (2008): | -33.16% | |
Best 3-Yr Total Return (2004-6): | 12.64% | |
Worst 3-Yr Total Return (2006-8): | -8.37% |
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| 1-Year: | -12.74% | | 3-Year: | -4.85% | | 5-Year: | 2.05% | | 10-Year: | 8.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LSMAX | Category | Diff | Index* | Diff | | Year To Date | 24.45 | 22.72 | 1.73 | 24.07 | 0.38 | | 1-Month | 3.50 | 3.14 | 0.36 | 6.00 | -2.5 | | 3-Month | 2.55 | 3.09 | -0.54 | 7.91 | -5.36 | | 1-Year | 30.45 | 29.36 | 1.09 | 25.39 | 5.06 | | 3-Year | -5.81 | -8.14 | 2.33 | -5.79 | -0.02 | | 5-Year | 0.96 | -0.30 | 1.26 | 0.71 | 0.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.56 | 57.49 | 6.07 | 45.76 | 17.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.10 | -19.40 | 0.3 | -18.25 | -0.85 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.16 | -36.56 | 3.40 | | 2007 | | | -0.71 | -1.10 | 0.39 | | 2006 | | | 15.93 | 15.03 | 0.90 | | 2005 | | | 5.99 | 6.75 | -0.76 | | 2004 | | | 16.31 | 18.94 | -2.63 | | 2003 | | | 38.81 | 43.41 | -4.60 | | 2002 | | | -8.65 | -16.22 | 7.57 | | 2001 | | | 18.43 | 8.92 | 9.51 | | 2000 | | | 16.99 | 11.89 | 5.10 | | 1999 | | | 10.71 | 19.95 | -9.24 |
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| PAST QUARTERLY RETURNS (%) FOR
LSMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.83 | 25.93 | 18.04 | N/A | | 2008 | -6.61 | 0.77 | -1.74 | -27.72 | | 2007 | 2.58 | 6.47 | -3.52 | -5.77 | | 2006 | 11.10 | -4.18 | 1.28 | 7.52 | | 2005 | -2.53 | 2.04 | 4.38 | 2.10 | | 2004 | 4.25 | 2.04 | -2.72 | 12.40 | | 2003 | -5.26 | 19.61 | 7.67 | 13.77 | | 2002 | 10.05 | -2.02 | -17.80 | 3.07 | | 2001 | 2.32 | 12.28 | -10.79 | 15.55 | | 2000 | 4.27 | 0.99 | 6.10 | 4.72 | | 1999 | N/A | N/A | N/A | 7.44 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 216 | 657 | 32.88 | | 1-Month | 366 | 679 | 53.90 | | 3-Month | 416 | 671 | 62.00 | | 6-Month | 232 | 663 | 34.99 | | 1-Year | 191 | 646 | 29.57 | | 3-Year | 147 | 573 | 25.65 | | 5-Year | 142 | 475 | 29.89 |
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0.11% Nasdaq 0.00%
Performance
