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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.92% | | 5-Year Average Return: | 2.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.78% | |
Worst 1-Yr Total Return (2008): | -31.81% | |
Best 3-Yr Total Return (2004-6): | 15.26% | |
Worst 3-Yr Total Return (2006-8): | -5.85% |
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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 | LSSCX | Category | Diff | Index* | Diff | | Year To Date | 16.92 | 19.13 | -2.21 | 17.05 | -0.13 | | 1-Month | -5.66 | -5.65 | -0.01 | -1.86 | -3.8 | | 3-Month | 2.80 | 2.75 | 0.05 | 5.48 | -2.68 | | 1-Year | 11.02 | 11.45 | -0.43 | 9.80 | 1.22 | | 3-Year | -5.06 | -8.46 | 3.4 | -7.02 | 1.96 | | 5-Year | 2.88 | 0.52 | 2.36 | 0.33 | 2.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.80 | 57.02 | -5.22 | 45.76 | 6.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.02 | -18.27 | 2.25 | -18.25 | 2.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.81 | -36.56 | 4.75 | | 2007 | | | 3.44 | -1.10 | 4.54 | | 2006 | | | 18.31 | 15.03 | 3.28 | | 2005 | | | 6.28 | 6.75 | -0.47 | | 2004 | | | 21.78 | 18.94 | 2.84 | | 2003 | | | 34.55 | 43.41 | -8.86 | | 2002 | | | -13.23 | -16.22 | 2.99 | | 2001 | | | 13.87 | 8.92 | 4.95 | | 2000 | | | 23.19 | 11.89 | 11.30 | | 1999 | | | 0.37 | 19.95 | -19.58 |
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| PAST QUARTERLY RETURNS (%) FOR
LSSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.28 | 16.97 | 19.42 | N/A | | 2008 | -9.30 | -0.40 | -1.08 | -23.69 | | 2007 | 4.50 | 5.50 | -1.34 | -4.90 | | 2006 | 12.87 | -2.53 | -0.04 | 7.59 | | 2005 | -2.64 | 2.99 | 4.85 | 1.09 | | 2004 | 5.98 | 1.63 | 0.74 | 12.23 | | 2003 | -4.42 | 17.40 | 5.07 | 14.12 | | 2002 | 6.57 | -4.86 | -18.30 | 4.75 | | 2001 | -3.46 | 12.81 | -11.09 | 17.59 | | 2000 | 8.94 | -0.93 | 6.41 | 7.27 | | 1999 | N/A | N/A | N/A | 5.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 320 | 641 | 49.92 | | 1-Month | 304 | 662 | 45.92 | | 3-Month | 247 | 652 | 37.88 | | 6-Month | 323 | 647 | 49.92 | | 1-Year | 253 | 630 | 40.16 | | 3-Year | 92 | 553 | 16.64 | | 5-Year | 82 | 452 | 18.14 |
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0.22% Nasdaq 
Performance
