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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.42% | | 5-Year Average Return: | 4.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 24.26% | |
Worst 1-Yr Total Return (2008): | -39.80% | |
Best 3-Yr Total Return (2005-7): | 16.28% | |
Worst 3-Yr Total Return (2006-8): | -5.08% |
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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 | LSSIX | Category | Diff | Index* | Diff | | Year To Date | 16.42 | 21.65 | -5.23 | 17.05 | -0.63 | | 1-Month | -3.89 | -5.90 | 2.01 | -1.86 | -2.03 | | 3-Month | 3.44 | 2.07 | 1.37 | 5.48 | -2.04 | | 1-Year | 10.20 | 13.17 | -2.97 | 9.80 | 0.4 | | 3-Year | -4.10 | -7.45 | 3.35 | -7.02 | 2.92 | | 5-Year | 4.16 | 0.22 | 3.94 | 0.33 | 3.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.88 | 52.20 | -11.32 | 45.76 | -4.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.03 | -18.89 | -5.14 | -18.25 | -5.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.80 | -41.55 | 1.75 | | 2007 | | | 24.26 | 7.59 | 16.67 | | 2006 | | | 14.31 | 10.81 | 3.50 | | 2005 | | | 10.69 | 6.02 | 4.67 | | 2004 | | | 9.43 | 12.41 | -2.98 | | 2003 | | | 43.32 | 45.54 | -2.22 | | 2002 | | | -41.56 | -27.88 | -13.68 | | 2001 | | | -44.41 | -8.91 | -35.50 | | 2000 | | | -18.15 | -3.85 | -14.30 | | 1999 | | | 91.82 | 64.77 | 27.05 |
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| PAST QUARTERLY RETURNS (%) FOR
LSSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.47 | 15.89 | 14.20 | N/A | | 2008 | -15.81 | 3.89 | -5.90 | -26.86 | | 2007 | 5.79 | 10.36 | 6.37 | 0.06 | | 2006 | 16.91 | -7.57 | -0.66 | 6.50 | | 2005 | -2.77 | 6.31 | 6.13 | 0.90 | | 2004 | 2.49 | 2.64 | -7.72 | 12.72 | | 2003 | -5.43 | 25.29 | 12.58 | 7.45 | | 2002 | -11.52 | -16.21 | -22.28 | 1.42 | | 2001 | -36.69 | 17.87 | -40.31 | 24.80 | | 2000 | 15.98 | -11.04 | 1.43 | -21.79 | | 1999 | N/A | N/A | N/A | 54.09 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 529 | 790 | 66.96 | | 1-Month | 32 | 820 | 3.90 | | 3-Month | 49 | 819 | 5.98 | | 6-Month | 584 | 800 | 73.00 | | 1-Year | 453 | 783 | 57.85 | | 3-Year | 69 | 669 | 10.31 | | 5-Year | 29 | 554 | 5.23 |
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1.23% Nasdaq 
Performance
