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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.87% | | 5-Year Average Return: | -3.03% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 22.86% | |
Worst 1-Yr Total Return (2008): | -30.39% | |
Best 3-Yr Total Return (2004-6): | 13.60% | |
Worst 3-Yr Total Return (2006-8): | -11.23% |
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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 | LUSIX | Category | Diff | Index* | Diff | | Year To Date | 6.87 | 19.19 | -12.32 | 17.05 | -10.18 | | 1-Month | -5.83 | -5.16 | -0.67 | -1.86 | -3.97 | | 3-Month | 0.60 | 4.11 | -3.51 | 5.48 | -4.88 | | 1-Year | 0.36 | 11.22 | -10.86 | 9.80 | -9.44 | | 3-Year | -12.51 | -7.72 | -4.79 | -7.02 | -5.49 | | 5-Year | -3.03 | 1.02 | -4.05 | 0.33 | -3.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.53 | 60.83 | -7.3 | 45.76 | 7.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.98 | -15.36 | -5.62 | -18.25 | -2.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LUSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.39 | -32.24 | 1.85 | | 2007 | | | -13.21 | -6.08 | -7.13 | | 2006 | | | 15.79 | 16.27 | -0.48 | | 2005 | | | 3.05 | 6.40 | -3.35 | | 2004 | | | 22.86 | 21.14 | 1.72 | | 2003 | | | 40.43 | 42.38 | -1.95 | | 2002 | | | -5.28 | -10.12 | 4.84 | | 2001 | | | 22.61 | 15.92 | 6.69 | | 2000 | | | 8.91 | 18.64 | -9.73 | | 1999 | | | -4.05 | 6.78 | -10.83 |
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| PAST QUARTERLY RETURNS (%) FOR
LUSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -18.96 | 17.58 | 19.09 | N/A | | 2008 | -4.00 | -6.65 | 2.77 | -24.42 | | 2007 | 0.58 | 3.91 | -8.01 | -9.73 | | 2006 | 7.75 | -2.58 | 1.65 | 8.53 | | 2005 | -2.44 | 4.90 | 1.04 | -0.34 | | 2004 | 7.92 | 0.19 | 0.95 | 12.56 | | 2003 | -8.41 | 24.68 | 6.08 | 15.93 | | 2002 | 12.70 | -0.99 | -19.77 | 5.80 | | 2001 | 5.68 | 15.91 | -15.31 | 18.18 | | 2000 | -6.06 | -2.37 | 10.26 | 7.71 | | 1999 | N/A | N/A | N/A | -1.52 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 354 | 390 | 90.77 | | 1-Month | 341 | 406 | 83.99 | | 3-Month | 360 | 405 | 88.89 | | 6-Month | 364 | 396 | 91.92 | | 1-Year | 292 | 381 | 76.64 | | 3-Year | 243 | 317 | 76.66 | | 5-Year | 205 | 242 | 84.71 |
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0.50% Nasdaq 
Performance
