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| Morningstar Return Rating: | Low | | Year to Date Return: | 15.80% | | 5-Year Average Return: | -3.48% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.63% | |
Worst 1-Yr Total Return (2008): | -41.23% | |
Best 3-Yr Total Return (2004-6): | 10.48% | |
Worst 3-Yr Total Return (2006-8): | -11.87% |
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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 | LVPSX | Category | Diff | Index* | Diff | | Year To Date | 15.80 | 21.73 | -5.93 | 24.07 | -8.27 | | 1-Month | 6.00 | 5.16 | 0.84 | 6.00 | 0 | | 3-Month | 4.82 | 6.45 | -1.63 | 7.91 | -3.09 | | 1-Year | 16.31 | 24.67 | -8.36 | 25.39 | -9.08 | | 3-Year | -11.69 | -7.33 | -4.36 | -5.79 | -5.9 | | 5-Year | -3.48 | 0.27 | -3.75 | 0.71 | -4.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.25 | 47.53 | 1.72 | 45.76 | 3.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.13 | -16.99 | -6.14 | -18.25 | -4.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LVPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.23 | -37.09 | -4.14 | | 2007 | | | -0.99 | 1.42 | -2.41 | | 2006 | | | 17.63 | 18.15 | -0.52 | | 2005 | | | 2.58 | 5.95 | -3.37 | | 2004 | | | 11.75 | 12.97 | -1.22 | | 2003 | | | 26.03 | 28.44 | -2.41 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LVPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.62 | 16.60 | 16.86 | N/A | | 2008 | -9.63 | -8.50 | -5.73 | -24.60 | | 2007 | 0.69 | 5.18 | -0.45 | -6.09 | | 2006 | 5.13 | -0.13 | 4.65 | 7.06 | | 2005 | -3.18 | 1.76 | 2.65 | 1.44 | | 2004 | 2.32 | -0.15 | 0.25 | 9.11 | | 2003 | -6.56 | 17.61 | 1.42 | 13.08 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1008 | 1293 | 77.96 | | 1-Month | 214 | 1338 | 15.99 | | 3-Month | 810 | 1329 | 60.95 | | 6-Month | 844 | 1320 | 63.94 | | 1-Year | 844 | 1280 | 65.94 | | 3-Year | 861 | 1088 | 79.14 | | 5-Year | 741 | 917 | 80.81 |
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0.83% Nasdaq 
Performance
