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| Morningstar Return Rating: | Above average | | Year to Date Return: | 36.19% | | 5-Year Average Return: | 2.99% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.77% | |
Worst 1-Yr Total Return (2008): | -34.73% | |
Best 3-Yr Total Return (2004-6): | 11.72% | |
Worst 3-Yr Total Return (2006-8): | -9.47% |
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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 | LZCOX | Category | Diff | Index* | Diff | | Year To Date | 36.19 | 19.13 | 17.06 | 17.05 | 19.14 | | 1-Month | -2.50 | -5.65 | 3.15 | -1.86 | -0.64 | | 3-Month | 7.74 | 2.75 | 4.99 | 5.48 | 2.26 | | 1-Year | 25.28 | 11.45 | 13.83 | 9.80 | 15.48 | | 3-Year | -3.20 | -8.46 | 5.26 | -7.02 | 3.82 | | 5-Year | 2.99 | 0.52 | 2.47 | 0.33 | 2.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.72 | 57.02 | 9.7 | 45.76 | 20.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.44 | -18.27 | 7.83 | -18.25 | 7.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LZCOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.73 | -36.56 | 1.83 | | 2007 | | | -2.64 | -1.10 | -1.54 | | 2006 | | | 16.77 | 15.03 | 1.74 | | 2005 | | | 3.93 | 6.75 | -2.82 | | 2004 | | | 14.90 | 18.94 | -4.04 | | 2003 | | | 38.56 | 43.41 | -4.85 | | 2002 | | | -17.82 | -16.22 | -1.60 | | 2001 | | | 17.69 | 8.92 | 8.77 | | 2000 | | | 15.60 | 11.89 | 3.71 | | 1999 | | | 1.47 | 19.95 | -18.48 |
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| PAST QUARTERLY RETURNS (%) FOR
LZCOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.31 | 28.22 | 18.81 | N/A | | 2008 | -10.50 | 1.37 | -3.95 | -25.10 | | 2007 | 1.96 | 3.85 | -4.61 | -3.60 | | 2006 | 13.34 | -6.00 | -0.37 | 10.01 | | 2005 | -2.13 | 1.74 | 4.61 | -0.22 | | 2004 | 4.58 | 1.43 | -2.98 | 11.65 | | 2003 | -5.06 | 18.17 | 7.94 | 14.42 | | 2002 | 6.90 | -9.32 | -19.34 | 5.09 | | 2001 | -3.16 | 12.82 | -10.47 | 20.31 | | 2000 | 3.88 | 0.12 | 4.96 | 5.91 | | 1999 | N/A | N/A | N/A | 0.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 51 | 641 | 7.96 | | 1-Month | 26 | 662 | 3.93 | | 3-Month | 39 | 652 | 5.98 | | 6-Month | 71 | 647 | 10.97 | | 1-Year | 67 | 630 | 10.63 | | 3-Year | 66 | 553 | 11.93 | | 5-Year | 73 | 452 | 16.15 |
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0.22% Nasdaq 
Performance
