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| Morningstar Return Rating: | Above average | | Year to Date Return: | 58.09% | | 5-Year Average Return: | 18.76% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 41.40% | |
Worst 1-Yr Total Return (2008): | -47.88% | |
Best 3-Yr Total Return (2005-7): | 34.84% | |
Worst 3-Yr Total Return (2006-8): | -3.32% |
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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 | LZEMX | Category | Diff | Index* | Diff | | Year To Date | 58.09 | 59.14 | -1.05 | 27.36 | 30.73 | | 1-Month | -1.49 | -1.32 | -0.17 | -1.25 | -0.24 | | 3-Month | 8.65 | 7.70 | 0.95 | 8.10 | 0.55 | | 1-Year | 55.41 | 56.66 | -1.25 | 27.71 | 27.7 | | 3-Year | 6.55 | 2.92 | 3.63 | -5.22 | 11.77 | | 5-Year | 18.76 | 14.22 | 4.54 | 5.10 | 13.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 86.94 | 84.39 | 2.55 | 59.35 | 27.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.44 | -6.80 | -6.64 | -14.95 | 1.51 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LZEMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.88 | -54.44 | 6.56 | | 2007 | | | 33.04 | 36.68 | -3.64 | | 2006 | | | 30.32 | 32.06 | -1.74 | | 2005 | | | 41.40 | 31.54 | 9.86 | | 2004 | | | 30.79 | 23.54 | 7.25 | | 2003 | | | 54.45 | 55.19 | -0.74 | | 2002 | | | -0.37 | -6.05 | 5.68 | | 2001 | | | -3.16 | -3.83 | 0.67 | | 2000 | | | -29.53 | -30.33 | 0.80 | | 1999 | | | 55.81 | 70.56 | -14.75 |
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| PAST QUARTERLY RETURNS (%) FOR
LZEMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.21 | 34.12 | 22.35 | N/A | | 2008 | -7.08 | -0.90 | -18.56 | -30.50 | | 2007 | 2.96 | 14.10 | 9.30 | 3.62 | | 2006 | 10.82 | -5.87 | 7.99 | 15.69 | | 2005 | 3.72 | 5.31 | 21.43 | 6.60 | | 2004 | 6.85 | -7.45 | 11.24 | 18.90 | | 2003 | -9.14 | 24.46 | 14.35 | 19.44 | | 2002 | 12.05 | -5.19 | -15.91 | 11.53 | | 2001 | -7.58 | 8.63 | -20.58 | 21.45 | | 2000 | -1.40 | -7.20 | -12.26 | -12.22 | | 1999 | N/A | N/A | N/A | 32.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 197 | 365 | 53.97 | | 1-Month | 335 | 381 | 87.93 | | 3-Month | 130 | 374 | 34.76 | | 6-Month | 181 | 371 | 48.79 | | 1-Year | 164 | 346 | 47.40 | | 3-Year | 32 | 260 | 12.31 | | 5-Year | 7 | 193 | 3.63 |
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1.00% Nasdaq 0.00%
Performance
