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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.12% | | 5-Year Average Return: | 2.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.72% | |
Worst 1-Yr Total Return (2008): | -39.01% | |
Best 3-Yr Total Return (2004-6): | 15.63% | |
Worst 3-Yr Total Return (2006-8): | -6.58% |
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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 | LZESX | Category | Diff | Index* | Diff | | Year To Date | 16.12 | 24.78 | -8.66 | 27.36 | -11.24 | | 1-Month | -3.00 | -2.81 | -0.19 | -1.25 | -1.75 | | 3-Month | 5.13 | 6.12 | -0.99 | 8.10 | -2.97 | | 1-Year | 17.31 | 26.38 | -9.07 | 27.71 | -10.4 | | 3-Year | -6.73 | -5.78 | -0.95 | -5.22 | -1.51 | | 5-Year | 2.62 | 4.21 | -1.59 | 5.10 | -2.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.72 | 58.41 | -11.69 | 59.35 | -12.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.46 | -10.76 | -4.7 | -14.95 | -0.51 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LZESX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.01 | -42.41 | 3.40 | | 2007 | | | 8.91 | 9.01 | -0.10 | | 2006 | | | 22.72 | 25.98 | -3.26 | | 2005 | | | 8.46 | 13.19 | -4.73 | | 2004 | | | 16.17 | 21.99 | -5.82 | | 2003 | | | 29.48 | 39.07 | -9.59 | | 2002 | | | -14.37 | -12.37 | -2.00 | | 2001 | | | N/A | -15.98 | N/A | | 2000 | | | N/A | -6.76 | N/A | | 1999 | | | N/A | 30.02 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LZESX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.04 | 18.69 | 17.33 | N/A | | 2008 | -8.21 | -2.95 | -17.26 | -17.25 | | 2007 | 2.52 | 5.36 | 0.95 | -0.11 | | 2006 | 8.68 | 0.39 | 4.02 | 8.13 | | 2005 | -0.53 | -1.34 | 7.68 | 2.63 | | 2004 | 1.12 | 0.60 | -0.50 | 14.77 | | 2003 | -6.45 | 15.72 | 3.22 | 15.88 | | 2002 | 1.86 | -1.29 | -20.85 | 7.59 | | 2001 | N/A | N/A | -15.26 | 11.53 | | 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 | 294 | 338 | 86.98 | | 1-Month | 133 | 352 | 37.78 | | 3-Month | 214 | 351 | 60.97 | | 6-Month | 272 | 340 | 80.00 | | 1-Year | 239 | 336 | 71.13 | | 3-Year | 169 | 267 | 63.30 | | 5-Year | 140 | 196 | 71.43 |
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0.03% Nasdaq 
Performance
