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| Morningstar Return Rating: | Below average | | Year to Date Return: | 37.29% | | 5-Year Average Return: | 1.26% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 32.28% | |
Worst 1-Yr Total Return (2008): | -49.84% | |
Best 3-Yr Total Return (2004-6): | 24.23% | |
Worst 3-Yr Total Return (2006-8): | -15.45% |
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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 | LZISX | Category | Diff | Index* | Diff | | Year To Date | 37.29 | 38.96 | -1.67 | 27.36 | 9.93 | | 1-Month | -1.93 | -2.03 | 0.1 | -1.25 | -0.68 | | 3-Month | 9.83 | 9.26 | 0.57 | 8.10 | 1.73 | | 1-Year | 33.10 | 40.77 | -7.67 | 27.71 | 5.39 | | 3-Year | -10.45 | -5.11 | -5.34 | -5.22 | -5.23 | | 5-Year | 1.26 | 5.63 | -4.37 | 5.10 | -3.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.58 | 68.49 | -0.91 | 59.35 | 8.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.77 | -11.82 | -6.95 | -14.95 | -3.82 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LZISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.84 | -47.29 | -2.55 | | 2007 | | | -4.61 | 5.01 | -9.62 | | 2006 | | | 26.31 | 26.48 | -0.17 | | 2005 | | | 14.77 | 18.16 | -3.39 | | 2004 | | | 32.28 | 23.91 | 8.37 | | 2003 | | | 42.21 | 49.12 | -6.91 | | 2002 | | | -3.08 | -5.48 | 2.40 | | 2001 | | | -6.77 | -11.74 | 4.97 | | 2000 | | | -4.44 | -7.54 | 3.10 | | 1999 | | | 26.07 | 45.36 | -19.29 |
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| PAST QUARTERLY RETURNS (%) FOR
LZISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.46 | 31.53 | 20.21 | N/A | | 2008 | -6.86 | -2.15 | -24.53 | -27.07 | | 2007 | 2.36 | 2.31 | -3.93 | -5.18 | | 2006 | 10.94 | -1.37 | 0.68 | 14.65 | | 2005 | 3.01 | -1.56 | 9.90 | 2.98 | | 2004 | 8.60 | 4.76 | 0.23 | 15.99 | | 2003 | -7.23 | 21.81 | 9.91 | 14.49 | | 2002 | 4.15 | 6.80 | -16.15 | 3.92 | | 2001 | -6.52 | 3.91 | -13.75 | 11.28 | | 2000 | 5.52 | -4.16 | -2.16 | -3.43 | | 1999 | N/A | N/A | N/A | 10.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 39 | 81 | 48.15 | | 1-Month | 46 | 81 | 56.79 | | 3-Month | 14 | 80 | 17.50 | | 6-Month | 28 | 80 | 35.00 | | 1-Year | 51 | 81 | 62.96 | | 3-Year | 43 | 62 | 69.35 | | 5-Year | 41 | 54 | 75.93 |
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0.12% Nasdaq 
Performance
