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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.71% | | 5-Year Average Return: | 1.31% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 24.97% | |
Worst 1-Yr Total Return (2008): | -38.33% | |
Best 3-Yr Total Return (2004-6): | 16.05% | |
Worst 3-Yr Total Return (2006-8): | -11.74% |
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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 | LZMIX | Category | Diff | Index* | Diff | | Year To Date | 28.71 | 23.00 | 5.71 | 17.05 | 11.66 | | 1-Month | -1.13 | -3.83 | 2.7 | -1.86 | 0.73 | | 3-Month | 9.45 | 6.04 | 3.41 | 5.48 | 3.97 | | 1-Year | 19.88 | 17.86 | 2.02 | 9.80 | 10.08 | | 3-Year | -6.91 | -6.76 | -0.15 | -7.02 | 0.11 | | 5-Year | 1.31 | 1.68 | -0.37 | 0.33 | 0.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.24 | 55.15 | -0.91 | 45.76 | 8.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.93 | -15.15 | -3.78 | -18.25 | -0.68 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LZMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.33 | -36.77 | -1.56 | | 2007 | | | -2.93 | 0.83 | -3.76 | | 2006 | | | 14.85 | 15.87 | -1.02 | | 2005 | | | 8.89 | 8.82 | 0.07 | | 2004 | | | 24.97 | 17.85 | 7.12 | | 2003 | | | 29.03 | 33.85 | -4.82 | | 2002 | | | -14.47 | -13.25 | -1.22 | | 2001 | | | 12.85 | 6.67 | 6.18 | | 2000 | | | 22.44 | 18.45 | 3.99 | | 1999 | | | 4.39 | 8.50 | -4.11 |
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| PAST QUARTERLY RETURNS (%) FOR
LZMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.33 | 21.18 | 18.49 | N/A | | 2008 | -7.95 | -1.13 | -7.76 | -26.54 | | 2007 | 4.23 | 7.59 | -5.40 | -8.51 | | 2006 | 3.55 | -0.36 | 3.74 | 7.31 | | 2005 | -1.29 | 3.15 | 4.29 | 2.55 | | 2004 | 7.22 | 3.65 | -0.52 | 13.03 | | 2003 | -3.70 | 14.42 | 5.48 | 11.01 | | 2002 | 5.17 | -9.12 | -15.93 | 6.44 | | 2001 | -1.41 | 10.71 | -13.08 | 18.94 | | 2000 | 6.12 | -1.05 | 10.30 | 5.71 | | 1999 | N/A | N/A | N/A | 10.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 93 | 424 | 21.93 | | 1-Month | 44 | 445 | 9.89 | | 3-Month | 17 | 440 | 3.86 | | 6-Month | 56 | 433 | 12.93 | | 1-Year | 143 | 419 | 34.13 | | 3-Year | 164 | 339 | 48.38 | | 5-Year | 126 | 249 | 50.60 |
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1.00% Nasdaq 0.00%
Performance
