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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.51% | | 5-Year Average Return: | 1.05% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 24.59% | |
Worst 1-Yr Total Return (2008): | -38.53% | |
Best 3-Yr Total Return (2004-6): | 15.71% | |
Worst 3-Yr Total Return (2006-8): | -11.98% |
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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 | LZMOX | Category | Diff | Index* | Diff | | Year To Date | 28.51 | 23.00 | 5.51 | 17.05 | 11.46 | | 1-Month | -1.14 | -3.83 | 2.69 | -1.86 | 0.72 | | 3-Month | 9.31 | 6.04 | 3.27 | 5.48 | 3.83 | | 1-Year | 19.56 | 17.86 | 1.7 | 9.80 | 9.76 | | 3-Year | -7.13 | -6.76 | -0.37 | -7.02 | -0.11 | | 5-Year | 1.05 | 1.68 | -0.63 | 0.33 | 0.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.17 | 55.15 | -0.98 | 45.76 | 8.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.13 | -15.15 | -3.98 | -18.25 | -0.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LZMOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.53 | -36.77 | -1.76 | | 2007 | | | -3.17 | 0.83 | -4.00 | | 2006 | | | 14.57 | 15.87 | -1.30 | | 2005 | | | 8.52 | 8.82 | -0.30 | | 2004 | | | 24.59 | 17.85 | 6.74 | | 2003 | | | 28.74 | 33.85 | -5.11 | | 2002 | | | -14.76 | -13.25 | -1.51 | | 2001 | | | 12.50 | 6.67 | 5.83 | | 2000 | | | 22.00 | 18.45 | 3.55 | | 1999 | | | 3.96 | 8.50 | -4.54 |
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| PAST QUARTERLY RETURNS (%) FOR
LZMOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.32 | 21.01 | 18.47 | N/A | | 2008 | -8.06 | -1.15 | -7.79 | -26.66 | | 2007 | 4.15 | 7.49 | -5.41 | -8.55 | | 2006 | 3.52 | -0.44 | 3.64 | 7.27 | | 2005 | -1.38 | 3.11 | 4.19 | 2.43 | | 2004 | 7.12 | 3.61 | -0.63 | 12.97 | | 2003 | -3.73 | 14.34 | 5.35 | 11.02 | | 2002 | 5.11 | -9.18 | -16.05 | 6.38 | | 2001 | -1.42 | 10.59 | -13.17 | 18.84 | | 2000 | 6.05 | -1.23 | 10.37 | 5.52 | | 1999 | N/A | N/A | N/A | 10.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 101 | 424 | 23.82 | | 1-Month | 44 | 445 | 9.89 | | 3-Month | 22 | 440 | 5.00 | | 6-Month | 69 | 433 | 15.94 | | 1-Year | 156 | 419 | 37.23 | | 3-Year | 174 | 339 | 51.33 | | 5-Year | 137 | 249 | 55.02 |
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0.07% Nasdaq 
0.34%
Performance
