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| Morningstar Return Rating: | Above average | | Year to Date Return: | 57.65% | | 5-Year Average Return: | 18.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 41.31% | |
Worst 1-Yr Total Return (2008): | -48.09% | |
Best 3-Yr Total Return (2005-7): | 34.56% | |
Worst 3-Yr Total Return (2006-8): | -3.63% |
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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 | LZOEX | Category | Diff | Index* | Diff | | Year To Date | 57.65 | 59.14 | -1.49 | 27.36 | 30.29 | | 1-Month | -1.47 | -1.32 | -0.15 | -1.25 | -0.22 | | 3-Month | 8.60 | 7.70 | 0.9 | 8.10 | 0.5 | | 1-Year | 54.75 | 56.66 | -1.91 | 27.71 | 27.04 | | 3-Year | 6.21 | 2.92 | 3.29 | -5.22 | 11.43 | | 5-Year | 18.44 | 14.22 | 4.22 | 5.10 | 13.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 86.50 | 84.39 | 2.11 | 59.35 | 27.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.81 | -6.80 | -7.01 | -14.95 | 1.14 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LZOEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.09 | -54.44 | 6.35 | | 2007 | | | 32.71 | 36.68 | -3.97 | | 2006 | | | 29.93 | 32.06 | -2.13 | | 2005 | | | 41.31 | 31.54 | 9.77 | | 2004 | | | 30.19 | 23.54 | 6.65 | | 2003 | | | 54.58 | 55.19 | -0.61 | | 2002 | | | -0.65 | -6.05 | 5.40 | | 2001 | | | -3.54 | -3.83 | 0.29 | | 2000 | | | -29.80 | -30.33 | 0.53 | | 1999 | | | 55.26 | 70.56 | -15.30 |
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| PAST QUARTERLY RETURNS (%) FOR
LZOEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.26 | 33.89 | 22.27 | N/A | | 2008 | -7.16 | -0.98 | -18.60 | -30.64 | | 2007 | 2.88 | 14.01 | 9.22 | 3.60 | | 2006 | 10.73 | -5.92 | 7.87 | 15.63 | | 2005 | 3.77 | 5.35 | 21.29 | 6.57 | | 2004 | 6.53 | -7.51 | 11.19 | 18.83 | | 2003 | -9.12 | 24.38 | 14.27 | 19.67 | | 2002 | 11.88 | -5.31 | -15.91 | 11.52 | | 2001 | -7.69 | 8.62 | -20.77 | 21.42 | | 2000 | -1.58 | -7.28 | -12.24 | -12.33 | | 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 | 211 | 365 | 57.81 | | 1-Month | 335 | 381 | 87.93 | | 3-Month | 134 | 374 | 35.83 | | 6-Month | 185 | 371 | 49.87 | | 1-Year | 174 | 346 | 50.29 | | 3-Year | 38 | 260 | 14.62 | | 5-Year | 13 | 193 | 6.74 |
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0.22% Nasdaq 
0.11 (0.59%) 
Performance
