|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 36.50% | | 5-Year Average Return: | 2.46% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.11% | |
Worst 1-Yr Total Return (2008): | -34.46% | |
Best 3-Yr Total Return (2004-6): | 12.09% | |
Worst 3-Yr Total Return (2006-8): | -10.43% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LZSCX | Category | Diff | Index* | Diff | | Year To Date | 36.50 | 19.13 | 17.37 | 17.05 | 19.45 | | 1-Month | -2.45 | -5.65 | 3.2 | -1.86 | -0.59 | | 3-Month | 7.80 | 2.75 | 5.05 | 5.48 | 2.32 | | 1-Year | 25.58 | 11.45 | 14.13 | 9.80 | 15.78 | | 3-Year | -4.23 | -8.46 | 4.23 | -7.02 | 2.79 | | 5-Year | 2.46 | 0.52 | 1.94 | 0.33 | 2.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.98 | 57.02 | 9.96 | 45.76 | 21.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.10 | -18.27 | 8.17 | -18.25 | 8.15 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LZSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.46 | -36.56 | 2.10 | | 2007 | | | -6.38 | -1.10 | -5.28 | | 2006 | | | 17.11 | 15.03 | 2.08 | | 2005 | | | 4.31 | 6.75 | -2.44 | | 2004 | | | 15.28 | 18.94 | -3.66 | | 2003 | | | 38.92 | 43.41 | -4.49 | | 2002 | | | -17.97 | -16.22 | -1.75 | | 2001 | | | 18.06 | 8.92 | 9.14 | | 2000 | | | 15.90 | 11.89 | 4.01 | | 1999 | | | 1.77 | 19.95 | -18.18 |
|
| PAST QUARTERLY RETURNS (%) FOR
LZSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.30 | 28.30 | 18.92 | N/A | | 2008 | -10.36 | 1.54 | -3.98 | -25.00 | | 2007 | 2.01 | 4.01 | -4.55 | -7.56 | | 2006 | 13.38 | -5.90 | -0.37 | 10.17 | | 2005 | -2.02 | 1.79 | 4.69 | -0.10 | | 2004 | 4.67 | 1.52 | -2.90 | 11.73 | | 2003 | -5.06 | 18.24 | 8.06 | 14.51 | | 2002 | 6.95 | -9.24 | -19.46 | 4.94 | | 2001 | -3.10 | 12.85 | -10.30 | 20.37 | | 2000 | 3.92 | 0.17 | 5.01 | 6.02 | | 1999 | N/A | N/A | N/A | 0.41 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 51 | 641 | 7.96 | | 1-Month | 19 | 662 | 2.87 | | 3-Month | 32 | 652 | 4.91 | | 6-Month | 71 | 647 | 10.97 | | 1-Year | 64 | 630 | 10.16 | | 3-Year | 83 | 553 | 15.01 | | 5-Year | 91 | 452 | 20.13 |
|
|
|
|
|
0.50% Nasdaq 
Performance
