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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.46% | | 5-Year Average Return: | 2.95% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.01% | |
Worst 1-Yr Total Return (2008): | -38.75% | |
Best 3-Yr Total Return (2004-6): | 15.98% | |
Worst 3-Yr Total Return (2006-8): | -6.28% |
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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 | LZSIX | Category | Diff | Index* | Diff | | Year To Date | 16.46 | 24.78 | -8.32 | 27.36 | -10.9 | | 1-Month | -2.88 | -2.81 | -0.07 | -1.25 | -1.63 | | 3-Month | 5.26 | 6.12 | -0.86 | 8.10 | -2.84 | | 1-Year | 17.68 | 26.38 | -8.7 | 27.71 | -10.03 | | 3-Year | -6.39 | -5.78 | -0.61 | -5.22 | -1.17 | | 5-Year | 2.95 | 4.21 | -1.26 | 5.10 | -2.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.80 | 58.41 | -11.61 | 59.35 | -12.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.19 | -10.76 | -4.43 | -14.95 | -0.24 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LZSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.75 | -42.41 | 3.66 | | 2007 | | | 9.25 | 9.01 | 0.24 | | 2006 | | | 23.01 | 25.98 | -2.97 | | 2005 | | | 8.90 | 13.19 | -4.29 | | 2004 | | | 16.45 | 21.99 | -5.54 | | 2003 | | | 29.80 | 39.07 | -9.27 | | 2002 | | | -14.12 | -12.37 | -1.75 | | 2001 | | | N/A | -15.98 | N/A | | 2000 | | | N/A | -6.76 | N/A | | 1999 | | | N/A | 30.02 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LZSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.93 | 18.73 | 17.35 | N/A | | 2008 | -8.15 | -2.77 | -17.26 | -17.11 | | 2007 | 2.60 | 5.52 | 0.95 | -0.03 | | 2006 | 8.70 | 0.47 | 4.10 | 8.20 | | 2005 | -0.36 | -1.25 | 7.69 | 2.77 | | 2004 | 1.12 | 0.81 | -0.49 | 14.81 | | 2003 | -6.33 | 15.86 | 3.11 | 15.99 | | 2002 | 1.97 | -1.18 | -20.82 | 7.63 | | 2001 | N/A | N/A | -15.36 | 11.54 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 287 | 338 | 84.91 | | 1-Month | 130 | 352 | 36.93 | | 3-Month | 214 | 351 | 60.97 | | 6-Month | 265 | 340 | 77.94 | | 1-Year | 232 | 336 | 69.05 | | 3-Year | 154 | 267 | 57.68 | | 5-Year | 133 | 196 | 67.86 |
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1.00% Nasdaq 
Performance
