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| Morningstar Return Rating: | Below average | | Year to Date Return: | 39.63% | | 5-Year Average Return: | -0.02% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 32.03% | |
Worst 1-Yr Total Return (2008): | -50.02% | |
Best 3-Yr Total Return (2004-6): | 23.89% | |
Worst 3-Yr Total Return (2006-8): | -15.72% |
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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 | LZSMX | Category | Diff | Index* | Diff | | Year To Date | 39.63 | 42.06 | -2.43 | 29.91 | 9.72 | | 1-Month | 1.82 | 2.21 | -0.39 | 2.00 | -0.18 | | 3-Month | 5.82 | 6.26 | -0.44 | 4.58 | 1.24 | | 1-Year | 45.09 | 52.61 | -7.52 | 37.72 | 7.37 | | 3-Year | -11.54 | -5.12 | -6.42 | -5.52 | -6.02 | | 5-Year | -0.02 | 5.04 | -5.06 | 4.13 | -4.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.66 | 68.45 | -0.79 | 59.35 | 8.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.00 | -11.35 | -7.65 | -14.95 | -4.05 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LZSMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.02 | -47.29 | -2.73 | | 2007 | | | -4.79 | 5.01 | -9.80 | | 2006 | | | 25.82 | 26.48 | -0.66 | | 2005 | | | 14.47 | 18.16 | -3.69 | | 2004 | | | 32.03 | 23.91 | 8.12 | | 2003 | | | 41.71 | 49.12 | -7.41 | | 2002 | | | -3.55 | -5.48 | 1.93 | | 2001 | | | -7.33 | -11.74 | 4.41 | | 2000 | | | -4.85 | -7.54 | 2.69 | | 1999 | | | 25.55 | 45.36 | -19.81 |
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| PAST QUARTERLY RETURNS (%) FOR
LZSMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.62 | 31.46 | 20.36 | N/A | | 2008 | -6.95 | -2.25 | -24.63 | -27.09 | | 2007 | 2.36 | 2.20 | -3.93 | -5.27 | | 2006 | 10.83 | -1.43 | 0.58 | 14.51 | | 2005 | 2.91 | -1.57 | 9.82 | 2.89 | | 2004 | 8.57 | 4.78 | 0.11 | 15.93 | | 2003 | -7.26 | 21.72 | 9.81 | 14.32 | | 2002 | 4.08 | 6.67 | -16.33 | 3.83 | | 2001 | -6.70 | 3.85 | -13.92 | 11.11 | | 2000 | 5.41 | -4.25 | -2.26 | -3.54 | | 1999 | N/A | N/A | N/A | 10.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 38 | 70 | 54.29 | | 1-Month | 59 | 70 | 84.29 | | 3-Month | 50 | 70 | 71.43 | | 6-Month | 27 | 69 | 39.13 | | 1-Year | 40 | 70 | 57.14 | | 3-Year | 46 | 52 | 88.46 | | 5-Year | 39 | 45 | 86.67 |
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0.20% Nasdaq 0.00%
Performance
