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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.96% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.20% | |
Worst 1-Yr Total Return (2008): | -35.63% | |
Best 3-Yr Total Return (2005-7): | 7.06% | |
Worst 3-Yr Total Return (2006-8): | -8.99% |
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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 | LZUOX | Category | Diff | Index* | Diff | | Year To Date | 25.96 | 25.10 | 0.86 | 17.05 | 8.91 | | 1-Month | 5.47 | 5.28 | 0.19 | -1.86 | 7.33 | | 3-Month | 7.77 | 7.01 | 0.76 | 5.48 | 2.29 | | 1-Year | 28.76 | 28.01 | 0.75 | 9.80 | 18.96 | | 3-Year | -6.25 | -5.87 | -0.38 | -7.02 | 0.77 | | 5-Year | N/A | 0.64 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.93 | 46.08 | -1.15 | 45.76 | -0.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.88 | -17.41 | 0.53 | -18.25 | 1.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LZUOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.63 | -37.79 | 2.16 | | 2007 | | | -0.07 | 6.16 | -6.23 | | 2006 | | | 17.20 | 14.17 | 3.03 | | 2005 | | | 4.79 | 5.88 | -1.09 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LZUOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.87 | 16.43 | 15.02 | N/A | | 2008 | -9.15 | -1.42 | -6.48 | -23.14 | | 2007 | 1.10 | 6.44 | -2.22 | -5.03 | | 2006 | 2.89 | -0.56 | 5.30 | 8.78 | | 2005 | -2.40 | 2.25 | 3.51 | 1.44 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 707 | 2021 | 34.98 | | 1-Month | 655 | 2113 | 31.00 | | 3-Month | 334 | 2091 | 15.97 | | 6-Month | 433 | 2064 | 20.98 | | 1-Year | 587 | 2011 | 29.19 | | 3-Year | 892 | 1707 | 52.26 | | 5-Year | | 1360 | N/A |
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0.67% Nasdaq 0.00%
Performance
