Performance (net of fees)
Growth of $100.00 for the period 6/30/01 - 12/31/11
Growth of $100.00 for the period 6/30/01 - 12/31/11
Rates of Return (%) as of 12/31/11
| Annualized | Cumulative |
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| 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | Since Inception 6/30/01 |
Since Inception 6/30/01 |
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| Lakeshore (gross of fees) | -0.77 | 11.35 | 1.49 | 7.39 | 7.49 | 113.45 | |
| Lakeshore (net of fees) | -1.61 | 10.39 | 0.62 | 6.47 | 6.58 | 95.35 | |
| S&P 500 Index | 2.11 | 14.11 | -0.25 | 2.92 | 2.22 | 25.94 | |
Relative Cumulative Returns* 6/30/01 - 12/31/11
Up/down Capture Ratios* 6/30/01 - 12/31/11
| Up Capture (%) | Down Capture (%) | |||||
| Lakeshore |
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| S&P 500 Index |
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| Number of Quarters Up | Number of Quarters Down | |||||
| Lakeshore | 28 | 14 | ||||
| S&P 500 Index | 27 | 15 |
*Please see Performance Disclosures for full compliant disclosures.
Past performance is not indicative of future results.