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| Morningstar Return Rating: | Below average | | Year to Date Return: | -3.13% | | 5-Year Average Return: | -1.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 18.60% | |
Worst 1-Yr Total Return (2008): | -37.59% | |
Best 3-Yr Total Return (2005-7): | 7.31% | |
Worst 3-Yr Total Return (2006-8): | -9.09% |
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| 1-Year: | 13.60% | | 3-Year: | -9.45% | | 5-Year: | -2.07% | | 10-Year: | 1.18% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LAFBX | Category | Diff | Index* | Diff | | Year To Date | -3.13 | -2.97 | -0.16 | -3.60 | 0.47 | | 1-Month | -3.13 | -2.97 | -0.16 | -3.60 | 0.47 | | 3-Month | 3.06 | 3.98 | -0.92 | 4.16 | -1.1 | | 1-Year | 35.01 | 32.89 | 2.12 | 33.14 | 1.87 | | 3-Year | -9.87 | -8.60 | -1.27 | -7.24 | -2.63 | | 5-Year | -1.73 | -0.19 | -1.54 | 0.18 | -1.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.38 | 47.48 | 4.9 | 45.76 | 6.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.32 | -17.06 | -0.26 | -18.25 | 0.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LAFBX | Category | Diff | | 2009 | | | 18.60 | 24.13 | -5.53 | | 2008 | | | -37.59 | -37.09 | -0.50 | | 2007 | | | 3.02 | 1.42 | 1.60 | | 2006 | | | 16.84 | 18.15 | -1.31 | | 2005 | | | 2.65 | 5.95 | -3.30 | | 2004 | | | 11.91 | 12.97 | -1.06 | | 2003 | | | 29.95 | 28.44 | 1.51 | | 2002 | | | -19.25 | -18.69 | -0.56 | | 2001 | | | -8.54 | -4.99 | -3.55 | | 2000 | | | 14.49 | 7.87 | 6.62 |
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| PAST QUARTERLY RETURNS (%) FOR
LAFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.53 | 18.59 | 16.02 | 3.28 | | 2008 | -9.87 | -6.27 | -6.77 | -20.76 | | 2007 | 0.15 | 4.99 | 1.72 | -3.68 | | 2006 | 5.70 | -0.64 | 5.73 | 5.23 | | 2005 | -2.75 | -0.72 | 4.11 | 2.12 | | 2004 | 2.31 | 0.97 | -2.12 | 10.69 | | 2003 | -5.62 | 18.03 | 2.82 | 13.45 | | 2002 | 3.05 | -11.15 | -19.85 | 10.02 | | 2001 | -9.62 | 5.17 | -14.10 | 12.01 | | 2000 | 1.43 | -3.29 | 8.43 | 7.64 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 768 | 1325 | 57.96 | | 1-Month | 1205 | 1325 | 90.94 | | 3-Month | 1063 | 1313 | 80.96 | | 6-Month | 1127 | 1296 | 86.96 | | 1-Year | 256 | 1268 | 20.19 | | 3-Year | 616 | 1104 | 55.80 | | 5-Year | 615 | 914 | 67.29 |
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1.52% Nasdaq 0.00%
Performance
