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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.39% | | 5-Year Average Return: | -1.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.84% | |
Worst 1-Yr Total Return (2008): | -37.59% | |
Best 3-Yr Total Return (2004-6): | 10.31% | |
Worst 3-Yr Total Return (2006-8): | -9.09% |
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| 1-Year: | -13.51% | | 3-Year: | -8.83% | | 5-Year: | -0.69% | | 10-Year: | 1.81% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LAFBX | Category | Diff | Index* | Diff | | Year To Date | 17.39 | 21.73 | -4.34 | 24.07 | -6.68 | | 1-Month | 5.30 | 5.16 | 0.14 | 6.00 | -0.7 | | 3-Month | 5.96 | 6.45 | -0.49 | 7.91 | -1.95 | | 1-Year | 20.26 | 24.67 | -4.41 | 25.39 | -5.13 | | 3-Year | -8.33 | -7.33 | -1 | -5.79 | -2.54 | | 5-Year | -1.31 | 0.27 | -1.58 | 0.71 | -2.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.38 | 47.53 | 4.85 | 45.76 | 6.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.32 | -16.99 | -0.33 | -18.25 | 0.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LAFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 16.06 | 6.72 | 9.34 |
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| PAST QUARTERLY RETURNS (%) FOR
LAFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.53 | 18.59 | 16.02 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 9.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1047 | 1293 | 80.97 | | 1-Month | 1297 | 1338 | 96.94 | | 3-Month | 1249 | 1329 | 93.98 | | 6-Month | 765 | 1320 | 57.95 | | 1-Year | 718 | 1280 | 56.09 | | 3-Year | 680 | 1088 | 62.50 | | 5-Year | 665 | 917 | 72.52 |
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Performance
