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| Morningstar Return Rating: | Above average | | Year to Date Return: | 45.36% | | 5-Year Average Return: | 5.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.75% | |
Worst 1-Yr Total Return (2008): | -23.17% | |
Best 3-Yr Total Return (2004-6): | 7.44% | |
Worst 3-Yr Total Return (2006-8): | -4.47% |
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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 | LAHYX | Category | Diff | Index* | Diff | | Year To Date | 45.36 | 42.53 | 2.83 | 7.61 | 37.75 | | 1-Month | 0.62 | 1.09 | -0.47 | 1.29 | -0.67 | | 3-Month | 7.58 | 7.76 | -0.18 | 2.86 | 4.72 | | 1-Year | 54.37 | 48.90 | 5.47 | 11.63 | 42.74 | | 3-Year | 5.20 | 2.47 | 2.73 | 6.40 | -1.2 | | 5-Year | 5.50 | 4.02 | 1.48 | 5.49 | 0.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.20 | 35.54 | -0.34 | 7.06 | 28.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.95 | 0.71 | 5.24 | 7.94 | -1.99 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LAHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.17 | -26.41 | 3.24 | | 2007 | | | 2.86 | 1.47 | 1.39 | | 2006 | | | 10.32 | 10.14 | 0.18 | | 2005 | | | 1.49 | 2.59 | -1.10 | | 2004 | | | 10.75 | 9.99 | 0.76 | | 2003 | | | 22.05 | 24.36 | -2.31 | | 2002 | | | 0.42 | -1.52 | 1.94 | | 2001 | | | 5.51 | 2.39 | 3.12 | | 2000 | | | -2.76 | -7.12 | 4.36 | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LAHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.97 | 17.50 | 14.02 | N/A | | 2008 | -3.34 | 2.07 | -7.82 | -15.52 | | 2007 | 3.12 | 0.27 | 0.55 | -1.06 | | 2006 | 2.70 | 0.06 | 2.86 | 4.36 | | 2005 | -1.69 | 1.60 | 1.04 | 0.57 | | 2004 | 1.02 | -0.21 | 4.53 | 5.11 | | 2003 | 4.04 | 8.36 | 2.60 | 5.52 | | 2002 | 1.59 | -3.54 | -3.57 | 6.27 | | 2001 | 5.25 | -1.59 | -4.02 | 6.14 | | 2000 | -1.46 | 1.00 | 0.40 | -2.68 | | 1999 | N/A | N/A | N/A | 4.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 200 | 543 | 36.83 | | 1-Month | 378 | 574 | 65.85 | | 3-Month | 308 | 571 | 53.94 | | 6-Month | 212 | 559 | 37.92 | | 1-Year | 144 | 543 | 26.52 | | 3-Year | 45 | 467 | 9.64 | | 5-Year | 46 | 403 | 11.41 |
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