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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.25% | | 5-Year Average Return: | 1.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.02% | |
Worst 1-Yr Total Return (2008): | -27.83% | |
Best 3-Yr Total Return (2004-6): | 10.83% | |
Worst 3-Yr Total Return (2006-8): | -5.54% |
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| 1-Year: | -2.75% | | 3-Year: | -3.33% | | 5-Year: | 1.54% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LAMBX | Category | Diff | Index* | Diff | | Year To Date | 15.25 | 18.16 | -2.91 | N/A | N/A | | 1-Month | -1.10 | -1.24 | 0.14 | N/A | N/A | | 3-Month | 4.41 | 4.71 | -0.3 | N/A | N/A | | 1-Year | 16.05 | 15.73 | 0.32 | N/A | N/A | | 3-Year | -4.00 | -2.66 | -1.34 | N/A | N/A | | 5-Year | 1.47 | 2.10 | -0.63 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.20 | 33.32 | -5.12 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.92 | -8.51 | -0.41 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LAMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.83 | -28.00 | 0.17 | | 2007 | | | 2.40 | 5.99 | -3.59 | | 2006 | | | 14.05 | 11.29 | 2.76 | | 2005 | | | 2.87 | 5.13 | -2.26 | | 2004 | | | 16.02 | 8.86 | 7.16 | | 2003 | | | 21.06 | 20.35 | 0.71 | | 2002 | | | -8.25 | -12.02 | 3.77 | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LAMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.25 | 9.67 | 12.16 | N/A | | 2008 | -8.80 | -0.59 | -9.20 | -12.32 | | 2007 | 3.33 | 4.04 | -1.35 | -3.44 | | 2006 | 2.17 | 0.48 | 3.21 | 7.64 | | 2005 | -1.27 | 1.79 | 2.48 | -0.11 | | 2004 | 3.35 | 1.51 | 1.88 | 8.55 | | 2003 | -6.21 | 11.78 | 2.77 | 12.36 | | 2002 | 7.19 | -5.47 | -13.37 | 4.51 | | 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 | 835 | 1211 | 68.95 | | 1-Month | 415 | 1258 | 32.99 | | 3-Month | 640 | 1256 | 50.96 | | 6-Month | 793 | 1220 | 65.00 | | 1-Year | 579 | 1204 | 48.09 | | 3-Year | 551 | 950 | 58.00 | | 5-Year | 432 | 796 | 54.27 |
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