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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.45% | | 5-Year Average Return: | 2.92% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.55% | |
Worst 1-Yr Total Return (2008): | -9.48% | |
Best 3-Yr Total Return (2004-6): | 3.93% | |
Worst 3-Yr Total Return (2006-8): | -1.60% |
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| 1-Year: | 10.22% | | 3-Year: | 1.58% | | 5-Year: | 2.58% | | 10-Year: | 4.29% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LAMOX | Category | Diff | Index* | Diff | | Year To Date | 15.45 | 18.16 | -2.71 | 12.53 | 2.92 | | 1-Month | -0.05 | 0.33 | -0.38 | 0.83 | -0.88 | | 3-Month | 2.67 | 2.87 | -0.2 | 2.25 | 0.42 | | 1-Year | 15.90 | 17.15 | -1.25 | 14.17 | 1.73 | | 3-Year | 1.64 | 1.96 | -0.32 | 4.17 | -2.53 | | 5-Year | 2.92 | 3.43 | -0.51 | 4.50 | -1.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.75 | 13.02 | -1.27 | 9.40 | 2.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.30 | 2.62 | -0.32 | 5.67 | -3.37 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LAMOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.48 | -10.07 | 0.59 | | 2007 | | | 0.69 | 1.65 | -0.96 | | 2006 | | | 4.55 | 4.41 | 0.14 | | 2005 | | | 3.46 | 2.96 | 0.50 | | 2004 | | | 3.77 | 3.84 | -0.07 | | 2003 | | | 4.48 | 4.79 | -0.31 | | 2002 | | | 8.42 | 8.53 | -0.11 | | 2001 | | | 5.07 | 4.32 | 0.75 | | 2000 | | | 11.75 | 11.02 | 0.73 | | 1999 | | | -4.39 | -4.34 | -0.05 |
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| PAST QUARTERLY RETURNS (%) FOR
LAMOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.60 | 4.55 | 7.61 | N/A | | 2008 | -2.06 | 1.29 | -5.76 | -3.18 | | 2007 | 0.83 | -0.88 | 0.67 | 0.09 | | 2006 | 0.27 | -0.14 | 3.35 | 1.03 | | 2005 | 0.25 | 2.90 | -0.11 | 0.41 | | 2004 | 1.75 | -2.89 | 3.79 | 1.18 | | 2003 | 1.00 | 3.03 | -0.77 | 1.17 | | 2002 | 0.77 | 2.66 | 4.89 | -0.09 | | 2001 | 2.02 | 0.60 | 3.18 | -0.77 | | 2000 | 2.98 | 1.10 | 2.27 | 4.95 | | 1999 | N/A | N/A | N/A | -1.74 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 176 | 340 | 51.76 | | 1-Month | 222 | 348 | 63.79 | | 3-Month | 83 | 348 | 23.85 | | 6-Month | 173 | 341 | 50.73 | | 1-Year | 89 | 340 | 26.18 | | 3-Year | 176 | 321 | 54.83 | | 5-Year | 164 | 286 | 57.34 |
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0.51% Nasdaq 
Performance
