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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.33% | | 5-Year Average Return: | 1.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.76% | |
Worst 1-Yr Total Return (2008): | -31.64% | |
Best 3-Yr Total Return (2004-6): | 7.79% | |
Worst 3-Yr Total Return (2006-8): | -5.76% |
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| 1-Year: | -8.44% | | 3-Year: | -3.01% | | 5-Year: | 2.04% | | 10-Year: | 2.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LARBX | Category | Diff | Index* | Diff | | Year To Date | 23.33 | 25.10 | -1.77 | 24.07 | -0.74 | | 1-Month | 6.22 | 5.28 | 0.94 | 6.00 | 0.22 | | 3-Month | 6.36 | 7.01 | -0.65 | 7.91 | -1.55 | | 1-Year | 24.04 | 28.01 | -3.97 | 25.39 | -1.35 | | 3-Year | -2.20 | -5.87 | 3.67 | -5.79 | 3.59 | | 5-Year | 1.47 | 0.64 | 0.83 | 0.71 | 0.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.34 | 46.08 | -2.74 | 45.76 | -2.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.42 | -17.41 | 3.99 | -18.25 | 4.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LARBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.64 | -37.79 | 6.15 | | 2007 | | | 9.56 | 6.16 | 3.40 | | 2006 | | | 11.76 | 14.17 | -2.41 | | 2005 | | | 0.82 | 5.88 | -5.06 | | 2004 | | | 11.16 | 10.02 | 1.14 | | 2003 | | | 30.30 | 27.05 | 3.25 | | 2002 | | | -20.02 | -22.25 | 2.23 | | 2001 | | | -10.53 | -13.50 | 2.97 | | 2000 | | | 15.11 | -6.31 | 21.42 | | 1999 | | | 16.59 | 20.16 | -3.57 |
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| PAST QUARTERLY RETURNS (%) FOR
LARBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.28 | 14.55 | 14.66 | N/A | | 2008 | -7.49 | -3.44 | -4.33 | -20.01 | | 2007 | 1.78 | 4.87 | 4.84 | -2.10 | | 2006 | 4.40 | -2.20 | 5.34 | 3.90 | | 2005 | -3.21 | -0.60 | 3.56 | 1.19 | | 2004 | 1.89 | 1.27 | -2.66 | 10.68 | | 2003 | -5.94 | 18.34 | 3.08 | 13.56 | | 2002 | 2.66 | -12.12 | -19.42 | 10.02 | | 2001 | -9.21 | 4.57 | -14.18 | 9.81 | | 2000 | -1.42 | -2.22 | 9.28 | 9.28 | | 1999 | N/A | N/A | N/A | 9.90 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1394 | 2021 | 68.98 | | 1-Month | 2007 | 2113 | 94.98 | | 3-Month | 1944 | 2091 | 92.97 | | 6-Month | 1857 | 2064 | 89.97 | | 1-Year | 1161 | 2011 | 57.73 | | 3-Year | 136 | 1707 | 7.97 | | 5-Year | 380 | 1360 | 27.94 |
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0.08% Nasdaq 
0.16%
Performance
