|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.07% | | 5-Year Average Return: | -0.68% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.97% | |
Worst 1-Yr Total Return (2008): | -39.81% | |
Best 3-Yr Total Return (2005-7): | 9.19% | |
Worst 3-Yr Total Return (2006-8): | -9.73% |
|
| 1-Year: | -12.36% | | 3-Year: | -7.11% | | 5-Year: | 0.00% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LASBX | Category | Diff | Index* | Diff | | Year To Date | 20.07 | 25.10 | -5.03 | 24.07 | -4 | | 1-Month | 3.66 | 5.28 | -1.62 | 6.00 | -2.34 | | 3-Month | 5.12 | 7.01 | -1.89 | 7.91 | -2.79 | | 1-Year | 24.36 | 28.01 | -3.65 | 25.39 | -1.03 | | 3-Year | -7.55 | -5.87 | -1.68 | -5.79 | -1.76 | | 5-Year | -0.68 | 0.64 | -1.32 | 0.71 | -1.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.83 | 46.08 | -2.25 | 45.76 | -1.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.68 | -17.41 | -3.27 | -18.25 | -2.43 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LASBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.81 | -37.79 | -2.02 | | 2007 | | | 8.18 | 6.16 | 2.02 | | 2006 | | | 12.97 | 14.17 | -1.20 | | 2005 | | | 6.53 | 5.88 | 0.65 | | 2004 | | | 7.50 | 10.02 | -2.52 | | 2003 | | | 32.56 | 27.05 | 5.51 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
LASBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.48 | 16.62 | 15.16 | N/A | | 2008 | -9.33 | -1.99 | -11.98 | -23.05 | | 2007 | 2.37 | 6.44 | 1.38 | -2.07 | | 2006 | 6.47 | -2.63 | 2.91 | 5.89 | | 2005 | -2.01 | 2.58 | 4.15 | 1.76 | | 2004 | 2.14 | 0.08 | -3.41 | 8.88 | | 2003 | -4.82 | 17.13 | 4.88 | 13.38 | | 2002 | N/A | N/A | N/A | 7.78 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1556 | 2021 | 76.99 | | 1-Month | 1542 | 2113 | 72.98 | | 3-Month | 1798 | 2091 | 85.99 | | 6-Month | 1754 | 2064 | 84.98 | | 1-Year | 1239 | 2011 | 61.61 | | 3-Year | 1145 | 1707 | 67.08 | | 5-Year | 902 | 1360 | 66.32 |
|
|
|
|
|
0.51% Nasdaq 
Performance
