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| Morningstar Return Rating: | Above average | | Year to Date Return: | 31.96% | | 5-Year Average Return: | 5.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.75% | |
Worst 1-Yr Total Return (2008): | -22.30% | |
Best 3-Yr Total Return (2004-6): | 8.35% | |
Worst 3-Yr Total Return (2006-8): | -2.45% |
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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 | LBFAX | Category | Diff | Index* | Diff | | Year To Date | 31.96 | 24.90 | 7.06 | 6.24 | 25.72 | | 1-Month | 0.71 | 1.05 | -0.34 | 0.49 | 0.22 | | 3-Month | 7.09 | 6.22 | 0.87 | 2.60 | 4.49 | | 1-Year | 40.70 | 27.17 | 13.53 | 13.79 | 26.91 | | 3-Year | 3.76 | 4.15 | -0.39 | 6.35 | -2.59 | | 5-Year | 5.63 | 4.90 | 0.73 | 5.05 | 0.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.54 | 23.09 | 10.45 | 7.06 | 26.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.89 | 4.14 | -2.25 | 7.94 | -6.05 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LBFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.30 | -15.41 | -6.89 | | 2007 | | | 7.91 | 4.45 | 3.46 | | 2006 | | | 10.71 | 6.90 | 3.81 | | 2005 | | | 3.75 | 2.12 | 1.63 | | 2004 | | | 10.75 | 8.38 | 2.37 | | 2003 | | | 28.51 | 16.18 | 12.33 | | 2002 | | | 12.89 | 6.76 | 6.13 | | 2001 | | | 2.11 | 4.22 | -2.11 | | 2000 | | | 3.75 | 1.73 | 2.02 | | 1999 | | | 4.06 | 2.89 | 1.17 |
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| PAST QUARTERLY RETURNS (%) FOR
LBFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.11 | 16.93 | 12.18 | N/A | | 2008 | -1.91 | 0.30 | -13.19 | -9.02 | | 2007 | 1.80 | 1.73 | 3.11 | 1.06 | | 2006 | 2.38 | 0.41 | 4.87 | 2.70 | | 2005 | -1.14 | 2.33 | 1.89 | 0.66 | | 2004 | 2.19 | -3.73 | 6.59 | 5.62 | | 2003 | 6.58 | 10.99 | 1.81 | 6.71 | | 2002 | 1.25 | 3.02 | 0.00 | 8.23 | | 2001 | 0.38 | -0.75 | 0.03 | 2.46 | | 2000 | 4.08 | -1.16 | 0.73 | 0.12 | | 1999 | N/A | N/A | N/A | 2.50 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 26 | 245 | 10.61 | | 1-Month | 69 | 266 | 25.94 | | 3-Month | 23 | 259 | 8.88 | | 6-Month | 27 | 254 | 10.63 | | 1-Year | 8 | 229 | 3.49 | | 3-Year | 74 | 164 | 45.12 | | 5-Year | 28 | 132 | 21.21 |
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0.22% Nasdaq 0.00%
0.04 (0.30%) 
Performance
