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| Morningstar Return Rating: | Average | | Year to Date Return: | 37.10% | | 5-Year Average Return: | 5.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.43% | |
Worst 1-Yr Total Return (2008): | -21.32% | |
Best 3-Yr Total Return (2004-6): | 8.10% | |
Worst 3-Yr Total Return (2006-8): | -3.75% |
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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 | LBHIX | Category | Diff | Index* | Diff | | Year To Date | 37.10 | 40.95 | -3.85 | 6.24 | 30.86 | | 1-Month | 1.13 | 1.53 | -0.4 | 0.49 | 0.64 | | 3-Month | 6.40 | 8.19 | -1.79 | 2.60 | 3.8 | | 1-Year | 36.95 | 35.58 | 1.37 | 13.79 | 23.16 | | 3-Year | 4.38 | 2.61 | 1.77 | 6.35 | -1.97 | | 5-Year | 5.32 | 4.05 | 1.27 | 5.05 | 0.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.05 | 34.85 | -3.8 | 7.06 | 23.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.83 | 0.91 | 2.92 | 7.94 | -4.11 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LBHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.32 | -26.41 | 5.09 | | 2007 | | | 2.62 | 1.47 | 1.15 | | 2006 | | | 10.43 | 10.14 | 0.29 | | 2005 | | | 3.97 | 2.59 | 1.38 | | 2004 | | | 10.04 | 9.99 | 0.05 | | 2003 | | | 27.62 | 24.36 | 3.26 | | 2002 | | | -6.44 | -1.52 | -4.92 | | 2001 | | | -1.59 | 2.39 | -3.98 | | 2000 | | | -15.94 | -7.12 | -8.82 | | 1999 | | | 7.32 | 5.05 | 2.27 |
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| PAST QUARTERLY RETURNS (%) FOR
LBHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.95 | 15.93 | 11.42 | N/A | | 2008 | -2.53 | 2.00 | -7.04 | -14.86 | | 2007 | 2.57 | 0.23 | 0.77 | -0.95 | | 2006 | 2.14 | 0.02 | 3.65 | 4.28 | | 2005 | -1.00 | 2.45 | 1.21 | 1.28 | | 2004 | 1.82 | -0.33 | 4.23 | 4.04 | | 2003 | 7.43 | 8.73 | 3.07 | 5.99 | | 2002 | 1.08 | -7.47 | -4.38 | 4.61 | | 2001 | 3.27 | -4.53 | -5.51 | 5.64 | | 2000 | 0.26 | -1.71 | -3.18 | -11.89 | | 1999 | N/A | N/A | N/A | 4.08 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 393 | 547 | 71.85 | | 1-Month | 461 | 577 | 79.90 | | 3-Month | 464 | 573 | 80.98 | | 6-Month | 420 | 553 | 75.95 | | 1-Year | 285 | 546 | 52.20 | | 3-Year | 96 | 471 | 20.38 | | 5-Year | 56 | 401 | 13.97 |
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0.22% Nasdaq 
Performance
