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| Morningstar Return Rating: | Below average | | Year to Date Return: | 36.57% | | 5-Year Average Return: | 4.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.76% | |
Worst 1-Yr Total Return (2008): | -21.67% | |
Best 3-Yr Total Return (2004-6): | 7.71% | |
Worst 3-Yr Total Return (2006-8): | -4.16% |
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| 1-Year: | 9.71% | | 3-Year: | 2.39% | | 5-Year: | 4.05% | | 10-Year: | 2.70% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LBHYX | Category | Diff | Index* | Diff | | Year To Date | 36.57 | 40.95 | -4.38 | 6.24 | 30.33 | | 1-Month | 1.32 | 1.53 | -0.21 | 0.49 | 0.83 | | 3-Month | 6.29 | 8.19 | -1.9 | 2.60 | 3.69 | | 1-Year | 36.31 | 35.58 | 0.73 | 13.79 | 22.52 | | 3-Year | 3.99 | 2.61 | 1.38 | 6.35 | -2.36 | | 5-Year | 4.87 | 4.05 | 0.82 | 5.05 | -0.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.40 | 34.85 | -4.45 | 7.06 | 23.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.33 | 0.91 | 2.42 | 7.94 | -4.61 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LBHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.67 | -26.41 | 4.74 | | 2007 | | | 2.39 | 1.47 | 0.92 | | 2006 | | | 9.75 | 10.14 | -0.39 | | 2005 | | | 3.74 | 2.59 | 1.15 | | 2004 | | | 9.76 | 9.99 | -0.23 | | 2003 | | | 27.10 | 24.36 | 2.74 | | 2002 | | | -6.98 | -1.52 | -5.46 | | 2001 | | | -1.73 | 2.39 | -4.12 | | 2000 | | | -16.31 | -7.12 | -9.19 | | 1999 | | | 7.06 | 5.05 | 2.01 |
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| PAST QUARTERLY RETURNS (%) FOR
LBHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.82 | 15.80 | 11.05 | N/A | | 2008 | -2.64 | 1.67 | -7.16 | -14.76 | | 2007 | 2.66 | -0.07 | 0.67 | -0.86 | | 2006 | 2.03 | -0.28 | 3.74 | 3.98 | | 2005 | -0.91 | 2.34 | 1.11 | 1.18 | | 2004 | 1.91 | -0.43 | 4.27 | 3.74 | | 2003 | 7.56 | 8.60 | 2.95 | 5.69 | | 2002 | 1.01 | -7.55 | -4.69 | 4.52 | | 2001 | 3.36 | -4.61 | -5.59 | 5.56 | | 2000 | 0.19 | -1.91 | -3.12 | -12.10 | | 1999 | N/A | N/A | N/A | 4.02 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 404 | 547 | 73.86 | | 1-Month | 363 | 577 | 62.91 | | 3-Month | 481 | 573 | 83.94 | | 6-Month | 425 | 553 | 76.85 | | 1-Year | 291 | 546 | 53.30 | | 3-Year | 121 | 471 | 25.69 | | 5-Year | 102 | 401 | 25.44 |
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0.18% Nasdaq 0.00%
0.01 (0.22%) 
Performance
