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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.61% | | 5-Year Average Return: | 3.68% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.46% | |
Worst 1-Yr Total Return (2008): | -11.28% | |
Best 3-Yr Total Return (2004-6): | 4.11% | |
Worst 3-Yr Total Return (2006-8): | -1.09% |
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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 | LBIIX | Category | Diff | Index* | Diff | | Year To Date | 20.61 | 13.54 | 7.07 | 6.24 | 14.37 | | 1-Month | 1.82 | 0.89 | 0.93 | 0.49 | 1.33 | | 3-Month | 6.37 | 4.14 | 2.23 | 2.60 | 3.77 | | 1-Year | 24.60 | 17.86 | 6.74 | 13.79 | 10.81 | | 3-Year | 3.84 | 4.54 | -0.7 | 6.35 | -2.51 | | 5-Year | 3.68 | 3.85 | -0.17 | 5.05 | -1.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 20.36 | 13.81 | 6.55 | 7.06 | 13.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.43 | 6.49 | -1.06 | 7.94 | -2.51 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LBIIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.28 | -4.70 | -6.58 | | 2007 | | | 3.42 | 4.70 | -1.28 | | 2006 | | | 5.46 | 4.15 | 1.31 | | 2005 | | | 2.30 | 1.80 | 0.50 | | 2004 | | | 4.60 | 3.91 | 0.69 | | 2003 | | | 8.41 | 5.10 | 3.31 | | 2002 | | | 5.35 | 8.04 | -2.69 | | 2001 | | | 7.18 | 7.64 | -0.46 | | 2000 | | | 10.54 | 9.44 | 1.10 | | 1999 | | | -2.23 | -1.35 | -0.88 |
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| PAST QUARTERLY RETURNS (%) FOR
LBIIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.20 | 10.77 | 9.33 | N/A | | 2008 | -0.44 | -1.06 | -6.15 | -4.04 | | 2007 | 1.60 | -0.57 | 1.45 | 0.92 | | 2006 | -0.29 | -0.35 | 4.02 | 2.02 | | 2005 | -0.48 | 2.73 | -0.46 | 0.53 | | 2004 | 2.56 | -2.51 | 3.18 | 1.39 | | 2003 | 2.49 | 4.34 | 0.06 | 1.32 | | 2002 | 0.06 | 2.32 | 1.96 | 0.92 | | 2001 | 3.32 | 0.19 | 3.54 | 0.01 | | 2000 | 2.07 | 1.58 | 2.54 | 3.97 | | 1999 | N/A | N/A | N/A | -0.11 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 134 | 1122 | 11.94 | | 1-Month | 58 | 1164 | 4.98 | | 3-Month | 92 | 1154 | 7.97 | | 6-Month | 90 | 1133 | 7.94 | | 1-Year | 115 | 1113 | 10.33 | | 3-Year | 583 | 957 | 60.92 | | 5-Year | 459 | 845 | 54.32 |
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0.22% Nasdaq 
0.03 (0.37%) 
Performance
