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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.41% | | 5-Year Average Return: | 2.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.23% | |
Worst 1-Yr Total Return (2008): | -6.09% | |
Best 3-Yr Total Return (2005-7): | 3.17% | |
Worst 3-Yr Total Return (2006-8): | 0.52% |
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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 | LBLAX | Category | Diff | Index* | Diff | | Year To Date | 12.41 | 9.09 | 3.32 | 6.24 | 6.17 | | 1-Month | 1.36 | 0.68 | 0.68 | 0.49 | 0.87 | | 3-Month | 3.45 | 2.53 | 0.92 | 2.60 | 0.85 | | 1-Year | 11.62 | 9.59 | 2.03 | 13.79 | -2.17 | | 3-Year | 3.34 | 3.61 | -0.27 | 6.35 | -3.01 | | 5-Year | 2.99 | 3.21 | -0.22 | 5.05 | -2.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.41 | 7.68 | 2.73 | 7.06 | 3.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.42 | 4.17 | 0.25 | 7.94 | -3.52 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LBLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.09 | -4.23 | -1.86 | | 2007 | | | 3.75 | 4.29 | -0.54 | | 2006 | | | 4.23 | 4.05 | 0.18 | | 2005 | | | 1.55 | 1.45 | 0.10 | | 2004 | | | 1.59 | 1.63 | -0.04 | | 2003 | | | 4.81 | 2.54 | 2.27 | | 2002 | | | 4.88 | 5.47 | -0.59 | | 2001 | | | 7.99 | 7.27 | 0.72 | | 2000 | | | 7.92 | 7.59 | 0.33 | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LBLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.06 | 5.29 | 4.22 | N/A | | 2008 | -0.64 | 0.22 | -3.06 | -2.71 | | 2007 | 1.30 | 0.56 | 1.11 | 0.74 | | 2006 | 0.55 | 0.62 | 1.78 | 1.21 | | 2005 | -0.57 | 1.42 | 0.20 | 0.50 | | 2004 | 1.75 | -1.97 | 1.46 | 0.38 | | 2003 | 1.50 | 2.50 | 0.17 | 0.57 | | 2002 | 0.17 | 2.21 | 1.78 | 0.65 | | 2001 | 3.38 | 1.10 | 3.14 | 0.17 | | 2000 | 1.21 | 1.75 | 2.00 | 2.75 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 117 | 419 | 27.92 | | 1-Month | 47 | 435 | 10.80 | | 3-Month | 104 | 434 | 23.96 | | 6-Month | 92 | 420 | 21.90 | | 1-Year | 87 | 419 | 20.76 | | 3-Year | 196 | 360 | 54.44 | | 5-Year | 170 | 305 | 55.74 |
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