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| Morningstar Return Rating: | High | | Year to Date Return: | 36.03% | | 5-Year Average Return: | 5.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.04% | |
Worst 1-Yr Total Return (2008): | -40.33% | |
Best 3-Yr Total Return (2005-7): | 13.13% | |
Worst 3-Yr Total Return (2006-8): | -8.07% |
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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 | LBMIX | Category | Diff | Index* | Diff | | Year To Date | 36.03 | 25.80 | 10.23 | 17.05 | 18.98 | | 1-Month | -5.48 | -4.37 | -1.11 | -1.86 | -3.62 | | 3-Month | 3.55 | 4.09 | -0.54 | 5.48 | -1.93 | | 1-Year | 27.31 | 16.23 | 11.08 | 9.80 | 17.51 | | 3-Year | 0.07 | -5.36 | 5.43 | -7.02 | 7.09 | | 5-Year | 5.23 | 1.68 | 3.55 | 0.33 | 4.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.97 | 47.87 | 15.1 | 45.76 | 17.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.53 | -19.87 | 8.34 | -18.25 | 6.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LBMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.33 | -43.77 | 3.44 | | 2007 | | | 20.04 | 15.09 | 4.95 | | 2006 | | | 8.45 | 9.00 | -0.55 | | 2005 | | | 11.22 | 9.84 | 1.38 | | 2004 | | | 11.36 | 13.23 | -1.87 | | 2003 | | | 35.25 | 35.96 | -0.71 | | 2002 | | | -25.44 | -27.24 | 1.80 | | 2001 | | | -19.94 | -19.98 | 0.04 | | 2000 | | | 12.70 | -4.78 | 17.48 | | 1999 | | | 48.78 | 60.49 | -11.71 |
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| PAST QUARTERLY RETURNS (%) FOR
LBMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.90 | 23.06 | 19.21 | N/A | | 2008 | -13.27 | 4.71 | -13.18 | -24.32 | | 2007 | 4.28 | 9.89 | 6.63 | -1.77 | | 2006 | 8.87 | -6.40 | 0.06 | 6.37 | | 2005 | -2.31 | 2.79 | 7.05 | 3.48 | | 2004 | 2.95 | 0.15 | -4.85 | 13.51 | | 2003 | -1.54 | 18.42 | 4.66 | 10.83 | | 2002 | -1.91 | -14.02 | -16.30 | 5.63 | | 2001 | -23.91 | 12.22 | -22.21 | 20.53 | | 2000 | 19.83 | -5.15 | 8.33 | -8.48 | | 1999 | N/A | N/A | N/A | 34.39 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 127 | 848 | 14.98 | | 1-Month | 738 | 901 | 81.91 | | 3-Month | 556 | 898 | 61.92 | | 6-Month | 295 | 868 | 33.99 | | 1-Year | 79 | 847 | 9.33 | | 3-Year | 35 | 749 | 4.67 | | 5-Year | 44 | 636 | 6.92 |
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0.11% Nasdaq 
Performance
