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| Morningstar Return Rating: | Low | | Year to Date Return: | 16.95% | | 5-Year Average Return: | 1.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.20% | |
Worst 1-Yr Total Return (2008): | -24.21% | |
Best 3-Yr Total Return (2005-7): | 5.47% | |
Worst 3-Yr Total Return (2006-8): | -4.87% |
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| 1-Year: | -4.16% | | 3-Year: | -2.53% | | 5-Year: | 1.05% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LBMVX | Category | Diff | Index* | Diff | | Year To Date | 16.95 | 19.41 | -2.46 | N/A | N/A | | 1-Month | 2.09 | 2.38 | -0.29 | N/A | N/A | | 3-Month | 4.30 | 4.88 | -0.58 | N/A | N/A | | 1-Year | 19.16 | 23.37 | -4.21 | N/A | N/A | | 3-Year | -2.26 | 0.45 | -2.71 | N/A | N/A | | 5-Year | 1.09 | 2.90 | -1.81 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.71 | 25.19 | -0.48 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.65 | -3.19 | -4.46 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LBMVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.21 | -18.61 | -5.60 | | 2007 | | | 4.97 | 4.53 | 0.44 | | 2006 | | | 8.20 | 8.16 | 0.04 | | 2005 | | | 3.31 | 2.97 | 0.34 | | 2004 | | | 4.19 | 5.46 | -1.27 | | 2003 | | | 15.98 | 12.34 | 3.64 | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LBMVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.09 | 9.59 | 9.62 | N/A | | 2008 | -4.57 | -1.41 | -7.50 | -12.92 | | 2007 | 1.79 | 2.76 | 1.41 | -1.04 | | 2006 | 2.84 | -1.36 | 3.08 | 3.47 | | 2005 | -1.33 | 2.04 | 1.65 | 0.94 | | 2004 | 1.83 | -1.15 | -0.82 | 4.36 | | 2003 | -1.43 | 8.65 | 2.23 | 5.93 | | 2002 | N/A | N/A | N/A | 4.37 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 440 | 639 | 68.86 | | 1-Month | 451 | 655 | 68.85 | | 3-Month | 437 | 653 | 66.92 | | 6-Month | 433 | 647 | 66.92 | | 1-Year | 367 | 635 | 57.80 | | 3-Year | 392 | 514 | 76.26 | | 5-Year | 251 | 349 | 71.92 |
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0.26% Nasdaq 
Performance
