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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.02% | | 5-Year Average Return: | 4.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.87% | |
Worst 1-Yr Total Return (2008): | -20.26% | |
Best 3-Yr Total Return (2004-6): | 6.60% | |
Worst 3-Yr Total Return (2006-8): | -2.64% |
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| 1-Year: | 7.57% | | 3-Year: | 2.27% | | 5-Year: | 3.69% | | 10-Year: | 4.82% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LBNDX | Category | Diff | Index* | Diff | | Year To Date | 30.02 | 24.90 | 5.12 | 6.24 | 23.78 | | 1-Month | 0.97 | 1.05 | -0.08 | 0.49 | 0.48 | | 3-Month | 6.53 | 6.22 | 0.31 | 2.60 | 3.93 | | 1-Year | 30.66 | 27.17 | 3.49 | 13.79 | 16.87 | | 3-Year | 3.78 | 4.15 | -0.37 | 6.35 | -2.57 | | 5-Year | 4.59 | 4.90 | -0.31 | 5.05 | -0.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.58 | 23.09 | 4.49 | 7.06 | 20.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.81 | 4.14 | -3.33 | 7.94 | -7.13 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LBNDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.26 | -15.41 | -4.85 | | 2007 | | | 5.34 | 4.45 | 0.89 | | 2006 | | | 9.87 | 6.90 | 2.97 | | 2005 | | | 1.56 | 2.12 | -0.56 | | 2004 | | | 8.56 | 8.38 | 0.18 | | 2003 | | | 20.28 | 16.18 | 4.10 | | 2002 | | | -1.08 | 6.76 | -7.84 | | 2001 | | | 4.86 | 4.22 | 0.64 | | 2000 | | | -0.87 | 1.73 | -2.60 | | 1999 | | | 3.90 | 2.89 | 1.01 |
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| PAST QUARTERLY RETURNS (%) FOR
LBNDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.40 | 12.76 | 11.52 | N/A | | 2008 | -2.79 | 1.43 | -7.80 | -12.29 | | 2007 | 2.64 | 1.10 | 2.03 | -0.51 | | 2006 | 2.71 | -0.52 | 3.54 | 3.85 | | 2005 | -1.86 | 1.54 | 1.52 | 0.40 | | 2004 | 1.74 | -0.61 | 2.95 | 4.29 | | 2003 | 3.34 | 7.96 | 1.97 | 5.73 | | 2002 | 0.11 | -4.06 | -1.93 | 5.03 | | 2001 | 3.61 | -0.33 | -3.48 | 5.22 | | 2000 | -0.25 | 0.90 | 1.35 | -2.81 | | 1999 | N/A | N/A | N/A | 3.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 44 | 245 | 17.96 | | 1-Month | 39 | 266 | 14.66 | | 3-Month | 95 | 259 | 36.68 | | 6-Month | 86 | 254 | 33.86 | | 1-Year | 37 | 229 | 16.16 | | 3-Year | 79 | 164 | 48.17 | | 5-Year | 67 | 132 | 50.76 |
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