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| Morningstar Return Rating: | Average | | Year to Date Return: | 30.58% | | 5-Year Average Return: | 4.95% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.29% | |
Worst 1-Yr Total Return (2008): | -20.14% | |
Best 3-Yr Total Return (2004-6): | 7.00% | |
Worst 3-Yr Total Return (2006-8): | -2.35% |
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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 | LBNYX | Category | Diff | Index* | Diff | | Year To Date | 30.58 | 24.90 | 5.68 | 6.24 | 24.34 | | 1-Month | 1.15 | 1.05 | 0.1 | 0.49 | 0.66 | | 3-Month | 6.65 | 6.22 | 0.43 | 2.60 | 4.05 | | 1-Year | 31.10 | 27.17 | 3.93 | 13.79 | 17.31 | | 3-Year | 4.18 | 4.15 | 0.03 | 6.35 | -2.17 | | 5-Year | 4.95 | 4.90 | 0.05 | 5.05 | -0.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.60 | 23.09 | 4.51 | 7.06 | 20.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.21 | 4.14 | -2.93 | 7.94 | -6.73 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LBNYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.14 | -15.41 | -4.73 | | 2007 | | | 5.72 | 4.45 | 1.27 | | 2006 | | | 10.29 | 6.90 | 3.39 | | 2005 | | | 1.93 | 2.12 | -0.19 | | 2004 | | | 8.97 | 8.38 | 0.59 | | 2003 | | | 20.58 | 16.18 | 4.40 | | 2002 | | | -0.66 | 6.76 | -7.42 | | 2001 | | | 5.44 | 4.22 | 1.22 | | 2000 | | | -0.61 | 1.73 | -2.34 | | 1999 | | | 4.27 | 2.89 | 1.38 |
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| PAST QUARTERLY RETURNS (%) FOR
LBNYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.51 | 12.94 | 11.51 | N/A | | 2008 | -2.83 | 1.52 | -7.75 | -12.25 | | 2007 | 2.61 | 1.32 | 1.99 | -0.30 | | 2006 | 2.82 | -0.43 | 3.64 | 3.95 | | 2005 | -1.78 | 1.63 | 1.61 | 0.49 | | 2004 | 1.83 | -0.53 | 3.05 | 4.39 | | 2003 | 3.44 | 7.92 | 2.06 | 5.83 | | 2002 | 0.08 | -3.83 | -1.84 | 5.15 | | 2001 | 3.84 | -0.22 | -3.52 | 5.47 | | 2000 | -0.16 | 1.00 | 1.45 | -2.84 | | 1999 | N/A | N/A | N/A | 3.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 34 | 245 | 13.88 | | 1-Month | 31 | 266 | 11.65 | | 3-Month | 82 | 259 | 31.66 | | 6-Month | 83 | 254 | 32.68 | | 1-Year | 34 | 229 | 14.85 | | 3-Year | 66 | 164 | 40.24 | | 5-Year | 56 | 132 | 42.42 |
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0.22% Nasdaq 
Performance
