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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.27% | | 5-Year Average Return: | 3.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.77% | |
Worst 1-Yr Total Return (2008): | -27.97% | |
Best 3-Yr Total Return (2004-6): | 13.43% | |
Worst 3-Yr Total Return (2006-8): | -2.73% |
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| 1-Year: | -9.83% | | 3-Year: | -5.04% | | 5-Year: | 2.08% | | 10-Year: | 4.29% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LBSAX | Category | Diff | Index* | Diff | | Year To Date | 16.27 | 21.73 | -5.46 | 24.07 | -7.8 | | 1-Month | 5.68 | 5.16 | 0.52 | 6.00 | -0.32 | | 3-Month | 7.27 | 6.45 | 0.82 | 7.91 | -0.64 | | 1-Year | 19.71 | 24.67 | -4.96 | 25.39 | -5.68 | | 3-Year | -2.96 | -7.33 | 4.37 | -5.79 | 2.83 | | 5-Year | 3.24 | 0.27 | 2.97 | 0.71 | 2.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.43 | 47.53 | -12.1 | 45.76 | -10.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.55 | -16.99 | 4.44 | -18.25 | 5.7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LBSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.97 | -37.09 | 9.12 | | 2007 | | | 6.68 | 1.42 | 5.26 | | 2006 | | | 19.77 | 18.15 | 1.62 | | 2005 | | | 6.36 | 5.95 | 0.41 | | 2004 | | | 14.57 | 12.97 | 1.60 | | 2003 | | | 21.10 | 28.44 | -7.34 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LBSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.78 | 12.13 | 12.02 | N/A | | 2008 | -7.82 | -4.06 | -5.66 | -13.67 | | 2007 | 2.01 | 5.62 | 2.05 | -2.98 | | 2006 | 3.51 | 0.42 | 8.01 | 6.68 | | 2005 | 0.48 | 1.06 | 2.75 | 1.94 | | 2004 | 2.72 | 0.51 | 2.37 | 8.40 | | 2003 | -8.16 | 18.41 | -0.76 | 12.21 | | 2002 | N/A | N/A | N/A | N/A | | 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 | 995 | 1293 | 76.95 | | 1-Month | 214 | 1338 | 15.99 | | 3-Month | 172 | 1329 | 12.94 | | 6-Month | 1016 | 1320 | 76.97 | | 1-Year | 835 | 1280 | 65.23 | | 3-Year | 52 | 1088 | 4.78 | | 5-Year | 50 | 917 | 5.45 |
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0.31% Nasdaq 0.00%
Performance
