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| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.48% | | 5-Year Average Return: | 2.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.96% | |
Worst 1-Yr Total Return (2008): | -28.52% | |
Best 3-Yr Total Return (2004-6): | 12.59% | |
Worst 3-Yr Total Return (2006-8): | -3.44% |
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| 1-Year: | -9.63% | | 3-Year: | -4.76% | | 5-Year: | 2.16% | | 10-Year: | 4.13% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LBSBX | Category | Diff | Index* | Diff | | Year To Date | 15.48 | 21.73 | -6.25 | 24.07 | -8.59 | | 1-Month | 5.62 | 5.16 | 0.46 | 6.00 | -0.38 | | 3-Month | 7.06 | 6.45 | 0.61 | 7.91 | -0.85 | | 1-Year | 18.86 | 24.67 | -5.81 | 25.39 | -6.53 | | 3-Year | -3.70 | -7.33 | 3.63 | -5.79 | 2.09 | | 5-Year | 2.47 | 0.27 | 2.2 | 0.71 | 1.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.88 | 47.53 | -12.65 | 45.76 | -10.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.20 | -16.99 | 3.79 | -18.25 | 5.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LBSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.52 | -37.09 | 8.57 | | 2007 | | | 5.88 | 1.42 | 4.46 | | 2006 | | | 18.96 | 18.15 | 0.81 | | 2005 | | | 5.51 | 5.95 | -0.44 | | 2004 | | | 13.70 | 12.97 | 0.73 | | 2003 | | | 20.17 | 28.44 | -8.27 | | 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
LBSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.00 | 12.08 | 11.77 | N/A | | 2008 | -8.02 | -4.19 | -5.90 | -13.80 | | 2007 | 1.79 | 5.40 | 1.91 | -3.16 | | 2006 | 3.31 | 0.32 | 7.73 | 6.55 | | 2005 | 0.30 | 0.89 | 2.52 | 1.70 | | 2004 | 2.48 | 0.33 | 2.23 | 8.17 | | 2003 | -8.23 | 18.11 | -0.98 | 11.97 | | 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 | 1073 | 1293 | 82.99 | | 1-Month | 294 | 1338 | 21.97 | | 3-Month | 199 | 1329 | 14.97 | | 6-Month | 1082 | 1320 | 81.97 | | 1-Year | 886 | 1280 | 69.22 | | 3-Year | 95 | 1088 | 8.73 | | 5-Year | 94 | 917 | 10.25 |
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0.02% Nasdaq 0.00%
Performance
