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| Morningstar Return Rating: | Above average | | Year to Date Return: | -3.54% | | 5-Year Average Return: | 1.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.97% | |
Worst 1-Yr Total Return (2008): | -28.54% | |
Best 3-Yr Total Return (2005-7): | 9.95% | |
Worst 3-Yr Total Return (2007-9): | -3.86% |
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| 1-Year: | 16.44% | | 3-Year: | -3.86% | | 5-Year: | 2.21% | | 10-Year: | 4.64% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LBSCX | Category | Diff | Index* | Diff | | Year To Date | -3.54 | -2.97 | -0.57 | -3.60 | 0.06 | | 1-Month | -3.54 | -2.97 | -0.57 | -3.60 | 0.06 | | 3-Month | 3.51 | 3.98 | -0.47 | 4.16 | -0.65 | | 1-Year | 24.14 | 32.89 | -8.75 | 33.14 | -9 | | 3-Year | -5.49 | -8.60 | 3.11 | -7.24 | 1.75 | | 5-Year | 1.82 | -0.19 | 2.01 | 0.18 | 1.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.92 | 47.48 | -12.56 | 45.76 | -10.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.21 | -17.06 | 3.85 | -18.25 | 5.04 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LBSCX | Category | Diff | | 2009 | | | 17.44 | 24.13 | -6.69 | | 2008 | | | -28.54 | -37.09 | 8.55 | | 2007 | | | 5.88 | 1.42 | 4.46 | | 2006 | | | 18.97 | 18.15 | 0.82 | | 2005 | | | 5.52 | 5.95 | -0.43 | | 2004 | | | 13.71 | 12.97 | 0.74 | | 2003 | | | 20.19 | 28.44 | -8.25 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LBSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.91 | 11.97 | 11.78 | 6.53 | | 2008 | -8.03 | -4.19 | -5.91 | -13.81 | | 2007 | 1.80 | 5.40 | 1.91 | -3.17 | | 2006 | 3.31 | 0.32 | 7.82 | 6.47 | | 2005 | 0.31 | 0.89 | 2.52 | 1.70 | | 2004 | 2.48 | 0.33 | 2.23 | 8.18 | | 2003 | -8.24 | 18.12 | -0.96 | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 993 | 1325 | 74.94 | | 1-Month | 516 | 1325 | 38.94 | | 3-Month | 695 | 1313 | 52.93 | | 6-Month | 1036 | 1296 | 79.94 | | 1-Year | 966 | 1268 | 76.18 | | 3-Year | 123 | 1104 | 11.14 | | 5-Year | 106 | 914 | 11.60 |
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0.40% Nasdaq 
0.14 (1.28%) 
Performance
