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| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.49% | | 5-Year Average Return: | 2.48% | | 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 (2004-6): | 12.60% | |
Worst 3-Yr Total Return (2006-8): | -3.45% |
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| 1-Year: | -5.91% | | 3-Year: | -3.88% | | 5-Year: | 2.52% | | 10-Year: | 4.12% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LBSCX | Category | Diff | Index* | Diff | | Year To Date | 15.49 | 21.73 | -6.24 | 24.07 | -8.58 | | 1-Month | 5.53 | 5.16 | 0.37 | 6.00 | -0.47 | | 3-Month | 7.07 | 6.45 | 0.62 | 7.91 | -0.84 | | 1-Year | 18.88 | 24.67 | -5.79 | 25.39 | -6.51 | | 3-Year | -3.70 | -7.33 | 3.63 | -5.79 | 2.09 | | 5-Year | 2.48 | 0.27 | 2.21 | 0.71 | 1.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.92 | 47.53 | -12.61 | 45.76 | -10.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.21 | -16.99 | 3.78 | -18.25 | 5.04 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LBSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LBSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.91 | 11.97 | 11.78 | N/A | | 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 | | 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 | 186 | 1329 | 14.00 | | 6-Month | 1095 | 1320 | 82.95 | | 1-Year | 890 | 1280 | 69.53 | | 3-Year | 96 | 1088 | 8.82 | | 5-Year | 93 | 917 | 10.14 |
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0.26% Nasdaq 0.00%
Performance
