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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.39% | | 5-Year Average Return: | 2.26% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 4.45% | |
Worst 1-Yr Total Return (2008): | -13.45% | |
Best 3-Yr Total Return (2004-6): | 4.19% | |
Worst 3-Yr Total Return (2006-8): | -3.57% |
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| 1-Year: | 10.20% | | 3-Year: | 1.07% | | 5-Year: | 2.31% | | 10-Year: | 4.21% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCFIX | Category | Diff | Index* | Diff | | Year To Date | 18.39 | 16.56 | 1.83 | 12.53 | 5.86 | | 1-Month | -0.52 | -0.07 | -0.45 | 0.83 | -1.35 | | 3-Month | 2.61 | 3.01 | -0.4 | 2.25 | 0.36 | | 1-Year | 16.73 | 15.24 | 1.49 | 14.17 | 2.56 | | 3-Year | 0.49 | 1.27 | -0.78 | 4.17 | -3.68 | | 5-Year | 2.26 | 2.91 | -0.65 | 4.50 | -2.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.32 | 13.07 | 1.25 | 9.40 | 4.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.24 | 0.67 | -0.43 | 5.67 | -5.43 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -13.45 | -11.05 | -2.40 | | 2007 | | | -0.55 | 0.71 | -1.26 | | 2006 | | | 4.18 | 4.58 | -0.40 | | 2005 | | | 3.94 | 3.93 | 0.01 | | 2004 | | | 4.45 | 4.37 | 0.08 | | 2003 | | | 3.67 | 4.27 | -0.60 | | 2002 | | | 7.63 | 8.03 | -0.40 | | 2001 | | | 4.41 | 3.84 | 0.57 | | 2000 | | | 14.86 | 12.79 | 2.07 | | 1999 | | | -6.36 | -4.60 | -1.76 |
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| PAST QUARTERLY RETURNS (%) FOR
LCFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.13 | 4.21 | 10.78 | N/A | | 2008 | -2.46 | 1.36 | -5.83 | -7.04 | | 2007 | 0.61 | -0.94 | 0.04 | -0.26 | | 2006 | 0.25 | -0.24 | 2.97 | 1.17 | | 2005 | 0.32 | 3.10 | -0.03 | 0.53 | | 2004 | 2.02 | -2.95 | 4.01 | 1.43 | | 2003 | 0.69 | 2.98 | -1.68 | 1.70 | | 2002 | 0.04 | 3.01 | 5.49 | -0.99 | | 2001 | 1.78 | -0.68 | 4.29 | -0.97 | | 2000 | 4.00 | 1.41 | 3.33 | 5.39 | | 1999 | N/A | N/A | N/A | -2.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 32 | 169 | 18.93 | | 1-Month | 13 | 169 | 7.69 | | 3-Month | 76 | 169 | 44.97 | | 6-Month | 60 | 169 | 35.50 | | 1-Year | 16 | 168 | 9.52 | | 3-Year | 93 | 158 | 58.86 | | 5-Year | 85 | 146 | 58.22 |
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0.19% Nasdaq 
0.04%
Performance
