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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.95% | | 5-Year Average Return: | 5.19% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.15% | |
Worst 1-Yr Total Return (2008): | 1.12% | |
Best 3-Yr Total Return (2005-7): | 4.08% | |
Worst 3-Yr Total Return (2004-6): | 3.27% |
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| 1-Year: | 8.27% | | 3-Year: | 5.05% | | 5-Year: | 4.20% | | 10-Year: | 5.88% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCRAX | Category | Diff | Index* | Diff | | Year To Date | 12.95 | 13.54 | -0.59 | 6.24 | 6.71 | | 1-Month | 0.65 | 0.89 | -0.24 | 0.49 | 0.16 | | 3-Month | 3.11 | 4.14 | -1.03 | 2.60 | 0.51 | | 1-Year | 19.52 | 17.86 | 1.66 | 13.79 | 5.73 | | 3-Year | 6.81 | 4.54 | 2.27 | 6.35 | 0.46 | | 5-Year | 5.19 | 3.85 | 1.34 | 5.05 | 0.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.79 | 13.81 | -1.02 | 7.06 | 5.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.21 | 6.49 | 3.72 | 7.94 | 2.27 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.12 | -4.70 | 5.82 | | 2007 | | | 6.15 | 4.70 | 1.45 | | 2006 | | | 3.97 | 4.15 | -0.18 | | 2005 | | | 2.14 | 1.80 | 0.34 | | 2004 | | | 3.71 | 3.91 | -0.20 | | 2003 | | | 3.82 | 5.10 | -1.28 | | 2002 | | | 9.30 | 8.04 | 1.26 | | 2001 | | | 9.46 | 7.64 | 1.82 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LCRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.40 | 3.95 | 5.43 | N/A | | 2008 | 1.19 | -0.08 | -1.27 | 1.30 | | 2007 | 1.36 | -0.74 | 2.79 | 2.65 | | 2006 | -0.56 | -0.27 | 3.75 | 1.06 | | 2005 | -0.20 | 2.87 | -0.90 | 0.39 | | 2004 | 2.37 | -2.39 | 2.96 | 0.81 | | 2003 | 1.18 | 2.68 | -0.26 | 0.19 | | 2002 | 0.01 | 2.78 | 3.86 | 2.38 | | 2001 | 3.27 | 0.53 | 5.03 | 0.38 | | 2000 | N/A | N/A | N/A | 4.71 | | 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 | 561 | 1122 | 50.00 | | 1-Month | 1001 | 1164 | 86.00 | | 3-Month | 946 | 1154 | 81.98 | | 6-Month | 747 | 1133 | 65.93 | | 1-Year | 328 | 1113 | 29.47 | | 3-Year | 132 | 957 | 13.79 | | 5-Year | 116 | 845 | 13.73 |
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1.23% Nasdaq 
0.02 (0.18%) 
Performance
