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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.54% | | 5-Year Average Return: | 4.91% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.59% | |
Worst 1-Yr Total Return (2008): | 0.37% | |
Best 3-Yr Total Return (2005-7): | 3.41% | |
Worst 3-Yr Total Return (2004-6): | 2.60% |
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| 1-Year: | 7.98% | | 3-Year: | 5.21% | | 5-Year: | 4.22% | | 10-Year: | 5.80% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCRBX | Category | Diff | Index* | Diff | | Year To Date | 13.54 | 14.86 | -1.32 | 7.61 | 5.93 | | 1-Month | 1.04 | 1.13 | -0.09 | 1.29 | -0.25 | | 3-Month | 2.91 | 3.76 | -0.85 | 2.86 | 0.05 | | 1-Year | 18.41 | 18.84 | -0.43 | 11.63 | 6.78 | | 3-Year | 6.13 | 4.58 | 1.55 | 6.40 | -0.27 | | 5-Year | 4.91 | 4.20 | 0.71 | 5.49 | -0.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.41 | 13.91 | -1.5 | 7.06 | 5.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.53 | 6.57 | 2.96 | 7.94 | 1.59 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCRBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.37 | -4.70 | 5.07 | | 2007 | | | 5.59 | 4.70 | 0.89 | | 2006 | | | 3.31 | 4.15 | -0.84 | | 2005 | | | 1.39 | 1.80 | -0.41 | | 2004 | | | 3.12 | 3.91 | -0.79 | | 2003 | | | 3.29 | 5.10 | -1.81 | | 2002 | | | 8.66 | 8.04 | 0.62 | | 2001 | | | 9.27 | 7.64 | 1.63 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LCRBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.34 | 3.69 | 5.27 | N/A | | 2008 | 0.93 | -0.24 | -1.44 | 1.13 | | 2007 | 1.20 | -0.90 | 2.63 | 2.59 | | 2006 | -0.73 | -0.43 | 3.59 | 0.89 | | 2005 | -0.46 | 2.72 | -1.06 | 0.23 | | 2004 | 2.21 | -2.55 | 2.72 | 0.79 | | 2003 | 1.12 | 2.43 | -0.30 | 0.03 | | 2002 | -0.04 | 2.70 | 3.66 | 2.10 | | 2001 | 3.37 | 0.53 | 4.93 | 0.22 | | 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 | 619 | 1126 | 54.97 | | 1-Month | 1086 | 1168 | 92.98 | | 3-Month | 1007 | 1158 | 86.96 | | 6-Month | 786 | 1140 | 68.95 | | 1-Year | 485 | 1120 | 43.30 | | 3-Year | 259 | 970 | 26.70 | | 5-Year | 307 | 854 | 35.95 |
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Performance
