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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.45% | | 5-Year Average Return: | 4.90% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.57% | |
Worst 1-Yr Total Return (2008): | 0.45% | |
Best 3-Yr Total Return (2005-7): | 3.40% | |
Worst 3-Yr Total Return (2004-6): | 2.59% |
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| 1-Year: | 11.98% | | 3-Year: | 6.13% | | 5-Year: | 4.57% | | 10-Year: | 5.81% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCRCX | Category | Diff | Index* | Diff | | Year To Date | 13.45 | 14.86 | -1.41 | 7.61 | 5.84 | | 1-Month | 1.04 | 1.13 | -0.09 | 1.29 | -0.25 | | 3-Month | 2.82 | 3.76 | -0.94 | 2.86 | -0.04 | | 1-Year | 18.43 | 18.84 | -0.41 | 11.63 | 6.8 | | 3-Year | 6.13 | 4.58 | 1.55 | 6.40 | -0.27 | | 5-Year | 4.90 | 4.20 | 0.7 | 5.49 | -0.59 | | 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 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.45 | -4.70 | 5.15 | | 2007 | | | 5.57 | 4.70 | 0.87 | | 2006 | | | 3.20 | 4.15 | -0.95 | | 2005 | | | 1.47 | 1.80 | -0.33 | | 2004 | | | 3.12 | 3.91 | -0.79 | | 2003 | | | 3.21 | 5.10 | -1.89 | | 2002 | | | 8.76 | 8.04 | 0.72 | | 2001 | | | 9.22 | 7.64 | 1.58 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LCRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.24 | 3.79 | 5.27 | N/A | | 2008 | 1.03 | -0.24 | -1.44 | 1.13 | | 2007 | 1.30 | -1.00 | 2.73 | 2.48 | | 2006 | -0.73 | -0.43 | 3.49 | 0.89 | | 2005 | -0.37 | 2.62 | -0.97 | 0.22 | | 2004 | 2.21 | -2.55 | 2.72 | 0.79 | | 2003 | 1.04 | 2.52 | -0.40 | 0.03 | | 2002 | -0.07 | 2.74 | 3.68 | 2.18 | | 2001 | 3.27 | 0.53 | 4.94 | 0.25 | | 2000 | N/A | N/A | N/A | 4.61 | | 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 | 992 | 1168 | 84.93 | | 3-Month | 1007 | 1158 | 86.96 | | 6-Month | 786 | 1140 | 68.95 | | 1-Year | 484 | 1120 | 43.21 | | 3-Year | 261 | 970 | 26.91 | | 5-Year | 308 | 854 | 36.07 |
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Performance
