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| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.16% | | 5-Year Average Return: | 5.49% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.12% | |
Worst 1-Yr Total Return (2008): | 0.93% | |
Best 3-Yr Total Return (2005-7): | 3.96% | |
Worst 3-Yr Total Return (2004-6): | 3.16% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCRPX | Category | Diff | Index* | Diff | | Year To Date | 14.16 | 14.86 | -0.7 | 7.61 | 6.55 | | 1-Month | 1.08 | 1.13 | -0.05 | 1.29 | -0.21 | | 3-Month | 3.04 | 3.76 | -0.72 | 2.86 | 0.18 | | 1-Year | 19.07 | 18.84 | 0.23 | 11.63 | 7.44 | | 3-Year | 6.72 | 4.58 | 2.14 | 6.40 | 0.32 | | 5-Year | 5.49 | 4.20 | 1.29 | 5.49 | 0 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.81 | 13.91 | -1.1 | 7.06 | 5.75 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.09 | 6.57 | 3.52 | 7.94 | 2.15 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCRPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.93 | -4.70 | 5.63 | | 2007 | | | 6.12 | 4.70 | 1.42 | | 2006 | | | 3.77 | 4.15 | -0.38 | | 2005 | | | 2.03 | 1.80 | 0.23 | | 2004 | | | 3.68 | 3.91 | -0.23 | | 2003 | | | 3.71 | 5.10 | -1.39 | | 2002 | | | 9.30 | 8.04 | 1.26 | | 2001 | | | 9.54 | 7.64 | 1.90 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LCRPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.47 | 3.92 | 5.39 | N/A | | 2008 | 1.16 | -0.10 | -1.29 | 1.17 | | 2007 | 1.43 | -0.85 | 2.85 | 2.60 | | 2006 | -0.68 | -0.29 | 3.71 | 1.03 | | 2005 | -0.23 | 2.84 | -0.91 | 0.37 | | 2004 | 2.43 | -2.49 | 2.94 | 0.84 | | 2003 | 1.15 | 2.62 | -0.26 | 0.17 | | 2002 | 0.10 | 2.84 | 3.84 | 2.25 | | 2001 | 3.27 | 0.53 | 5.13 | 0.38 | | 2000 | N/A | N/A | N/A | 4.81 | | 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 | 574 | 1126 | 50.98 | | 1-Month | 1027 | 1168 | 87.93 | | 3-Month | 949 | 1158 | 81.95 | | 6-Month | 729 | 1140 | 63.95 | | 1-Year | 451 | 1120 | 40.27 | | 3-Year | 170 | 970 | 17.53 | | 5-Year | 167 | 854 | 19.56 |
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0.26% Nasdaq 0.00%
0.01 (0.09%) 
Performance
