|
| Morningstar Return Rating: | | | Year to Date Return: | 14.04% | | 5-Year Average Return: | 5.44% | | Number of Years Up: | 1 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 0.97% | |
Worst 1-Yr Total Return (2008): | 0.97% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCRRX | Category | Diff | Index* | Diff | | Year To Date | 14.04 | 14.86 | -0.82 | 7.61 | 6.43 | | 1-Month | 1.08 | 1.13 | -0.05 | 1.29 | -0.21 | | 3-Month | 2.94 | 3.76 | -0.82 | 2.86 | 0.08 | | 1-Year | 19.08 | 18.84 | 0.24 | 11.63 | 7.45 | | 3-Year | 6.67 | 4.58 | 2.09 | 6.40 | 0.27 | | 5-Year | 5.44 | 4.20 | 1.24 | 5.49 | -0.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.70 | 13.91 | -1.21 | 7.06 | 5.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.17 | 6.57 | 3.6 | 7.94 | 2.23 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCRRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.97 | -4.70 | 5.67 | | 2007 | | | N/A | 4.70 | N/A | | 2006 | | | N/A | 4.15 | N/A | | 2005 | | | N/A | 1.80 | N/A | | 2004 | | | N/A | 3.91 | N/A | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
LCRRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.37 | 3.92 | 5.39 | N/A | | 2008 | 1.15 | -0.12 | -1.31 | 1.26 | | 2007 | N/A | N/A | N/A | 2.60 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 574 | 1126 | 50.98 | | 1-Month | 1039 | 1168 | 88.96 | | 3-Month | 972 | 1158 | 83.94 | | 6-Month | 729 | 1140 | 63.95 | | 1-Year | 480 | 1120 | 42.86 | | 3-Year | | 970 | N/A | | 5-Year | | 854 | N/A |
|
|
|
|
|
0.47% Nasdaq 
Performance
