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| Morningstar Return Rating: | Below average | | Year to Date Return: | 9.01% | | 5-Year Average Return: | 3.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.14% | |
Worst 1-Yr Total Return (2008): | -0.82% | |
Best 3-Yr Total Return (2005-7): | 2.40% | |
Worst 3-Yr Total Return (2006-8): | 1.68% |
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| 1-Year: | 7.56% | | 3-Year: | 2.89% | | 5-Year: | 2.61% | | 10-Year: | 3.93% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCTAX | Category | Diff | Index* | Diff | | Year To Date | 9.01 | 11.05 | -2.04 | 12.53 | -3.52 | | 1-Month | 1.20 | 0.88 | 0.32 | 0.83 | 0.37 | | 3-Month | 1.74 | 1.98 | -0.24 | 2.25 | -0.51 | | 1-Year | 10.09 | 11.90 | -1.81 | 14.17 | -4.08 | | 3-Year | 3.44 | 3.31 | 0.13 | 4.17 | -0.73 | | 5-Year | 3.25 | 3.42 | -0.17 | 4.50 | -1.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.10 | 7.88 | -1.78 | 9.40 | -3.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.66 | 4.46 | 0.2 | 5.67 | -1.01 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCTAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.82 | -2.81 | 1.99 | | 2007 | | | 2.77 | 2.05 | 0.72 | | 2006 | | | 3.14 | 3.77 | -0.63 | | 2005 | | | 1.28 | 2.08 | -0.80 | | 2004 | | | 2.34 | 2.88 | -0.54 | | 2003 | | | 3.27 | 4.03 | -0.76 | | 2002 | | | N/A | 8.12 | N/A | | 2001 | | | N/A | 4.37 | N/A | | 2000 | | | N/A | 9.62 | N/A | | 1999 | | | N/A | -2.66 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LCTAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.43 | 1.41 | 4.62 | N/A | | 2008 | -0.04 | 0.11 | -2.17 | 1.31 | | 2007 | 0.45 | -0.86 | 1.99 | 1.17 | | 2006 | -0.36 | -0.18 | 3.05 | 0.64 | | 2005 | -1.07 | 2.53 | -0.62 | 0.47 | | 2004 | 1.07 | -2.44 | 3.14 | 0.62 | | 2003 | 0.70 | 2.02 | -0.28 | 0.81 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 191 | 255 | 74.90 | | 1-Month | 168 | 255 | 65.88 | | 3-Month | 145 | 255 | 56.86 | | 6-Month | 209 | 255 | 81.96 | | 1-Year | 149 | 254 | 58.66 | | 3-Year | 99 | 246 | 40.24 | | 5-Year | 118 | 236 | 50.00 |
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0.51% Nasdaq 
Performance
