|
| Morningstar Return Rating: | | | Year to Date Return: | 20.95% | | 5-Year Average Return: | 2.93% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -11.60% | |
Worst 1-Yr Total Return (2008): | -11.60% | |
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 | LDMQX | Category | Diff | Index* | Diff | | Year To Date | 20.95 | 32.12 | -11.17 | 7.61 | 13.34 | | 1-Month | 1.85 | 1.44 | 0.41 | 1.29 | 0.56 | | 3-Month | 4.30 | 6.67 | -2.37 | 2.86 | 1.44 | | 1-Year | 26.33 | 41.79 | -15.46 | 11.63 | 14.7 | | 3-Year | 4.33 | 5.50 | -1.17 | 6.40 | -2.07 | | 5-Year | 2.93 | 7.74 | -4.81 | 5.49 | -2.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.70 | 33.40 | -6.7 | 7.06 | 19.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.64 | 2.19 | -4.83 | 7.94 | -10.58 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LDMQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.61 | -17.64 | 6.03 | | 2007 | | | N/A | 5.36 | N/A | | 2006 | | | N/A | 10.99 | N/A | | 2005 | | | N/A | 11.50 | N/A | | 2004 | | | N/A | 12.31 | N/A | | 2003 | | | N/A | 30.83 | N/A | | 2002 | | | N/A | 12.69 | N/A | | 2001 | | | N/A | 12.83 | N/A | | 2000 | | | N/A | 12.68 | N/A | | 1999 | | | N/A | 29.58 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
LDMQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.53 | 13.20 | 6.48 | N/A | | 2008 | 2.74 | 4.56 | -5.99 | -12.47 | | 2007 | N/A | N/A | N/A | 3.43 | | 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 | 108 | 112 | 96.43 | | 1-Month | 99 | 113 | 87.61 | | 3-Month | 108 | 113 | 95.58 | | 6-Month | 109 | 112 | 97.32 | | 1-Year | 92 | 108 | 85.19 | | 3-Year | | 73 | N/A | | 5-Year | | 53 | N/A |
|
|
|
|
|
0.47% Nasdaq 
Performance
