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| Morningstar Return Rating: | | | Year to Date Return: | 18.95% | | 5-Year Average Return: | 3.20% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -11.58% | |
Worst 1-Yr Total Return (2008): | -11.58% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | LDMRX | Category | Diff | Index* | Diff | | Year To Date | 18.95 | 30.28 | -11.33 | 6.24 | 12.71 | | 1-Month | 0.22 | 0.37 | -0.15 | 0.49 | -0.27 | | 3-Month | 2.45 | 7.25 | -4.8 | 2.60 | -0.15 | | 1-Year | 17.27 | 40.66 | -23.39 | 13.79 | 3.48 | | 3-Year | 4.55 | 5.60 | -1.05 | 6.35 | -1.8 | | 5-Year | 3.20 | 7.82 | -4.62 | 5.05 | -1.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.66 | 33.40 | -6.74 | 7.06 | 19.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.85 | 2.73 | -5.58 | 7.94 | -10.79 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LDMRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.58 | -17.64 | 6.06 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
LDMRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.47 | 13.28 | 6.34 | N/A | | 2008 | 2.93 | 4.58 | -6.20 | -12.44 | | 2007 | N/A | N/A | N/A | 3.29 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 106 | 112 | 94.64 | | 1-Month | 22 | 113 | 19.47 | | 3-Month | 99 | 113 | 87.61 | | 6-Month | 108 | 112 | 96.43 | | 1-Year | 85 | 108 | 78.70 | | 3-Year | | 72 | N/A | | 5-Year | | 52 | N/A |
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