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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.76% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.29% | |
Worst 1-Yr Total Return (2008): | -36.83% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -3.50% | | 3-Year: | -2.95% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LDSBX | Category | Diff | Index* | Diff | | Year To Date | 27.76 | 31.20 | -3.44 | 24.07 | 3.69 | | 1-Month | 4.97 | 5.67 | -0.7 | 6.00 | -1.03 | | 3-Month | 5.79 | 8.18 | -2.39 | 7.91 | -2.12 | | 1-Year | 32.08 | 34.04 | -1.96 | 25.39 | 6.69 | | 3-Year | -3.40 | -3.89 | 0.49 | -5.79 | 2.39 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.13 | 43.84 | 7.29 | 45.76 | 5.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.28 | -18.03 | 5.75 | -18.25 | 5.97 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LDSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.83 | -40.67 | 3.84 | | 2007 | | | 10.29 | 13.35 | -3.06 | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LDSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.59 | 18.70 | 16.80 | N/A | | 2008 | -10.19 | -1.35 | -10.91 | -19.97 | | 2007 | 2.14 | 6.40 | 3.43 | -1.88 | | 2006 | N/A | N/A | 4.27 | 6.44 | | 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 | 1163 | 1818 | 63.97 | | 1-Month | 1277 | 1906 | 67.00 | | 3-Month | 1732 | 1904 | 90.97 | | 6-Month | 1268 | 1866 | 67.95 | | 1-Year | 846 | 1815 | 46.61 | | 3-Year | 575 | 1537 | 37.41 | | 5-Year | | 1273 | N/A |
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0.20% Nasdaq 
Performance
