|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 7.00% | | 5-Year Average Return: | 5.67% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.16% | |
Worst 1-Yr Total Return (2005): | 2.92% | |
Best 3-Yr Total Return (2006-8): | 5.96% | |
Worst 3-Yr Total Return (2004-6): | 3.60% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LEINX | Category | Diff | Index* | Diff | | Year To Date | 7.00 | 6.47 | 0.53 | 7.61 | -0.61 | | 1-Month | 1.19 | 1.23 | -0.04 | 1.29 | -0.1 | | 3-Month | 2.52 | 2.69 | -0.17 | 2.86 | -0.34 | | 1-Year | 9.08 | 9.04 | 0.04 | 11.63 | -2.55 | | 3-Year | 6.72 | 5.62 | 1.1 | 6.40 | 0.32 | | 5-Year | 5.67 | 4.68 | 0.99 | 5.49 | 0.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.30 | 4.86 | -0.56 | 7.06 | -2.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.15 | 7.38 | 1.77 | 7.94 | 1.21 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LEINX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.16 | 4.76 | 2.40 | | 2007 | | | 6.07 | 6.09 | -0.02 | | 2006 | | | 4.66 | 3.47 | 1.19 | | 2005 | | | 2.92 | 1.91 | 1.01 | | 2004 | | | 3.21 | 3.01 | 0.20 | | 2003 | | | 3.00 | 1.90 | 1.10 | | 2002 | | | N/A | 9.23 | N/A | | 2001 | | | N/A | 6.81 | N/A | | 2000 | | | N/A | 10.86 | N/A | | 1999 | | | N/A | -1.35 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
LEINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.21 | 0.42 | 2.29 | N/A | | 2008 | 2.42 | -0.84 | 1.43 | 4.02 | | 2007 | 1.14 | -0.90 | 2.79 | 2.95 | | 2006 | -0.07 | -0.33 | 3.60 | 1.42 | | 2005 | 0.04 | 2.15 | -0.31 | 1.03 | | 2004 | 2.19 | -1.55 | 2.14 | 0.45 | | 2003 | 1.00 | 1.15 | 0.42 | 0.40 | | 2002 | N/A | 4.56 | 4.71 | 0.54 | | 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 | 132 | 367 | 35.97 | | 1-Month | 235 | 374 | 62.83 | | 3-Month | 160 | 374 | 42.78 | | 6-Month | 205 | 374 | 54.81 | | 1-Year | 106 | 358 | 29.61 | | 3-Year | 63 | 345 | 18.26 | | 5-Year | 40 | 318 | 12.58 |
|
|
|
|
|