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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.05% | | 5-Year Average Return: | 4.56% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 5.95% | |
Worst 1-Yr Total Return (2005): | 1.73% | |
Best 3-Yr Total Return (2006-8): | 4.85% | |
Worst 3-Yr Total Return (2004-6): | 2.49% |
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| 1-Year: | 3.13% | | 3-Year: | 4.59% | | 5-Year: | 3.83% | | 10-Year: | 4.96% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LEXBX | Category | Diff | Index* | Diff | | Year To Date | 6.05 | 6.47 | -0.42 | 7.61 | -1.56 | | 1-Month | 1.15 | 1.23 | -0.08 | 1.29 | -0.14 | | 3-Month | 2.31 | 2.69 | -0.38 | 2.86 | -0.55 | | 1-Year | 8.04 | 9.04 | -1 | 11.63 | -3.59 | | 3-Year | 5.62 | 5.62 | 0 | 6.40 | -0.78 | | 5-Year | 4.56 | 4.68 | -0.12 | 5.49 | -0.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.68 | 4.86 | -1.18 | 7.06 | -3.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.06 | 7.38 | 0.68 | 7.94 | 0.12 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LEXBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 5.95 | 4.76 | 1.19 | | 2007 | | | 5.11 | 6.09 | -0.98 | | 2006 | | | 3.50 | 3.47 | 0.03 | | 2005 | | | 1.73 | 1.91 | -0.18 | | 2004 | | | 2.24 | 3.01 | -0.77 | | 2003 | | | 1.93 | 1.90 | 0.03 | | 2002 | | | 8.95 | 9.23 | -0.28 | | 2001 | | | 7.70 | 6.81 | 0.89 | | 2000 | | | N/A | 10.86 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LEXBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.96 | 0.16 | 2.15 | N/A | | 2008 | 2.05 | -1.00 | 1.17 | 3.66 | | 2007 | 0.97 | -1.17 | 2.56 | 2.70 | | 2006 | -0.33 | -0.60 | 3.35 | 1.07 | | 2005 | -0.34 | 1.89 | -0.58 | 0.76 | | 2004 | 1.92 | -1.83 | 1.88 | 0.31 | | 2003 | 0.74 | 0.89 | 0.15 | 0.14 | | 2002 | -0.18 | 4.31 | 4.46 | 0.16 | | 2001 | 3.83 | 0.33 | 4.65 | -1.21 | | 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 | 172 | 367 | 46.87 | | 1-Month | 284 | 374 | 75.94 | | 3-Month | 228 | 374 | 60.96 | | 6-Month | 280 | 374 | 74.87 | | 1-Year | 148 | 358 | 41.34 | | 3-Year | 173 | 345 | 50.14 | | 5-Year | 150 | 318 | 47.17 |
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