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| Morningstar Return Rating: | Average | | Year to Date Return: | 2.83% | | 5-Year Average Return: | 4.88% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 8.64% | |
Worst 1-Yr Total Return (2005): | 2.48% | |
Best 3-Yr Total Return (2006-8): | 6.10% | |
Worst 3-Yr Total Return (2004-6): | 3.44% |
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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 | LFSZX | Category | Diff | Index* | Diff | | Year To Date | 2.83 | 6.47 | -3.64 | 7.61 | -4.78 | | 1-Month | 1.19 | 1.23 | -0.04 | 1.29 | -0.1 | | 3-Month | 2.49 | 2.69 | -0.2 | 2.86 | -0.37 | | 1-Year | 5.05 | 9.04 | -3.99 | 11.63 | -6.58 | | 3-Year | 5.56 | 5.62 | -0.06 | 6.40 | -0.84 | | 5-Year | 4.88 | 4.68 | 0.2 | 5.49 | -0.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.32 | 4.86 | -1.54 | 7.06 | -3.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.31 | 7.38 | -1.07 | 7.94 | -1.63 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LFSZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 8.64 | 4.76 | 3.88 | | 2007 | | | 5.97 | 6.09 | -0.12 | | 2006 | | | 3.74 | 3.47 | 0.27 | | 2005 | | | 2.48 | 1.91 | 0.57 | | 2004 | | | 4.11 | 3.01 | 1.10 | | 2003 | | | 2.26 | 1.90 | 0.36 | | 2002 | | | 9.59 | 9.23 | 0.36 | | 2001 | | | 6.95 | 6.81 | 0.14 | | 2000 | | | 12.36 | 10.86 | 1.50 | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LFSZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.05 | -0.40 | 2.65 | N/A | | 2008 | 2.78 | -1.20 | 1.56 | 5.35 | | 2007 | 1.35 | -1.06 | 2.29 | 3.31 | | 2006 | -0.87 | -0.26 | 3.89 | 0.99 | | 2005 | -0.29 | 3.04 | -0.80 | 0.55 | | 2004 | 2.54 | -2.37 | 3.21 | 0.76 | | 2003 | 0.80 | 2.04 | -0.69 | 0.11 | | 2002 | -0.31 | 4.06 | 5.09 | 0.53 | | 2001 | 2.35 | -0.20 | 5.47 | -0.73 | | 2000 | 1.69 | 1.48 | 3.00 | 5.70 | | 1999 | N/A | N/A | N/A | -0.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 282 | 367 | 76.84 | | 1-Month | 216 | 374 | 57.75 | | 3-Month | 209 | 374 | 55.88 | | 6-Month | 157 | 374 | 41.98 | | 1-Year | 247 | 358 | 68.99 | | 3-Year | 166 | 345 | 48.12 | | 5-Year | 129 | 318 | 40.57 |
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0.51% Nasdaq 
0.03 (0.28%) 
Performance
