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| Morningstar Return Rating: | Below average | | Year to Date Return: | 1.53% | | 5-Year Average Return: | 1.63% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 27.52% | |
Worst 1-Yr Total Return (2008): | -23.04% | |
Best 3-Yr Total Return (2005-7): | 3.15% | |
Worst 3-Yr Total Return (2006-8): | -7.09% |
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| 1-Year: | 21.46% | | 3-Year: | -2.87% | | 5-Year: | 0.51% | | 10-Year: | 3.23% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LHIAX | Category | Diff | Index* | Diff | | Year To Date | 1.53 | 1.16 | 0.37 | 0.52 | 1.01 | | 1-Month | 1.53 | 1.16 | 0.37 | 0.52 | 1.01 | | 3-Month | 2.40 | 2.26 | 0.14 | 1.69 | 0.71 | | 1-Year | 22.41 | 25.06 | -2.65 | 9.49 | 12.92 | | 3-Year | -0.79 | -1.54 | 0.75 | 4.68 | -5.47 | | 5-Year | 1.63 | 1.46 | 0.17 | 4.23 | -2.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.45 | 22.89 | -3.44 | 9.40 | 10.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.14 | -6.45 | 0.31 | 5.67 | -11.81 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LHIAX | Category | Diff | | 2009 | | | 27.52 | 30.89 | -3.37 | | 2008 | | | -23.04 | -25.27 | 2.23 | | 2007 | | | -1.98 | -3.31 | 1.33 | | 2006 | | | 6.32 | 7.14 | -0.82 | | 2005 | | | 5.31 | 6.35 | -1.04 | | 2004 | | | 5.06 | 6.57 | -1.51 | | 2003 | | | 6.69 | 7.01 | -0.32 | | 2002 | | | 6.31 | 6.29 | 0.02 | | 2001 | | | 5.06 | 5.41 | -0.35 | | 2000 | | | N/A | 5.54 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LHIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.43 | 7.13 | 11.57 | -0.70 | | 2008 | -3.39 | 1.41 | -5.50 | -16.88 | | 2007 | 0.92 | -0.47 | -0.45 | -1.97 | | 2006 | 1.05 | 0.43 | 3.37 | 1.36 | | 2005 | 0.56 | 2.78 | 0.62 | 1.26 | | 2004 | 1.32 | -1.67 | 3.36 | 2.03 | | 2003 | 1.17 | 2.91 | 0.23 | 2.24 | | 2002 | 0.58 | 3.25 | 2.73 | -0.35 | | 2001 | 1.23 | 0.79 | 3.25 | -0.27 | | 2000 | N/A | N/A | N/A | 2.42 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 22 | 153 | 14.38 | | 1-Month | 29 | 153 | 18.95 | | 3-Month | 52 | 149 | 34.90 | | 6-Month | 99 | 149 | 66.44 | | 1-Year | 79 | 147 | 53.74 | | 3-Year | 52 | 128 | 40.63 | | 5-Year | 50 | 109 | 45.87 |
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1.52% Nasdaq 0.00%
Performance
