|
| Morningstar Return Rating: | Average | | Year to Date Return: | 45.13% | | 5-Year Average Return: | 5.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.42% | |
Worst 1-Yr Total Return (2008): | -23.43% | |
Best 3-Yr Total Return (2004-6): | 7.08% | |
Worst 3-Yr Total Return (2006-8): | -4.82% |
|
| 1-Year: | 14.03% | | 3-Year: | 3.41% | | 5-Year: | 4.38% | | 10-Year: | 5.33% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LHYAX | Category | Diff | Index* | Diff | | Year To Date | 45.13 | 42.53 | 2.6 | 7.61 | 37.52 | | 1-Month | 0.62 | 1.09 | -0.47 | 1.29 | -0.67 | | 3-Month | 7.60 | 7.76 | -0.16 | 2.86 | 4.74 | | 1-Year | 54.10 | 48.90 | 5.2 | 11.63 | 42.47 | | 3-Year | 4.93 | 2.47 | 2.46 | 6.40 | -1.47 | | 5-Year | 5.16 | 4.02 | 1.14 | 5.49 | -0.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.24 | 35.54 | -0.3 | 7.06 | 28.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.67 | 0.71 | 4.96 | 7.94 | -2.27 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LHYAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.43 | -26.41 | 2.98 | | 2007 | | | 2.45 | 1.47 | 0.98 | | 2006 | | | 9.94 | 10.14 | -0.20 | | 2005 | | | 1.15 | 2.59 | -1.44 | | 2004 | | | 10.42 | 9.99 | 0.43 | | 2003 | | | 21.59 | 24.36 | -2.77 | | 2002 | | | -0.10 | -1.52 | 1.42 | | 2001 | | | 5.36 | 2.39 | 2.97 | | 2000 | | | -3.01 | -7.12 | 4.11 | | 1999 | | | 6.57 | 5.05 | 1.52 |
|
| PAST QUARTERLY RETURNS (%) FOR
LHYAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.90 | 17.35 | 14.23 | N/A | | 2008 | -3.44 | 1.99 | -7.80 | -15.66 | | 2007 | 2.98 | 0.19 | 0.46 | -1.15 | | 2006 | 2.57 | 0.01 | 2.80 | 4.27 | | 2005 | -1.74 | 1.49 | 0.87 | 0.56 | | 2004 | 1.07 | -0.32 | 4.34 | 5.04 | | 2003 | 4.06 | 8.25 | 2.40 | 5.41 | | 2002 | 1.51 | -3.59 | -3.78 | 6.10 | | 2001 | 5.14 | -1.67 | -3.99 | 6.15 | | 2000 | -1.66 | 0.99 | 0.31 | -2.65 | | 1999 | N/A | N/A | N/A | 3.99 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 168 | 543 | 30.94 | | 1-Month | 45 | 574 | 7.84 | | 3-Month | 119 | 571 | 20.84 | | 6-Month | 218 | 559 | 39.00 | | 1-Year | 127 | 543 | 23.39 | | 3-Year | 44 | 467 | 9.42 | | 5-Year | 52 | 403 | 12.90 |
|
|
|
|
|
0.03% Nasdaq 
Performance
