|
| Morningstar Return Rating: | Average | | Year to Date Return: | 1.39% | | 5-Year Average Return: | 6.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 50.49% | |
Worst 1-Yr Total Return (2008): | -23.43% | |
Best 3-Yr Total Return (2007-9): | 5.69% | |
Worst 3-Yr Total Return (2006-8): | -4.82% |
|
| 1-Year: | 43.34% | | 3-Year: | 3.99% | | 5-Year: | 4.57% | | 10-Year: | 5.53% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LHYAX | Category | Diff | Index* | Diff | | Year To Date | 1.39 | 1.11 | 0.28 | 1.53 | -0.14 | | 1-Month | 1.39 | 1.11 | 0.28 | 1.53 | -0.14 | | 3-Month | 5.79 | 5.20 | 0.59 | 1.23 | 4.56 | | 1-Year | 42.73 | 41.66 | 1.07 | 8.51 | 34.22 | | 3-Year | 5.72 | 3.11 | 2.61 | 6.60 | -0.88 | | 5-Year | 6.01 | 4.59 | 1.42 | 5.16 | 0.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.24 | 35.57 | -0.33 | 7.06 | 28.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.67 | 0.74 | 4.93 | 7.94 | -2.27 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LHYAX | Category | Diff | | 2009 | | | 50.49 | 46.70 | 3.79 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
LHYAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.90 | 17.35 | 14.23 | 6.02 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 168 | 581 | 28.92 | | 1-Month | 156 | 581 | 26.85 | | 3-Month | 109 | 574 | 18.99 | | 6-Month | 176 | 569 | 30.93 | | 1-Year | 222 | 545 | 40.73 | | 3-Year | 58 | 477 | 12.16 | | 5-Year | 56 | 410 | 13.66 |
|
|
|
|
|
1.52% Nasdaq 
0.02 (0.27%) 
Performance
