|
| Morningstar Return Rating: | Average | | Year to Date Return: | 44.16% | | 5-Year Average Return: | 4.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.73% | |
Worst 1-Yr Total Return (2008): | -23.94% | |
Best 3-Yr Total Return (2004-6): | 6.39% | |
Worst 3-Yr Total Return (2006-8): | -5.43% |
|
| 1-Year: | 17.71% | | 3-Year: | 4.32% | | 5-Year: | 4.68% | | 10-Year: | 5.17% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LHYCX | Category | Diff | Index* | Diff | | Year To Date | 44.16 | 42.53 | 1.63 | 7.61 | 36.55 | | 1-Month | 0.60 | 1.09 | -0.49 | 1.29 | -0.69 | | 3-Month | 7.46 | 7.76 | -0.3 | 2.86 | 4.6 | | 1-Year | 53.01 | 48.90 | 4.11 | 11.63 | 41.38 | | 3-Year | 4.20 | 2.47 | 1.73 | 6.40 | -2.2 | | 5-Year | 4.48 | 4.02 | 0.46 | 5.49 | -1.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.44 | 35.54 | -1.1 | 7.06 | 27.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.87 | 0.71 | 4.16 | 7.94 | -3.07 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LHYCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.94 | -26.41 | 2.47 | | 2007 | | | 1.86 | 1.47 | 0.39 | | 2006 | | | 9.16 | 10.14 | -0.98 | | 2005 | | | 0.53 | 2.59 | -2.06 | | 2004 | | | 9.73 | 9.99 | -0.26 | | 2003 | | | 20.72 | 24.36 | -3.64 | | 2002 | | | -0.54 | -1.52 | 0.98 | | 2001 | | | 4.59 | 2.39 | 2.20 | | 2000 | | | -3.52 | -7.12 | 3.60 | | 1999 | | | 5.78 | 5.05 | 0.73 |
|
| PAST QUARTERLY RETURNS (%) FOR
LHYCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.73 | 17.20 | 13.72 | N/A | | 2008 | -3.63 | 1.83 | -7.99 | -15.76 | | 2007 | 2.82 | -0.02 | 0.42 | -1.33 | | 2006 | 2.29 | -0.15 | 2.78 | 3.99 | | 2005 | -1.92 | 1.36 | 0.72 | 0.40 | | 2004 | 0.96 | -0.56 | 4.20 | 4.91 | | 2003 | 3.78 | 8.09 | 2.33 | 5.16 | | 2002 | 1.46 | -3.85 | -3.80 | 5.98 | | 2001 | 4.97 | -1.83 | -4.24 | 5.99 | | 2000 | -1.71 | 0.73 | 0.15 | -2.71 | | 1999 | N/A | N/A | N/A | 3.89 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 238 | 543 | 43.83 | | 1-Month | 407 | 574 | 70.91 | | 3-Month | 348 | 571 | 60.95 | | 6-Month | 240 | 559 | 42.93 | | 1-Year | 173 | 543 | 31.86 | | 3-Year | 113 | 467 | 24.20 | | 5-Year | 164 | 403 | 40.69 |
|
|
|
|
|
0.01% Nasdaq 
Performance
