|
| Morningstar Return Rating: | | | Year to Date Return: | 13.46% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 10.82% | |
Worst 1-Yr Total Return (2008): | 10.82% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LIFNX | Category | Diff | Index* | Diff | | Year To Date | 13.46 | 16.41 | -2.95 | 7.61 | 5.85 | | 1-Month | 3.34 | 2.04 | 1.3 | 1.29 | 2.05 | | 3-Month | 6.55 | 5.59 | 0.96 | 2.86 | 3.69 | | 1-Year | 21.26 | 24.00 | -2.74 | 11.63 | 9.63 | | 3-Year | N/A | 6.78 | N/A | 6.40 | N/A | | 5-Year | N/A | 4.92 | N/A | 5.49 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.59 | 18.89 | -0.3 | 7.06 | 11.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 13.81 | 7.91 | 5.9 | 7.94 | 5.87 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LIFNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 10.82 | -1.57 | 12.39 | | 2007 | | | N/A | 7.28 | N/A | | 2006 | | | N/A | 5.42 | N/A | | 2005 | | | N/A | -3.33 | N/A | | 2004 | | | N/A | 8.98 | N/A | | 2003 | | | N/A | 13.79 | N/A | | 2002 | | | N/A | 14.10 | N/A | | 2001 | | | N/A | 1.95 | N/A | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
LIFNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.89 | 7.04 | 7.38 | N/A | | 2008 | 11.42 | -5.69 | -1.80 | 7.40 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 198 | 275 | 72.00 | | 1-Month | 258 | 300 | 86.00 | | 3-Month | 208 | 290 | 71.72 | | 6-Month | 125 | 286 | 43.71 | | 1-Year | 169 | 263 | 64.26 | | 3-Year | | 189 | N/A | | 5-Year | | 163 | N/A |
|
|
|
|
|