|
| Morningstar Return Rating: | Low | | Year to Date Return: | -3.11% | | 5-Year Average Return: | 2.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 48.34% | |
Worst 1-Yr Total Return (2008): | -51.55% | |
Best 3-Yr Total Return (2005-7): | 18.11% | |
Worst 3-Yr Total Return (2006-8): | -13.78% |
|
| 1-Year: | 43.34% | | 3-Year: | -10.20% | | 5-Year: | 3.08% | | 10-Year: | -2.08% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LINBX | Category | Diff | Index* | Diff | | Year To Date | -3.11 | -3.47 | 0.36 | -4.41 | 1.3 | | 1-Month | -3.11 | -3.47 | 0.36 | -4.41 | 1.3 | | 3-Month | 1.33 | 1.81 | -0.48 | -1.09 | 2.42 | | 1-Year | 58.06 | 55.41 | 2.65 | 39.68 | 18.38 | | 3-Year | -10.70 | -7.91 | -2.79 | -7.65 | -3.05 | | 5-Year | 2.74 | 5.17 | -2.43 | 2.99 | -0.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.39 | 65.84 | 12.55 | 59.35 | 19.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.28 | -12.89 | 4.61 | -14.95 | 6.67 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LINBX | Category | Diff | | 2009 | | | 48.34 | 49.24 | -0.90 | | 2008 | | | -51.55 | -49.02 | -2.53 | | 2007 | | | 3.45 | 12.03 | -8.58 | | 2006 | | | 27.88 | 26.79 | 1.09 | | 2005 | | | 24.54 | 24.86 | -0.32 | | 2004 | | | 19.74 | 24.38 | -4.64 | | 2003 | | | 41.64 | 54.17 | -12.53 | | 2002 | | | -22.37 | -15.43 | -6.94 | | 2001 | | | -31.64 | -24.44 | -7.20 | | 2000 | | | -23.98 | -15.12 | -8.86 |
|
| PAST QUARTERLY RETURNS (%) FOR
LINBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.30 | 36.64 | 22.55 | -0.13 | | 2008 | -12.64 | -5.10 | -25.02 | -22.07 | | 2007 | 4.69 | 6.98 | -2.01 | -5.73 | | 2006 | 12.85 | -3.11 | 3.28 | 13.24 | | 2005 | 1.36 | 1.34 | 13.31 | 7.00 | | 2004 | 9.06 | 2.02 | -4.28 | 12.43 | | 2003 | -6.18 | 18.37 | 11.57 | 14.32 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 99 | 140 | 70.71 | | 1-Month | 88 | 140 | 62.86 | | 3-Month | 110 | 136 | 80.88 | | 6-Month | 111 | 136 | 81.62 | | 1-Year | 36 | 133 | 27.07 | | 3-Year | 73 | 104 | 70.19 | | 5-Year | 61 | 80 | 76.25 |
|
|
|
|
|