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| Morningstar Return Rating: | Above average | | Year to Date Return: | 32.47% | | 5-Year Average Return: | 6.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.30% | |
Worst 1-Yr Total Return (2008): | -21.82% | |
Best 3-Yr Total Return (2004-6): | 8.90% | |
Worst 3-Yr Total Return (2006-8): | -1.89% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LSBDX | Category | Diff | Index* | Diff | | Year To Date | 32.47 | 24.90 | 7.57 | 6.24 | 26.23 | | 1-Month | 0.68 | 1.05 | -0.37 | 0.49 | 0.19 | | 3-Month | 7.29 | 6.22 | 1.07 | 2.60 | 4.69 | | 1-Year | 41.47 | 27.17 | 14.3 | 13.79 | 27.68 | | 3-Year | 4.33 | 4.15 | 0.18 | 6.35 | -2.02 | | 5-Year | 6.18 | 4.90 | 1.28 | 5.05 | 1.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.11 | 23.09 | 11.02 | 7.06 | 27.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.44 | 4.14 | -1.7 | 7.94 | -5.5 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSBDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.82 | -15.41 | -6.41 | | 2007 | | | 8.53 | 4.45 | 4.08 | | 2006 | | | 11.29 | 6.90 | 4.39 | | 2005 | | | 4.28 | 2.12 | 2.16 | | 2004 | | | 11.30 | 8.38 | 2.92 | | 2003 | | | 29.18 | 16.18 | 13.00 | | 2002 | | | 13.34 | 6.76 | 6.58 | | 2001 | | | 2.66 | 4.22 | -1.56 | | 2000 | | | 4.36 | 1.73 | 2.63 | | 1999 | | | 4.50 | 2.89 | 1.61 |
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| PAST QUARTERLY RETURNS (%) FOR
LSBDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.08 | 17.21 | 12.35 | N/A | | 2008 | -1.77 | 0.44 | -13.00 | -8.92 | | 2007 | 1.99 | 1.86 | 3.23 | 1.20 | | 2006 | 2.57 | 0.53 | 4.97 | 2.82 | | 2005 | -0.95 | 2.43 | 1.99 | 0.78 | | 2004 | 2.30 | -3.53 | 6.69 | 5.71 | | 2003 | 6.82 | 11.09 | 1.93 | 6.80 | | 2002 | 1.28 | 3.25 | 0.12 | 8.26 | | 2001 | 0.44 | -0.53 | 0.06 | 2.69 | | 2000 | 4.25 | -1.00 | 0.78 | 0.34 | | 1999 | N/A | N/A | N/A | 2.63 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 22 | 245 | 8.98 | | 1-Month | 61 | 266 | 22.93 | | 3-Month | 15 | 259 | 5.79 | | 6-Month | 27 | 254 | 10.63 | | 1-Year | 6 | 229 | 2.62 | | 3-Year | 56 | 164 | 34.15 | | 5-Year | 12 | 132 | 9.09 |
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1.28% Nasdaq 
Performance
