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| Morningstar Return Rating: | Above average | | Year to Date Return: | 32.17% | | 5-Year Average Return: | 5.89% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.02% | |
Worst 1-Yr Total Return (2008): | -22.12% | |
Best 3-Yr Total Return (2004-6): | 8.62% | |
Worst 3-Yr Total Return (2006-8): | -2.19% |
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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 | LSBRX | Category | Diff | Index* | Diff | | Year To Date | 32.17 | 24.90 | 7.27 | 6.24 | 25.93 | | 1-Month | 0.66 | 1.05 | -0.39 | 0.49 | 0.17 | | 3-Month | 7.15 | 6.22 | 0.93 | 2.60 | 4.55 | | 1-Year | 40.97 | 27.17 | 13.8 | 13.79 | 27.18 | | 3-Year | 4.01 | 4.15 | -0.14 | 6.35 | -2.34 | | 5-Year | 5.89 | 4.90 | 0.99 | 5.05 | 0.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.77 | 23.09 | 10.68 | 7.06 | 26.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.14 | 4.14 | -2 | 7.94 | -5.8 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSBRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.12 | -15.41 | -6.71 | | 2007 | | | 8.26 | 4.45 | 3.81 | | 2006 | | | 10.99 | 6.90 | 4.09 | | 2005 | | | 4.01 | 2.12 | 1.89 | | 2004 | | | 11.02 | 8.38 | 2.64 | | 2003 | | | 28.83 | 16.18 | 12.65 | | 2002 | | | 13.18 | 6.76 | 6.42 | | 2001 | | | 2.29 | 4.22 | -1.93 | | 2000 | | | 4.09 | 1.73 | 2.36 | | 1999 | | | 4.23 | 2.89 | 1.34 |
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| PAST QUARTERLY RETURNS (%) FOR
LSBRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.05 | 17.07 | 12.22 | N/A | | 2008 | -1.85 | 0.37 | -13.11 | -9.02 | | 2007 | 1.93 | 1.80 | 3.17 | 1.13 | | 2006 | 2.52 | 0.48 | 4.92 | 2.69 | | 2005 | -1.01 | 2.32 | 2.04 | 0.65 | | 2004 | 2.24 | -3.59 | 6.60 | 5.66 | | 2003 | 6.69 | 11.04 | 1.87 | 6.75 | | 2002 | 1.32 | 3.19 | 0.06 | 8.19 | | 2001 | 0.36 | -0.59 | 0.00 | 2.53 | | 2000 | 4.17 | -1.08 | 0.71 | 0.31 | | 1999 | N/A | N/A | N/A | 2.60 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 24 | 245 | 9.80 | | 1-Month | 66 | 266 | 24.81 | | 3-Month | 20 | 259 | 7.72 | | 6-Month | 30 | 254 | 11.81 | | 1-Year | 7 | 229 | 3.06 | | 3-Year | 63 | 164 | 38.41 | | 5-Year | 19 | 132 | 14.39 |
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0.34% Nasdaq 
Performance
