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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.71% | | 5-Year Average Return: | 5.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.71% | |
Worst 1-Yr Total Return (2008): | -2.53% | |
Best 3-Yr Total Return (2005-7): | 3.80% | |
Worst 3-Yr Total Return (2006-8): | 2.48% |
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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 | LSDIX | Category | Diff | Index* | Diff | | Year To Date | 19.71 | 14.86 | 4.85 | 7.61 | 12.1 | | 1-Month | 1.14 | 1.13 | 0.01 | 1.29 | -0.15 | | 3-Month | 3.75 | 3.76 | -0.01 | 2.86 | 0.89 | | 1-Year | 24.73 | 18.84 | 5.89 | 11.63 | 13.1 | | 3-Year | 7.09 | 4.58 | 2.51 | 6.40 | 0.69 | | 5-Year | 5.61 | 4.20 | 1.41 | 5.49 | 0.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.45 | 13.91 | 2.54 | 7.06 | 9.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.31 | 6.57 | 4.74 | 7.94 | 3.37 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSDIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.53 | -4.70 | 2.17 | | 2007 | | | 5.71 | 4.70 | 1.01 | | 2006 | | | 4.45 | 4.15 | 0.30 | | 2005 | | | 1.30 | 1.80 | -0.50 | | 2004 | | | 3.35 | 3.91 | -0.56 | | 2003 | | | 8.26 | 5.10 | 3.16 | | 2002 | | | 4.13 | 8.04 | -3.91 | | 2001 | | | 10.08 | 7.64 | 2.44 | | 2000 | | | 8.85 | 9.44 | -0.59 | | 1999 | | | 3.28 | -1.35 | 4.63 |
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| PAST QUARTERLY RETURNS (%) FOR
LSDIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.30 | 7.49 | 6.49 | N/A | | 2008 | 1.21 | -0.70 | -2.93 | -0.09 | | 2007 | 1.72 | -0.26 | 2.12 | 2.03 | | 2006 | -0.11 | 0.15 | 3.27 | 1.11 | | 2005 | -0.96 | 1.91 | -0.13 | 0.50 | | 2004 | 2.59 | -2.53 | 2.64 | 0.70 | | 2003 | 2.47 | 4.16 | 0.51 | 0.90 | | 2002 | -0.81 | 0.30 | 1.43 | 3.19 | | 2001 | 4.17 | 1.52 | 3.97 | 0.12 | | 2000 | 1.60 | 1.19 | 2.99 | 2.80 | | 1999 | N/A | N/A | N/A | 0.95 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 202 | 1126 | 17.94 | | 1-Month | 315 | 1168 | 26.97 | | 3-Month | 416 | 1158 | 35.92 | | 6-Month | 387 | 1140 | 33.95 | | 1-Year | 138 | 1120 | 12.32 | | 3-Year | 83 | 970 | 8.56 | | 5-Year | 92 | 854 | 10.77 |
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0.11% Nasdaq 
0.01%
Performance
