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| Morningstar Return Rating: | High | | Year to Date Return: | 30.99% | | 5-Year Average Return: | 7.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.22% | |
Worst 1-Yr Total Return (2008): | -17.78% | |
Best 3-Yr Total Return (2004-6): | 8.94% | |
Worst 3-Yr Total Return (2006-8): | -0.23% |
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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 | LSFIX | Category | Diff | Index* | Diff | | Year To Date | 30.99 | 24.90 | 6.09 | 6.24 | 24.75 | | 1-Month | 0.62 | 1.05 | -0.43 | 0.49 | 0.13 | | 3-Month | 6.46 | 6.22 | 0.24 | 2.60 | 3.86 | | 1-Year | 37.10 | 27.17 | 9.93 | 13.79 | 23.31 | | 3-Year | 6.04 | 4.15 | 1.89 | 6.35 | -0.31 | | 5-Year | 7.08 | 4.90 | 2.18 | 5.05 | 2.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.18 | 23.09 | 9.09 | 7.06 | 25.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.67 | 4.14 | 0.53 | 7.94 | -3.27 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.78 | -15.41 | -2.37 | | 2007 | | | 9.16 | 4.45 | 4.71 | | 2006 | | | 10.66 | 6.90 | 3.76 | | 2005 | | | 4.12 | 2.12 | 2.00 | | 2004 | | | 12.22 | 8.38 | 3.84 | | 2003 | | | 30.15 | 16.18 | 13.97 | | 2002 | | | 11.52 | 6.76 | 4.76 | | 2001 | | | 4.70 | 4.22 | 0.48 | | 2000 | | | 3.85 | 1.73 | 2.12 | | 1999 | | | 3.75 | 2.89 | 0.86 |
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| PAST QUARTERLY RETURNS (%) FOR
LSFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.70 | 15.08 | 12.33 | N/A | | 2008 | -1.03 | 1.04 | -10.46 | -8.17 | | 2007 | 2.53 | 2.47 | 2.69 | 1.17 | | 2006 | 2.47 | -0.15 | 4.83 | 3.17 | | 2005 | -1.12 | 2.86 | 1.61 | 0.75 | | 2004 | 2.35 | -3.85 | 7.24 | 6.34 | | 2003 | 6.45 | 12.55 | 1.85 | 6.66 | | 2002 | 1.42 | 2.70 | -0.64 | 7.75 | | 2001 | 1.36 | 0.18 | 0.00 | 3.11 | | 2000 | 3.82 | -1.17 | 1.10 | 0.12 | | 1999 | N/A | N/A | N/A | 2.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 29 | 245 | 11.84 | | 1-Month | 77 | 266 | 28.95 | | 3-Month | 36 | 259 | 13.90 | | 6-Month | 38 | 254 | 14.96 | | 1-Year | 10 | 229 | 4.37 | | 3-Year | 15 | 164 | 9.15 | | 5-Year | 3 | 132 | 2.27 |
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0.18% Nasdaq 0.00%
Performance
