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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.31% | | 5-Year Average Return: | 5.66% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 9.80% | |
Worst 1-Yr Total Return (2008): | -8.56% | |
Best 3-Yr Total Return (2004-6): | 4.37% | |
Worst 3-Yr Total Return (2006-8): | 2.39% |
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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 | LSGBX | Category | Diff | Index* | Diff | | Year To Date | 23.31 | 14.19 | 9.12 | 6.24 | 17.07 | | 1-Month | 1.10 | 0.74 | 0.36 | 0.49 | 0.61 | | 3-Month | 6.67 | 5.11 | 1.56 | 2.60 | 4.07 | | 1-Year | 33.56 | 22.15 | 11.41 | 13.79 | 19.77 | | 3-Year | 7.47 | 6.75 | 0.72 | 6.35 | 1.12 | | 5-Year | 5.66 | 5.08 | 0.58 | 5.05 | 0.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.64 | 18.82 | 8.82 | 7.06 | 20.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.22 | 7.98 | 0.24 | 7.94 | 0.28 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -8.56 | -1.57 | -6.99 | | 2007 | | | 8.44 | 7.28 | 1.16 | | 2006 | | | 8.24 | 5.42 | 2.82 | | 2005 | | | -4.34 | -3.33 | -1.01 | | 2004 | | | 9.80 | 8.98 | 0.82 | | 2003 | | | 21.25 | 13.79 | 7.46 | | 2002 | | | 20.39 | 14.10 | 6.29 | | 2001 | | | 5.11 | 1.95 | 3.16 | | 2000 | | | -0.34 | 3.21 | -3.55 | | 1999 | | | 3.84 | -2.86 | 6.70 |
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| PAST QUARTERLY RETURNS (%) FOR
LSGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.50 | 13.17 | 10.53 | N/A | | 2008 | 4.30 | -1.93 | -8.53 | -2.27 | | 2007 | 1.43 | -0.64 | 5.03 | 2.45 | | 2006 | 0.89 | 2.23 | 2.19 | 2.70 | | 2005 | -2.30 | -0.57 | -0.51 | -1.02 | | 2004 | 2.11 | -3.23 | 4.21 | 6.63 | | 2003 | 5.00 | 7.77 | 1.56 | 5.49 | | 2002 | 0.53 | 9.23 | 2.09 | 7.39 | | 2001 | -0.93 | -0.75 | 4.73 | 2.08 | | 2000 | -0.87 | -0.70 | -3.19 | 4.59 | | 1999 | N/A | N/A | N/A | -0.28 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 16 | 272 | 5.88 | | 1-Month | 46 | 292 | 15.75 | | 3-Month | 91 | 287 | 31.71 | | 6-Month | 25 | 282 | 8.87 | | 1-Year | 9 | 260 | 3.46 | | 3-Year | 57 | 188 | 30.32 | | 5-Year | 36 | 163 | 22.09 |
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