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| Morningstar Return Rating: | High | | Year to Date Return: | 0.41% | | 5-Year Average Return: | 8.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 54.42% | |
Worst 1-Yr Total Return (2008): | -25.56% | |
Best 3-Yr Total Return (2005-7): | 8.75% | |
Worst 3-Yr Total Return (2006-8): | -3.47% |
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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 | LSHIX | Category | Diff | Index* | Diff | | Year To Date | 0.41 | 1.11 | -0.7 | 1.53 | -1.12 | | 1-Month | 0.41 | 1.11 | -0.7 | 1.53 | -1.12 | | 3-Month | 6.21 | 5.20 | 1.01 | 1.23 | 4.98 | | 1-Year | 48.65 | 41.66 | 6.99 | 8.51 | 40.14 | | 3-Year | 5.97 | 3.11 | 2.86 | 6.60 | -0.63 | | 5-Year | 8.25 | 4.59 | 3.66 | 5.16 | 3.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.58 | 35.57 | 7.01 | 7.06 | 35.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.29 | 0.74 | 3.55 | 7.94 | -3.65 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSHIX | Category | Diff | | 2009 | | | 54.42 | 46.70 | 7.72 | | 2008 | | | -25.56 | -26.41 | 0.85 | | 2007 | | | 3.89 | 1.47 | 2.42 | | 2006 | | | 16.33 | 10.14 | 6.19 | | 2005 | | | 6.43 | 2.59 | 3.84 | | 2004 | | | 14.18 | 9.99 | 4.19 | | 2003 | | | 48.01 | 24.36 | 23.65 | | 2002 | | | -0.20 | -1.52 | 1.32 | | 2001 | | | 0.23 | 2.39 | -2.16 | | 2000 | | | -5.73 | -7.12 | 1.39 |
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| PAST QUARTERLY RETURNS (%) FOR
LSHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.72 | 20.00 | 16.35 | 6.63 | | 2008 | -1.43 | 1.84 | -11.13 | -16.57 | | 2007 | 2.48 | 1.58 | 0.84 | -1.03 | | 2006 | 6.11 | -1.15 | 5.05 | 5.57 | | 2005 | -1.35 | 3.83 | 2.63 | 1.24 | | 2004 | 2.69 | -3.17 | 6.84 | 7.48 | | 2003 | 10.40 | 15.01 | 4.86 | 11.17 | | 2002 | 0.85 | -5.41 | -6.34 | 11.70 | | 2001 | 3.96 | -2.40 | -5.92 | 5.01 | | 2000 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 499 | 581 | 85.89 | | 1-Month | 534 | 581 | 91.91 | | 3-Month | 149 | 574 | 25.96 | | 6-Month | 142 | 569 | 24.96 | | 1-Year | 122 | 545 | 22.39 | | 3-Year | 34 | 477 | 7.13 | | 5-Year | 2 | 410 | 0.49 |
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1.52% Nasdaq 0.00%
Performance
