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| Morningstar Return Rating: | High | | Year to Date Return: | 45.99% | | 5-Year Average Return: | 8.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.33% | |
Worst 1-Yr Total Return (2008): | -25.56% | |
Best 3-Yr Total Return (2004-6): | 12.23% | |
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 | 45.99 | 40.95 | 5.04 | 6.24 | 39.75 | | 1-Month | 0.81 | 1.53 | -0.72 | 0.49 | 0.32 | | 3-Month | 8.91 | 8.19 | 0.72 | 2.60 | 6.31 | | 1-Year | 44.52 | 35.58 | 8.94 | 13.79 | 30.73 | | 3-Year | 5.17 | 2.61 | 2.56 | 6.35 | -1.18 | | 5-Year | 8.02 | 4.05 | 3.97 | 5.05 | 2.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.58 | 34.85 | 7.73 | 7.06 | 35.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.29 | 0.91 | 3.38 | 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 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 15.99 | 5.05 | 10.94 |
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| PAST QUARTERLY RETURNS (%) FOR
LSHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.72 | 20.00 | 16.35 | N/A | | 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 | 2.84 | -0.48 | 0.48 | -8.34 | | 1999 | N/A | N/A | N/A | 7.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 114 | 547 | 20.84 | | 1-Month | 132 | 577 | 22.88 | | 3-Month | 63 | 573 | 10.99 | | 6-Month | 94 | 553 | 17.00 | | 1-Year | 18 | 546 | 3.30 | | 3-Year | 30 | 471 | 6.37 | | 5-Year | 1 | 401 | 0.25 |
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0.22% Nasdaq 
Performance
