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| Morningstar Return Rating: | | | Year to Date Return: | 22.93% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 14.99% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LSIAX | Category | Diff | Index* | Diff | | Year To Date | 22.93 | 16.41 | 6.52 | 7.61 | 15.32 | | 1-Month | 2.99 | 2.04 | 0.95 | 1.29 | 1.7 | | 3-Month | 7.35 | 5.59 | 1.76 | 2.86 | 4.49 | | 1-Year | 32.95 | 24.00 | 8.95 | 11.63 | 21.32 | | 3-Year | N/A | 6.78 | N/A | 6.40 | N/A | | 5-Year | N/A | 4.92 | N/A | 5.49 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.22 | 18.89 | 7.33 | 7.06 | 19.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.73 | 7.91 | 3.82 | 7.94 | 3.79 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -1.57 | N/A | | 2007 | | | N/A | 7.28 | N/A | | 2006 | | | N/A | 5.42 | N/A | | 2005 | | | N/A | -3.33 | N/A | | 2004 | | | N/A | 8.98 | N/A | | 2003 | | | N/A | 13.79 | N/A | | 2002 | | | N/A | 14.10 | N/A | | 2001 | | | N/A | 1.95 | N/A | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LSIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.76 | 11.53 | 10.22 | N/A | | 2008 | N/A | -3.46 | -7.47 | 1.78 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | 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 | 49 | 275 | 17.82 | | 1-Month | 267 | 300 | 89.00 | | 3-Month | 168 | 290 | 57.93 | | 6-Month | 37 | 286 | 12.94 | | 1-Year | 58 | 263 | 22.05 | | 3-Year | | 189 | N/A | | 5-Year | | 163 | N/A |
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