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| Morningstar Return Rating: | | | Year to Date Return: | -0.33% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2009): | 17.28% | |
Worst 1-Yr Total Return (2009): | 17.28% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 12.00% | | 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 | -0.33 | 0.52 | -0.85 | 1.53 | -1.86 | | 1-Month | -0.33 | 0.52 | -0.85 | 1.53 | -1.86 | | 3-Month | -2.07 | 0.13 | -2.2 | 1.23 | -3.3 | | 1-Year | 20.39 | 16.37 | 4.02 | 8.51 | 11.88 | | 3-Year | N/A | 6.86 | N/A | 6.60 | N/A | | 5-Year | N/A | 4.46 | N/A | 5.16 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.22 | 18.51 | 7.71 | 7.06 | 19.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.73 | 8.15 | 3.58 | 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 | | | 17.28 | 13.12 | 4.16 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
LSIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.76 | 11.53 | 10.22 | -0.86 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 271 | 298 | 90.94 | | 1-Month | 238 | 298 | 79.87 | | 3-Month | 267 | 294 | 90.82 | | 6-Month | 193 | 284 | 67.96 | | 1-Year | 71 | 269 | 26.39 | | 3-Year | | 186 | N/A | | 5-Year | | 159 | N/A |
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