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| Morningstar Return Rating: | Above average | | Year to Date Return: | 26.83% | | 5-Year Average Return: | 6.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.39% | |
Worst 1-Yr Total Return (2008): | -11.32% | |
Best 3-Yr Total Return (2005-7): | 6.98% | |
Worst 3-Yr Total Return (2006-8): | 2.17% |
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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 | LSIGX | Category | Diff | Index* | Diff | | Year To Date | 26.83 | 16.74 | 10.09 | 7.61 | 19.22 | | 1-Month | 1.74 | 1.15 | 0.59 | 1.29 | 0.45 | | 3-Month | 5.58 | 4.22 | 1.36 | 2.86 | 2.72 | | 1-Year | 36.19 | 26.34 | 9.85 | 11.63 | 24.56 | | 3-Year | 7.24 | 5.43 | 1.81 | 6.40 | 0.84 | | 5-Year | 6.87 | 4.63 | 2.24 | 5.49 | 1.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.32 | 23.40 | 2.92 | 7.06 | 19.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.08 | 9.52 | -1.44 | 7.94 | 0.14 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSIGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.32 | -3.72 | -7.60 | | 2007 | | | 10.39 | 3.10 | 7.29 | | 2006 | | | 8.94 | 4.43 | 4.51 | | 2005 | | | 1.80 | 2.23 | -0.43 | | 2004 | | | 10.26 | 6.47 | 3.79 | | 2003 | | | 24.80 | 8.79 | 16.01 | | 2002 | | | 12.55 | 8.36 | 4.19 | | 2001 | | | 9.22 | 7.85 | 1.37 | | 2000 | | | 9.04 | 9.36 | -0.32 | | 1999 | | | 2.48 | -2.73 | 5.21 |
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| PAST QUARTERLY RETURNS (%) FOR
LSIGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.23 | 11.36 | 10.89 | N/A | | 2008 | 0.40 | -0.86 | -7.61 | -3.57 | | 2007 | 1.76 | 2.59 | 3.46 | 2.21 | | 2006 | 0.80 | 1.03 | 4.85 | 2.03 | | 2005 | -0.91 | 1.06 | 1.61 | 0.03 | | 2004 | 2.98 | -3.60 | 6.20 | 4.58 | | 2003 | 4.97 | 11.98 | 0.71 | 5.42 | | 2002 | 0.99 | 5.40 | 1.14 | 4.55 | | 2001 | 2.31 | 1.59 | 2.49 | 2.53 | | 2000 | 4.39 | -0.36 | 2.43 | 2.34 | | 1999 | N/A | N/A | N/A | 1.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 9 | 50 | 18.00 | | 1-Month | 35 | 53 | 66.04 | | 3-Month | 18 | 53 | 33.96 | | 6-Month | 20 | 52 | 38.46 | | 1-Year | 15 | 50 | 30.00 | | 3-Year | 8 | 40 | 20.00 | | 5-Year | 1 | 30 | 3.33 |
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0.02% Nasdaq 0.00%
0.03 (0.24%) 
Performance
