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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.59% | | 5-Year Average Return: | 0.21% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 15.40% | |
Worst 1-Yr Total Return (2008): | -33.67% | |
Best 3-Yr Total Return (2004-6): | 11.78% | |
Worst 3-Yr Total Return (2006-8): | -9.06% |
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| 1-Year: | -12.10% | | 3-Year: | -4.27% | | 5-Year: | 2.27% | | 10-Year: | 7.82% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LSMBX | Category | Diff | Index* | Diff | | Year To Date | 23.59 | 22.72 | 0.87 | 24.07 | -0.48 | | 1-Month | 3.48 | 3.14 | 0.34 | 6.00 | -2.52 | | 3-Month | 2.43 | 3.09 | -0.66 | 7.91 | -5.48 | | 1-Year | 29.54 | 29.36 | 0.18 | 25.39 | 4.15 | | 3-Year | -6.52 | -8.14 | 1.62 | -5.79 | -0.73 | | 5-Year | 0.21 | -0.30 | 0.51 | 0.71 | -0.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.81 | 57.49 | 5.32 | 45.76 | 17.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.79 | -19.40 | -0.39 | -18.25 | -1.54 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.67 | -36.56 | 2.89 | | 2007 | | | -1.41 | -1.10 | -0.31 | | 2006 | | | 15.00 | 15.03 | -0.03 | | 2005 | | | 5.23 | 6.75 | -1.52 | | 2004 | | | 15.40 | 18.94 | -3.54 | | 2003 | | | 37.70 | 43.41 | -5.71 | | 2002 | | | -9.38 | -16.22 | 6.84 | | 2001 | | | 17.46 | 8.92 | 8.54 | | 2000 | | | 16.04 | 11.89 | 4.15 | | 1999 | | | 9.76 | 19.95 | -10.19 |
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| PAST QUARTERLY RETURNS (%) FOR
LSMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.94 | 25.71 | 17.74 | N/A | | 2008 | -6.80 | 0.53 | -1.89 | -27.84 | | 2007 | 2.40 | 6.28 | -3.70 | -5.93 | | 2006 | 10.87 | -4.39 | 1.08 | 7.33 | | 2005 | -2.73 | 1.89 | 4.21 | 1.89 | | 2004 | 4.02 | 1.87 | -2.93 | 12.19 | | 2003 | -5.50 | 19.29 | 7.43 | 13.71 | | 2002 | 9.82 | -2.19 | -18.03 | 2.91 | | 2001 | 2.12 | 12.04 | -10.94 | 15.27 | | 2000 | 4.06 | 0.74 | 5.99 | 4.44 | | 1999 | N/A | N/A | N/A | 7.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 236 | 657 | 35.92 | | 1-Month | 380 | 679 | 55.96 | | 3-Month | 429 | 671 | 63.93 | | 6-Month | 245 | 663 | 36.95 | | 1-Year | 201 | 646 | 31.11 | | 3-Year | 183 | 573 | 31.94 | | 5-Year | 177 | 475 | 37.26 |
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0.08% Nasdaq 
0.13%
Performance
