|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.59% | | 5-Year Average Return: | 4.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.25% | |
Worst 1-Yr Total Return (2008): | -20.35% | |
Best 3-Yr Total Return (2004-6): | 7.52% | |
Worst 3-Yr Total Return (2006-8): | -3.59% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LZHOX | Category | Diff | Index* | Diff | | Year To Date | 30.59 | 40.95 | -10.36 | 6.24 | 24.35 | | 1-Month | 1.06 | 1.53 | -0.47 | 0.49 | 0.57 | | 3-Month | 5.51 | 8.19 | -2.68 | 2.60 | 2.91 | | 1-Year | 27.39 | 35.58 | -8.19 | 13.79 | 13.6 | | 3-Year | 3.34 | 2.61 | 0.73 | 6.35 | -3.01 | | 5-Year | 4.49 | 4.05 | 0.44 | 5.05 | -0.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.49 | 34.85 | -10.36 | 7.06 | 17.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.60 | 0.91 | -1.51 | 7.94 | -8.54 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LZHOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.35 | -26.41 | 6.06 | | 2007 | | | 3.03 | 1.47 | 1.56 | | 2006 | | | 9.18 | 10.14 | -0.96 | | 2005 | | | 4.22 | 2.59 | 1.63 | | 2004 | | | 9.25 | 9.99 | -0.74 | | 2003 | | | 24.38 | 24.36 | 0.02 | | 2002 | | | -11.27 | -1.52 | -9.75 | | 2001 | | | 1.72 | 2.39 | -0.67 | | 2000 | | | -15.54 | -7.12 | -8.42 | | 1999 | | | 2.68 | 5.05 | -2.37 |
|
| PAST QUARTERLY RETURNS (%) FOR
LZHOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.79 | 12.94 | 9.18 | N/A | | 2008 | -1.25 | 1.43 | -5.42 | -15.92 | | 2007 | 2.83 | 0.14 | 0.86 | -0.80 | | 2006 | 2.02 | -0.11 | 3.03 | 3.99 | | 2005 | -1.46 | 2.87 | 1.66 | 1.13 | | 2004 | 2.19 | -0.96 | 4.29 | 3.50 | | 2003 | 6.00 | 8.45 | 2.72 | 5.33 | | 2002 | 1.75 | -9.22 | -7.95 | 4.35 | | 2001 | 5.54 | -2.50 | -6.34 | 5.55 | | 2000 | -2.28 | -1.40 | -2.47 | -10.12 | | 1999 | N/A | N/A | N/A | 2.11 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 486 | 547 | 88.85 | | 1-Month | 501 | 577 | 86.83 | | 3-Month | 515 | 573 | 89.88 | | 6-Month | 492 | 553 | 88.97 | | 1-Year | 398 | 546 | 72.89 | | 3-Year | 192 | 471 | 40.76 | | 5-Year | 162 | 401 | 40.40 |
|
|
|
|
|
1.30% Nasdaq 
0.01 (0.21%) 
Performance
