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| Morningstar Return Rating: | Below average | | Year to Date Return: | 31.04% | | 5-Year Average Return: | 4.85% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.78% | |
Worst 1-Yr Total Return (2008): | -20.24% | |
Best 3-Yr Total Return (2004-6): | 7.91% | |
Worst 3-Yr Total Return (2006-8): | -3.21% |
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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 | LZHYX | Category | Diff | Index* | Diff | | Year To Date | 31.04 | 40.95 | -9.91 | 6.24 | 24.8 | | 1-Month | 1.31 | 1.53 | -0.22 | 0.49 | 0.82 | | 3-Month | 5.61 | 8.19 | -2.58 | 2.60 | 3.01 | | 1-Year | 27.83 | 35.58 | -7.75 | 13.79 | 14.04 | | 3-Year | 3.72 | 2.61 | 1.11 | 6.35 | -2.63 | | 5-Year | 4.85 | 4.05 | 0.8 | 5.05 | -0.2 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.54 | 34.85 | -10.31 | 7.06 | 17.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.37 | 0.91 | -1.28 | 7.94 | -8.31 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LZHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.24 | -26.41 | 6.17 | | 2007 | | | 3.63 | 1.47 | 2.16 | | 2006 | | | 9.71 | 10.14 | -0.43 | | 2005 | | | 4.33 | 2.59 | 1.74 | | 2004 | | | 9.78 | 9.99 | -0.21 | | 2003 | | | 24.55 | 24.36 | 0.19 | | 2002 | | | -11.14 | -1.52 | -9.62 | | 2001 | | | 2.03 | 2.39 | -0.36 | | 2000 | | | -15.19 | -7.12 | -8.07 | | 1999 | | | 2.94 | 5.05 | -2.11 |
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| PAST QUARTERLY RETURNS (%) FOR
LZHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.89 | 13.08 | 9.06 | N/A | | 2008 | -1.19 | 1.51 | -5.38 | -15.96 | | 2007 | 2.72 | 0.12 | 0.93 | -0.17 | | 2006 | 2.29 | -0.23 | 3.30 | 4.07 | | 2005 | -1.39 | 2.76 | 1.73 | 1.21 | | 2004 | 2.26 | -0.90 | 4.38 | 3.78 | | 2003 | 6.08 | 8.74 | 2.61 | 5.22 | | 2002 | 1.84 | -9.32 | -7.71 | 4.25 | | 2001 | 5.61 | -2.58 | -6.28 | 5.82 | | 2000 | -2.10 | -1.32 | -2.40 | -10.05 | | 1999 | N/A | N/A | N/A | 2.08 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 481 | 547 | 87.93 | | 1-Month | 421 | 577 | 72.96 | | 3-Month | 504 | 573 | 87.96 | | 6-Month | 486 | 553 | 87.88 | | 1-Year | 389 | 546 | 71.25 | | 3-Year | 149 | 471 | 31.63 | | 5-Year | 115 | 401 | 28.68 |
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0.01% Nasdaq 0.00%
Performance
