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| Morningstar Return Rating: | Below average | | Year to Date Return: | 0.63% | | 5-Year Average Return: | 5.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 34.66% | |
Worst 1-Yr Total Return (2008): | -20.24% | |
Best 3-Yr Total Return (2005-7): | 5.85% | |
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 | 0.63 | 1.11 | -0.48 | 1.53 | -0.9 | | 1-Month | 0.63 | 1.11 | -0.48 | 1.53 | -0.9 | | 3-Month | 3.41 | 5.20 | -1.79 | 1.23 | 2.18 | | 1-Year | 28.44 | 41.66 | -13.22 | 8.51 | 19.93 | | 3-Year | 3.58 | 3.11 | 0.47 | 6.60 | -3.02 | | 5-Year | 5.08 | 4.59 | 0.49 | 5.16 | -0.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.54 | 35.57 | -11.03 | 7.06 | 17.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.37 | 0.74 | -1.11 | 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 | | | 34.66 | 46.70 | -12.04 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
LZHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.89 | 13.08 | 9.06 | 4.11 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 441 | 581 | 75.90 | | 1-Month | 441 | 581 | 75.90 | | 3-Month | 539 | 574 | 93.90 | | 6-Month | 534 | 569 | 93.85 | | 1-Year | 406 | 545 | 74.50 | | 3-Year | 204 | 477 | 42.77 | | 5-Year | 155 | 410 | 37.80 |
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1.52% Nasdaq 
0.01 (0.21%) 
Performance
