34.51%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| LSBDX | 34.51 | -21.00 | 8.00 | 11.00 | 4.00 | 11.00 | 29.00 | 13.00 | 2.00 | 4.00 | 4.00 |
| Index (S&P 500) | 23.50 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | -0.23 | 0.46 | 0.60 | 34.51 | 47.30 | 4.64 | 6.20 | 8.85 |
| +/- Index (S&P 500) | + 0.07 | - 0.04 | + 0.50 | + 11.01 | - 1.50 | + 10.54 | + 5.50 | + 9.75 |
| +/- Classification Avg. | - 0.18 | - 0.10 | - 0.22 | + 13.99 | + 18.09 | + 0.32 | + 2.14 | + 2.83 |
| % Rank in Classification | 98 | 56 | 78 | 10 | 11 | 58 | 9 | 7 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Calvert Fd:Lng Term;A (CLDAX) | 10.16% | ![]() |
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| 2. Target:Total Return Bd;T (TATBX) | 9.52% | ![]() |
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| 3. Frontegra:Col Core (FRIGX) | 9.32% | ![]() |
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| 4. PIMCO:Long Dur TR;Inst (PLRIX) | 9.01% | ![]() |
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| 5. Target:Total Return Bd;R (TTBRX) | 8.95% | ![]() |
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| 6. Delaware Ext Dur Bd;Inst (DEEIX) | 7.79% | ![]() |
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| 7. PIMCO:Extend Dur;Inst (PEDIX) | 7.71% | ![]() |
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| 8. Old Westbury:Fxd Inc (OWFIX) | 7.69% | ![]() |
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| 9. Lord Abbett Income;I (LAUYX) | 7.68% | ![]() |
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| 10. Morg Stan Inst:LDFI;I (MSFIX) | 7.66% | ![]() |
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| 71. Loomis Sayles:Bd;Inst (LSBDX) | 4.64% | ![]() |
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| Amount | Date | |
| Dividend | 0.07 | 10/27/2009 |
| Capital Gains | 0.11 | 12/12/2008 |
| Dividend Frequency | Monthly | NA |