|
| Morningstar Return Rating: | Average | | Year to Date Return: | 40.56% | | 5-Year Average Return: | 1.54% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 23.03% | |
Worst 1-Yr Total Return (2008): | -45.00% | |
Best 3-Yr Total Return (2004-6): | 14.24% | |
Worst 3-Yr Total Return (2006-8): | -12.29% |
|
| 1-Year: | -1.01% | | 3-Year: | -6.55% | | 5-Year: | 2.78% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LFTAX | Category | Diff | Index* | Diff | | Year To Date | 40.56 | 30.74 | 9.82 | 24.07 | 16.49 | | 1-Month | 5.92 | 4.28 | 1.64 | 6.00 | -0.08 | | 3-Month | 7.30 | 5.45 | 1.85 | 7.91 | -0.61 | | 1-Year | 50.52 | 36.41 | 14.11 | 25.39 | 25.13 | | 3-Year | -7.86 | -6.04 | -1.82 | -5.79 | -2.07 | | 5-Year | 1.54 | 0.99 | 0.55 | 0.71 | 0.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 79.10 | 54.55 | 24.55 | 45.76 | 33.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.85 | -16.09 | 0.24 | -18.25 | 2.4 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LFTAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.00 | -39.18 | -5.82 | | 2007 | | | -0.28 | 4.85 | -5.13 | | 2006 | | | 23.03 | 14.03 | 9.00 | | 2005 | | | 10.82 | 9.25 | 1.57 | | 2004 | | | 9.34 | 16.30 | -6.96 | | 2003 | | | 34.51 | 36.28 | -1.77 | | 2002 | | | -8.85 | -16.55 | 7.70 | | 2001 | | | -19.22 | -3.12 | -16.10 | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
LFTAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.21 | 28.99 | 23.45 | N/A | | 2008 | -11.29 | -3.17 | -11.84 | -27.38 | | 2007 | 3.20 | 4.83 | -1.44 | -6.48 | | 2006 | 12.38 | -2.97 | 3.35 | 9.17 | | 2005 | -4.21 | 2.14 | 8.38 | 4.51 | | 2004 | 1.25 | -2.09 | -2.01 | 12.56 | | 2003 | -6.53 | 21.33 | 4.43 | 13.58 | | 2002 | 3.97 | -6.17 | -13.93 | 8.55 | | 2001 | -11.20 | -0.41 | -19.35 | 13.26 | | 2000 | N/A | N/A | N/A | -14.08 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 85 | 450 | 18.89 | | 1-Month | 316 | 479 | 65.97 | | 3-Month | 337 | 476 | 70.80 | | 6-Month | 47 | 472 | 9.96 | | 1-Year | 64 | 450 | 14.22 | | 3-Year | 232 | 367 | 63.22 | | 5-Year | 129 | 293 | 44.03 |
|
|
|
|
|
0.20% Nasdaq 
Performance
