|
| Morningstar Return Rating: | Average | | Year to Date Return: | 17.68% | | 5-Year Average Return: | 3.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.52% | |
Worst 1-Yr Total Return (2008): | -15.24% | |
Best 3-Yr Total Return (2004-6): | 6.20% | |
Worst 3-Yr Total Return (2006-8): | -1.42% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LPRAX | Category | Diff | Index* | Diff | | Year To Date | 17.68 | 18.06 | -0.38 | N/A | N/A | | 1-Month | 2.78 | 2.45 | 0.33 | N/A | N/A | | 3-Month | 4.93 | 4.75 | 0.18 | N/A | N/A | | 1-Year | 22.74 | 22.12 | 0.62 | N/A | N/A | | 3-Year | 1.25 | 0.76 | 0.49 | N/A | N/A | | 5-Year | 3.63 | 2.75 | 0.88 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 25.18 | 24.09 | 1.09 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.12 | -1.95 | -0.17 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LPRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -15.24 | -18.06 | 2.82 | | 2007 | | | 4.17 | 4.46 | -0.29 | | 2006 | | | 8.52 | 7.34 | 1.18 | | 2005 | | | 4.05 | 3.30 | 0.75 | | 2004 | | | 6.07 | 6.46 | -0.39 | | 2003 | | | 15.50 | 13.04 | 2.46 | | 2002 | | | -4.98 | -3.93 | -1.05 | | 2001 | | | N/A | 0.14 | N/A | | 2000 | | | N/A | 4.39 | N/A | | 1999 | | | N/A | 4.54 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
LPRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.09 | 9.42 | 9.76 | N/A | | 2008 | -1.58 | -0.75 | -5.79 | -7.90 | | 2007 | 1.62 | 0.99 | 1.65 | -0.14 | | 2006 | 1.89 | -0.47 | 3.76 | 3.13 | | 2005 | -0.84 | 2.09 | 1.43 | 1.33 | | 2004 | 2.10 | -1.55 | 0.96 | 4.52 | | 2003 | -1.71 | 11.32 | 1.36 | 4.14 | | 2002 | -0.42 | -2.56 | -4.77 | 2.84 | | 2001 | N/A | N/A | -0.90 | 2.03 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 62 | 134 | 46.27 | | 1-Month | 100 | 141 | 70.92 | | 3-Month | 84 | 137 | 61.31 | | 6-Month | 48 | 136 | 35.29 | | 1-Year | 54 | 134 | 40.30 | | 3-Year | 37 | 85 | 43.53 | | 5-Year | 13 | 55 | 23.64 |
|
|
|
|
|