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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.10% | | 5-Year Average Return: | 2.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.77% | |
Worst 1-Yr Total Return (2008): | -25.57% | |
Best 3-Yr Total Return (2004-6): | 9.32% | |
Worst 3-Yr Total Return (2006-8): | -4.72% |
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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 | LPRCX | Category | Diff | Index* | Diff | | Year To Date | 21.10 | 22.84 | -1.74 | N/A | N/A | | 1-Month | 3.50 | 3.41 | 0.09 | N/A | N/A | | 3-Month | 5.53 | 5.81 | -0.28 | N/A | N/A | | 1-Year | 26.48 | 27.63 | -1.15 | N/A | N/A | | 3-Year | -2.26 | -3.02 | 0.76 | N/A | N/A | | 5-Year | 2.74 | 1.76 | 0.98 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.78 | 36.11 | -0.33 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.79 | -8.41 | -0.38 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LPRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.57 | -29.46 | 3.89 | | 2007 | | | 3.06 | 6.02 | -2.96 | | 2006 | | | 12.77 | 11.95 | 0.82 | | 2005 | | | 6.28 | 5.80 | 0.48 | | 2004 | | | 9.00 | 9.61 | -0.61 | | 2003 | | | 20.37 | 21.84 | -1.47 | | 2002 | | | -13.01 | -13.42 | 0.41 | | 2001 | | | N/A | -9.85 | N/A | | 2000 | | | N/A | -4.21 | N/A | | 1999 | | | N/A | 18.34 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LPRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.43 | 13.74 | 12.62 | N/A | | 2008 | -4.43 | -0.76 | -8.51 | -14.22 | | 2007 | 1.66 | 2.29 | 1.17 | -2.04 | | 2006 | 3.93 | -0.68 | 4.00 | 5.06 | | 2005 | -1.04 | 1.77 | 3.34 | 2.11 | | 2004 | 2.38 | -0.55 | -0.59 | 7.69 | | 2003 | -2.43 | 11.29 | 2.74 | 7.91 | | 2002 | 0.29 | -7.61 | -11.58 | 6.17 | | 2001 | N/A | N/A | -9.61 | 7.09 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 161 | 212 | 75.94 | | 1-Month | 162 | 229 | 70.74 | | 3-Month | 156 | 218 | 71.56 | | 6-Month | 143 | 217 | 65.90 | | 1-Year | 127 | 204 | 62.25 | | 3-Year | 36 | 114 | 31.58 | | 5-Year | 10 | 57 | 17.54 |
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