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| Morningstar Return Rating: | High | | Year to Date Return: | 9.50% | | 5-Year Average Return: | 6.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 24.81% | |
Worst 1-Yr Total Return (2008): | -34.67% | |
Best 3-Yr Total Return (2005-7): | 19.28% | |
Worst 3-Yr Total Return (2006-8): | -3.87% |
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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 | LSLTX | Category | Diff | Index* | Diff | | Year To Date | 9.50 | 24.15 | -14.65 | 17.05 | -7.55 | | 1-Month | -8.27 | -2.25 | -6.02 | -1.86 | -6.41 | | 3-Month | -0.08 | 4.52 | -4.6 | 5.48 | -5.56 | | 1-Year | 6.81 | 15.35 | -8.54 | 9.80 | -2.99 | | 3-Year | -3.66 | -4.95 | 1.29 | -7.02 | 3.36 | | 5-Year | 6.33 | 0.99 | 5.34 | 0.33 | 6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.53 | 42.81 | -6.28 | 45.76 | -9.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.99 | -17.14 | -1.85 | -18.25 | -0.74 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LSLTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.67 | -40.67 | 6.00 | | 2007 | | | 20.74 | 13.35 | 7.39 | | 2006 | | | 12.62 | 7.05 | 5.57 | | 2005 | | | 24.81 | 6.71 | 18.10 | | 2004 | | | 10.94 | 7.81 | 3.13 | | 2003 | | | 55.42 | 28.66 | 26.76 | | 2002 | | | -30.41 | -27.64 | -2.77 | | 2001 | | | -13.17 | -22.30 | 9.13 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LSLTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.24 | 7.05 | 18.92 | N/A | | 2008 | -10.10 | 3.59 | -14.83 | -17.64 | | 2007 | 2.91 | 10.62 | 3.74 | 2.25 | | 2006 | 6.57 | -2.82 | -1.32 | 10.20 | | 2005 | 3.58 | 0.63 | 12.61 | 6.33 | | 2004 | 0.08 | 0.08 | -0.81 | 11.66 | | 2003 | -0.88 | 20.58 | 9.59 | 18.65 | | 2002 | -2.37 | -13.02 | -22.60 | 5.87 | | 2001 | -7.69 | 3.54 | -20.70 | 14.56 | | 2000 | N/A | N/A | 17.60 | 9.87 | | 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 | 1711 | 1802 | 94.95 | | 1-Month | 1871 | 1890 | 98.99 | | 3-Month | 1865 | 1884 | 98.99 | | 6-Month | 1808 | 1827 | 98.96 | | 1-Year | 1329 | 1797 | 73.96 | | 3-Year | 286 | 1518 | 18.84 | | 5-Year | 31 | 1251 | 2.48 |
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