|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.03% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.69% | |
Worst 1-Yr Total Return (2008): | -35.47% | |
Best 3-Yr Total Return (2006-8): | -7.58% | |
Worst 3-Yr Total Return (2006-8): | -7.58% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTEVX | Category | Diff | Index* | Diff | | Year To Date | 24.03 | 18.17 | 5.86 | N/A | N/A | | 1-Month | -1.43 | -1.05 | -0.38 | N/A | N/A | | 3-Month | 6.90 | 5.07 | 1.83 | N/A | N/A | | 1-Year | 20.62 | 15.95 | 4.67 | N/A | N/A | | 3-Year | -4.10 | -2.27 | -1.83 | N/A | N/A | | 5-Year | N/A | 2.60 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.46 | 32.35 | 14.11 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.60 | -6.21 | -6.39 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTEVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.47 | -27.76 | -7.71 | | 2007 | | | 5.74 | 5.84 | -0.10 | | 2006 | | | 15.69 | 11.13 | 4.56 | | 2005 | | | N/A | 4.64 | N/A | | 2004 | | | N/A | 7.39 | N/A | | 2003 | | | N/A | 14.60 | N/A | | 2002 | | | N/A | -8.35 | N/A | | 2001 | | | N/A | -6.99 | N/A | | 2000 | | | N/A | 0.21 | N/A | | 1999 | | | N/A | 13.68 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
LTEVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.60 | 16.59 | 16.79 | N/A | | 2008 | -7.39 | -1.79 | -12.05 | -19.32 | | 2007 | 2.54 | 3.38 | 2.31 | -2.51 | | 2006 | 5.75 | -1.90 | 4.16 | 7.08 | | 2005 | N/A | N/A | N/A | 3.16 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 10 | 153 | 6.54 | | 1-Month | 69 | 170 | 40.59 | | 3-Month | 1 | 166 | 0.60 | | 6-Month | 6 | 156 | 3.85 | | 1-Year | 5 | 141 | 3.55 | | 3-Year | 39 | 76 | 51.32 | | 5-Year | | 26 | N/A |
|
|
|
|
|