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| Morningstar Return Rating: | Low | | Year to Date Return: | -3.66% | | 5-Year Average Return: | N/A | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 30.87% | |
Worst 1-Yr Total Return (2008): | -38.59% | |
Best 3-Yr Total Return (2007-9): | -5.72% | |
Worst 3-Yr Total Return (2006-8): | -9.59% |
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| 1-Year: | 26.87% | | 3-Year: | -6.30% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTHBX | Category | Diff | Index* | Diff | | Year To Date | -3.66 | -1.92 | -1.74 | N/A | N/A | | 1-Month | -3.66 | -1.92 | -1.74 | N/A | N/A | | 3-Month | 2.18 | 2.59 | -0.41 | N/A | N/A | | 1-Year | 35.82 | 28.76 | 7.06 | N/A | N/A | | 3-Year | -7.30 | -4.19 | -3.11 | N/A | N/A | | 5-Year | N/A | 1.47 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.73 | 36.12 | 12.61 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.19 | -8.43 | -6.76 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTHBX | Category | Diff | | 2009 | | | 30.87 | 24.25 | 6.62 | | 2008 | | | -38.59 | -29.46 | -9.13 | | 2007 | | | 4.26 | 6.02 | -1.76 | | 2006 | | | 15.42 | 11.95 | 3.47 | | 2005 | | | N/A | 5.80 | N/A | | 2004 | | | N/A | 9.61 | N/A | | 2003 | | | N/A | 21.84 | N/A | | 2002 | | | N/A | -13.42 | N/A | | 2001 | | | N/A | -9.85 | N/A | | 2000 | | | N/A | -4.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LTHBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.04 | 17.51 | 17.58 | 4.13 | | 2008 | -8.62 | -2.18 | -13.17 | -20.87 | | 2007 | 2.19 | 3.54 | 1.91 | -3.31 | | 2006 | 6.12 | -2.43 | 3.79 | 7.41 | | 2005 | N/A | N/A | N/A | 3.05 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 223 | 223 | 100.00 | | 1-Month | 223 | 223 | 100.00 | | 3-Month | 216 | 223 | 96.86 | | 6-Month | 50 | 218 | 22.94 | | 1-Year | 15 | 216 | 6.94 | | 3-Year | 115 | 135 | 85.19 | | 5-Year | | 61 | N/A |
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