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| Morningstar Return Rating: | Low | | Year to Date Return: | 23.53% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.42% | |
Worst 1-Yr Total Return (2008): | -38.59% | |
Best 3-Yr Total Return (2006-8): | -9.59% | |
Worst 3-Yr Total Return (2006-8): | -9.59% |
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| 1-Year: | -1.49% | | 3-Year: | -4.71% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTHCX | Category | Diff | Index* | Diff | | Year To Date | 23.53 | 18.76 | 4.77 | N/A | N/A | | 1-Month | -1.82 | -1.26 | -0.56 | N/A | N/A | | 3-Month | 6.82 | 5.17 | 1.65 | N/A | N/A | | 1-Year | 18.96 | 16.72 | 2.24 | N/A | N/A | | 3-Year | -6.18 | -3.41 | -2.77 | N/A | N/A | | 5-Year | N/A | 1.78 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.64 | 36.01 | 12.63 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.18 | -7.99 | -7.19 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTHCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 18.34 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LTHCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.04 | 17.67 | 17.56 | N/A | | 2008 | -8.54 | -2.18 | -13.16 | -20.96 | | 2007 | 2.19 | 3.54 | 1.91 | -3.31 | | 2006 | 6.21 | -2.52 | 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 | | 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 | 21 | 215 | 9.77 | | 1-Month | 136 | 231 | 58.87 | | 3-Month | 9 | 227 | 3.96 | | 6-Month | 13 | 225 | 5.78 | | 1-Year | 20 | 206 | 9.71 | | 3-Year | 88 | 114 | 77.19 | | 5-Year | | 49 | N/A |
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