|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.89% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.11% | |
Worst 1-Yr Total Return (2008): | -38.33% | |
Best 3-Yr Total Return (2006-8): | -9.11% | |
Worst 3-Yr Total Return (2006-8): | -9.11% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTHRX | Category | Diff | Index* | Diff | | Year To Date | 23.89 | 18.76 | 5.13 | N/A | N/A | | 1-Month | -1.81 | -1.26 | -0.55 | N/A | N/A | | 3-Month | 6.78 | 5.17 | 1.61 | N/A | N/A | | 1-Year | 19.60 | 16.72 | 2.88 | N/A | N/A | | 3-Year | -5.74 | -3.41 | -2.33 | 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) | 48.99 | 36.01 | 12.98 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.76 | -7.99 | -6.77 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTHRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.33 | -29.46 | -8.87 | | 2007 | | | 4.85 | 6.02 | -1.17 | | 2006 | | | 16.11 | 11.95 | 4.16 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
LTHRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.01 | 17.77 | 17.76 | N/A | | 2008 | -8.51 | -2.08 | -13.01 | -20.87 | | 2007 | 2.35 | 3.69 | 1.98 | -3.12 | | 2006 | 6.40 | -2.33 | 3.95 | 7.49 | | 2005 | N/A | N/A | N/A | 3.15 | | 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 | 17 | 215 | 7.91 | | 1-Month | 90 | 231 | 38.96 | | 3-Month | 4 | 227 | 1.76 | | 6-Month | 4 | 225 | 1.78 | | 1-Year | 15 | 206 | 7.28 | | 3-Year | 82 | 114 | 71.93 | | 5-Year | | 49 | N/A |
|
|
|
|
|