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| Morningstar Return Rating: | Low | | Year to Date Return: | 23.74% | | 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): | -40.54% | |
Best 3-Yr Total Return (2006-8): | -10.29% | |
Worst 3-Yr Total Return (2006-8): | -10.29% |
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| 1-Year: | -5.19% | | 3-Year: | -5.95% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTIBX | Category | Diff | Index* | Diff | | Year To Date | 23.74 | 20.79 | 2.95 | N/A | N/A | | 1-Month | -2.16 | -1.83 | -0.33 | N/A | N/A | | 3-Month | 6.83 | 5.35 | 1.48 | N/A | N/A | | 1-Year | 18.52 | 16.92 | 1.6 | N/A | N/A | | 3-Year | -6.97 | -4.50 | -2.47 | N/A | N/A | | 5-Year | N/A | 2.41 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.55 | 40.59 | 10.96 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.69 | -10.01 | -6.68 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.54 | -34.15 | -6.39 | | 2007 | | | 4.57 | 6.52 | -1.95 | | 2006 | | | 16.11 | 14.16 | 1.95 | | 2005 | | | N/A | 6.59 | N/A | | 2004 | | | N/A | 8.96 | N/A | | 2003 | | | N/A | N/A | N/A | | 2002 | | | N/A | N/A | N/A | | 2001 | | | N/A | N/A | N/A | | 2000 | | | N/A | N/A | N/A | | 1999 | | | N/A | N/A | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LTIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.93 | 18.37 | 18.62 | N/A | | 2008 | -9.42 | -2.13 | -13.90 | -22.10 | | 2007 | 2.30 | 4.09 | 2.00 | -3.72 | | 2006 | 6.65 | -2.64 | 3.79 | 7.73 | | 2005 | N/A | N/A | N/A | 4.61 | | 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 | 30 | 127 | 23.62 | | 1-Month | 103 | 144 | 71.53 | | 3-Month | 8 | 140 | 5.71 | | 6-Month | 6 | 130 | 4.62 | | 1-Year | 23 | 123 | 18.70 | | 3-Year | 38 | 58 | 65.52 | | 5-Year | | 14 | N/A |
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