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| Morningstar Return Rating: | Below average | | Year to Date Return: | -4.04% | | 5-Year Average Return: | N/A | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 32.96% | |
Worst 1-Yr Total Return (2008): | -40.19% | |
Best 3-Yr Total Return (2007-9): | -5.71% | |
Worst 3-Yr Total Return (2006-8): | -9.65% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTJKX | Category | Diff | Index* | Diff | | Year To Date | -4.04 | -2.89 | -1.15 | N/A | N/A | | 1-Month | -4.04 | -2.89 | -1.15 | N/A | N/A | | 3-Month | 2.34 | 3.08 | -0.74 | N/A | N/A | | 1-Year | 38.03 | 33.34 | 4.69 | N/A | N/A | | 3-Year | -7.45 | -5.32 | -2.13 | N/A | N/A | | 5-Year | N/A | 1.75 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.22 | 41.21 | 11.01 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.10 | -9.59 | -6.51 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTJKX | Category | Diff | | 2009 | | | 32.96 | 28.32 | 4.64 | | 2008 | | | -40.19 | -34.15 | -6.04 | | 2007 | | | 5.41 | 6.52 | -1.11 | | 2006 | | | 16.98 | 14.16 | 2.82 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
LTJKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.70 | 18.64 | 18.77 | 4.49 | | 2008 | -9.24 | -2.02 | -13.71 | -22.05 | | 2007 | 2.44 | 4.29 | 2.21 | -3.46 | | 2006 | 6.82 | -2.36 | 3.94 | 7.91 | | 2005 | N/A | N/A | N/A | 4.90 | | 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 | 138 | 147 | 93.88 | | 1-Month | 141 | 147 | 95.92 | | 3-Month | 136 | 145 | 93.79 | | 6-Month | 32 | 140 | 22.86 | | 1-Year | 16 | 130 | 12.31 | | 3-Year | 53 | 64 | 82.81 | | 5-Year | | 22 | N/A |
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1.52% Nasdaq 0.00%
Performance
