|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.29% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.72% | |
Worst 1-Yr Total Return (2008): | -40.30% | |
Best 3-Yr Total Return (2006-8): | -9.83% | |
Worst 3-Yr Total Return (2006-8): | -9.83% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTJRX | Category | Diff | Index* | Diff | | Year To Date | 24.29 | 20.79 | 3.5 | N/A | N/A | | 1-Month | -2.03 | -1.83 | -0.2 | N/A | N/A | | 3-Month | 6.88 | 5.35 | 1.53 | N/A | N/A | | 1-Year | 19.04 | 16.92 | 2.12 | N/A | N/A | | 3-Year | -6.48 | -4.50 | -1.98 | 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) | 51.79 | 40.59 | 11.2 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.25 | -10.01 | -6.24 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTJRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.30 | -34.15 | -6.15 | | 2007 | | | 5.23 | 6.52 | -1.29 | | 2006 | | | 16.72 | 14.16 | 2.56 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
LTJRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.71 | 18.51 | 18.56 | N/A | | 2008 | -9.34 | -2.02 | -13.75 | -22.08 | | 2007 | 2.44 | 4.29 | 2.13 | -3.57 | | 2006 | 6.83 | -2.45 | 3.86 | 7.84 | | 2005 | N/A | N/A | N/A | 4.80 | | 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 | 24 | 127 | 18.90 | | 1-Month | 74 | 144 | 51.39 | | 3-Month | 5 | 140 | 3.57 | | 6-Month | 5 | 130 | 3.85 | | 1-Year | 16 | 123 | 13.01 | | 3-Year | 35 | 58 | 60.34 | | 5-Year | | 14 | N/A |
|
|
|
|
|