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| Morningstar Return Rating: | Low | | Year to Date Return: | 21.90% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.75% | |
Worst 1-Yr Total Return (2008): | -42.01% | |
Best 3-Yr Total Return (2006-8): | -10.75% | |
Worst 3-Yr Total Return (2006-8): | -10.75% |
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| 1-Year: | -6.91% | | 3-Year: | -6.96% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTPBX | Category | Diff | Index* | Diff | | Year To Date | 21.90 | 21.95 | -0.05 | N/A | N/A | | 1-Month | -2.65 | -2.46 | -0.19 | N/A | N/A | | 3-Month | 6.02 | 5.43 | 0.59 | N/A | N/A | | 1-Year | 16.23 | 17.22 | -0.99 | N/A | N/A | | 3-Year | -7.96 | -5.89 | -2.07 | N/A | N/A | | 5-Year | N/A | 2.75 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.39 | 46.42 | 4.97 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.63 | -11.54 | -7.09 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.01 | -38.11 | -3.90 | | 2007 | | | 5.01 | 6.89 | -1.88 | | 2006 | | | 16.75 | 15.95 | 0.80 | | 2005 | | | N/A | 7.65 | N/A | | 2004 | | | N/A | 12.89 | 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
LTPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.37 | 18.01 | 18.39 | N/A | | 2008 | -10.22 | -1.96 | -14.78 | -22.71 | | 2007 | 2.29 | 4.80 | 2.14 | -4.09 | | 2006 | 8.02 | -3.23 | 3.79 | 7.62 | | 2005 | N/A | N/A | N/A | 4.33 | | 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 | 63 | 115 | 54.78 | | 1-Month | 55 | 132 | 41.67 | | 3-Month | 7 | 128 | 5.47 | | 6-Month | 49 | 118 | 41.53 | | 1-Year | 40 | 111 | 36.04 | | 3-Year | 31 | 52 | 59.62 | | 5-Year | | 5 | N/A |
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