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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): | 16.66% | |
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: | -4.25% | | 3-Year: | -6.42% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTPCX | Category | Diff | Index* | Diff | | Year To Date | 21.90 | 21.95 | -0.05 | N/A | N/A | | 1-Month | -2.53 | -2.46 | -0.07 | N/A | N/A | | 3-Month | 6.15 | 5.43 | 0.72 | N/A | N/A | | 1-Year | 16.23 | 17.22 | -0.99 | N/A | N/A | | 3-Year | -7.95 | -5.89 | -2.06 | 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) | 51.48 | 46.42 | 5.06 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.65 | -11.54 | -7.11 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTPCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.01 | -38.11 | -3.90 | | 2007 | | | 5.10 | 6.89 | -1.79 | | 2006 | | | 16.66 | 15.95 | 0.71 | | 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
LTPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.37 | 17.85 | 18.42 | N/A | | 2008 | -10.30 | -1.96 | -14.70 | -22.71 | | 2007 | 2.29 | 4.88 | 2.06 | -4.02 | | 2006 | 8.02 | -3.23 | 3.79 | 7.53 | | 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 | 67 | 115 | 58.26 | | 1-Month | 52 | 132 | 39.39 | | 3-Month | 12 | 128 | 9.38 | | 6-Month | 41 | 118 | 34.75 | | 1-Year | 41 | 111 | 36.94 | | 3-Year | 32 | 52 | 61.54 | | 5-Year | | 5 | N/A |
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