|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.78% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.56% | |
Worst 1-Yr Total Return (2008): | -41.56% | |
Best 3-Yr Total Return (2006-8): | -10.09% | |
Worst 3-Yr Total Return (2006-8): | -10.09% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTPKX | Category | Diff | Index* | Diff | | Year To Date | 22.78 | 21.95 | 0.83 | N/A | N/A | | 1-Month | -2.50 | -2.46 | -0.04 | N/A | N/A | | 3-Month | 6.33 | 5.43 | 0.9 | N/A | N/A | | 1-Year | 17.17 | 17.22 | -0.05 | N/A | N/A | | 3-Year | -7.26 | -5.89 | -1.37 | 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) | 52.08 | 46.42 | 5.66 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.95 | -11.54 | -6.41 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTPKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.56 | -38.11 | -3.45 | | 2007 | | | 5.79 | 6.89 | -1.10 | | 2006 | | | 17.56 | 15.95 | 1.61 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
LTPKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.17 | 18.18 | 18.62 | N/A | | 2008 | -10.01 | -1.85 | -14.57 | -22.55 | | 2007 | 2.53 | 5.01 | 2.27 | -3.92 | | 2006 | 8.28 | -3.13 | 4.04 | 7.73 | | 2005 | N/A | N/A | N/A | 4.63 | | 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 | 39 | 115 | 33.91 | | 1-Month | 56 | 132 | 42.42 | | 3-Month | 3 | 128 | 2.34 | | 6-Month | 27 | 118 | 22.88 | | 1-Year | 30 | 111 | 27.03 | | 3-Year | 27 | 52 | 51.92 | | 5-Year | | 5 | N/A |
|
|
|
|
|