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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.27% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.99% | |
Worst 1-Yr Total Return (2008): | -29.76% | |
Best 3-Yr Total Return (2006-8): | -6.26% | |
Worst 3-Yr Total Return (2006-8): | -6.26% |
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| 1-Year: | 1.14% | | 3-Year: | -2.01% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTSCX | Category | Diff | Index* | Diff | | Year To Date | 20.27 | 17.79 | 2.48 | N/A | N/A | | 1-Month | -0.88 | -0.70 | -0.18 | N/A | N/A | | 3-Month | 6.12 | 4.94 | 1.18 | N/A | N/A | | 1-Year | 17.91 | 16.37 | 1.54 | N/A | N/A | | 3-Year | -2.97 | -0.93 | -2.04 | N/A | N/A | | 5-Year | N/A | 2.56 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.05 | 29.60 | 7.45 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.53 | -4.67 | -4.86 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.76 | -22.46 | -7.30 | | 2007 | | | 4.71 | 5.22 | -0.51 | | 2006 | | | 11.99 | 8.58 | 3.41 | | 2005 | | | N/A | 3.68 | N/A | | 2004 | | | N/A | 6.82 | N/A | | 2003 | | | N/A | 13.67 | N/A | | 2002 | | | N/A | -4.11 | N/A | | 2001 | | | N/A | -0.54 | N/A | | 2000 | | | N/A | 2.70 | N/A | | 1999 | | | N/A | 9.09 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LTSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.87 | 13.46 | 13.61 | N/A | | 2008 | -5.51 | -1.88 | -9.97 | -15.84 | | 2007 | 2.21 | 1.99 | 2.21 | -1.73 | | 2006 | 4.17 | -1.68 | 3.69 | 5.45 | | 2005 | N/A | N/A | N/A | 2.38 | | 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 | 42 | 214 | 19.63 | | 1-Month | 93 | 229 | 40.61 | | 3-Month | 22 | 225 | 9.78 | | 6-Month | 30 | 221 | 13.57 | | 1-Year | 37 | 205 | 18.05 | | 3-Year | 97 | 134 | 72.39 | | 5-Year | | 52 | N/A |
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