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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.13% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.27% | |
Worst 1-Yr Total Return (2008): | -41.26% | |
Best 3-Yr Total Return (2006-8): | -9.70% | |
Worst 3-Yr Total Return (2006-8): | -9.70% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTSIX | Category | Diff | Index* | Diff | | Year To Date | 23.13 | 22.49 | 0.64 | N/A | N/A | | 1-Month | -2.46 | -2.24 | -0.22 | N/A | N/A | | 3-Month | 6.33 | 5.56 | 0.77 | N/A | N/A | | 1-Year | 17.63 | 17.11 | 0.52 | N/A | N/A | | 3-Year | -6.91 | -5.95 | -0.96 | N/A | N/A | | 5-Year | N/A | 1.26 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.21 | 48.07 | 4.14 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.52 | -11.37 | -6.15 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.26 | -37.94 | -3.32 | | 2007 | | | 5.99 | 6.21 | -0.22 | | 2006 | | | 18.27 | 14.67 | 3.60 | | 2005 | | | N/A | 7.41 | N/A | | 2004 | | | N/A | 11.71 | N/A | | 2003 | | | N/A | 26.65 | N/A | | 2002 | | | N/A | -16.99 | N/A | | 2001 | | | N/A | -13.81 | N/A | | 2000 | | | N/A | -10.06 | N/A | | 1999 | | | N/A | 20.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LTSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.01 | 18.18 | 18.70 | N/A | | 2008 | -10.04 | -1.74 | -14.29 | -22.46 | | 2007 | 2.52 | 5.07 | 2.19 | -3.71 | | 2006 | 7.70 | -2.88 | 4.04 | 8.68 | | 2005 | N/A | N/A | N/A | 4.72 | | 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 | 58 | 196 | 29.59 | | 1-Month | 110 | 212 | 51.89 | | 3-Month | 2 | 208 | 0.96 | | 6-Month | 49 | 206 | 23.79 | | 1-Year | 38 | 184 | 20.65 | | 3-Year | 63 | 102 | 61.76 | | 5-Year | | 41 | N/A |
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1.00% Nasdaq 0.00%
Performance
