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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.76% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.61% | |
Worst 1-Yr Total Return (2008): | -41.50% | |
Best 3-Yr Total Return (2006-8): | -10.14% | |
Worst 3-Yr Total Return (2006-8): | -10.14% |
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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 | LTSRX | Category | Diff | Index* | Diff | | Year To Date | 27.76 | 27.92 | -0.16 | N/A | N/A | | 1-Month | 4.28 | 4.43 | -0.15 | N/A | N/A | | 3-Month | 6.87 | 6.70 | 0.17 | N/A | N/A | | 1-Year | 32.99 | 32.76 | 0.23 | N/A | N/A | | 3-Year | -6.97 | -5.40 | -1.57 | N/A | N/A | | 5-Year | N/A | 1.15 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.88 | 48.32 | 3.56 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.89 | -11.74 | -6.15 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTSRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.50 | -37.94 | -3.56 | | 2007 | | | 5.47 | 6.21 | -0.74 | | 2006 | | | 17.61 | 14.67 | 2.94 | | 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
LTSRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.20 | 18.14 | 18.42 | N/A | | 2008 | -10.18 | -1.76 | -14.49 | -22.47 | | 2007 | 2.44 | 4.85 | 2.12 | -3.85 | | 2006 | 7.52 | -3.06 | 3.97 | 8.53 | | 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 | 100 | 193 | 51.81 | | 1-Month | 201 | 204 | 98.53 | | 3-Month | 175 | 199 | 87.94 | | 6-Month | 39 | 198 | 19.70 | | 1-Year | 73 | 185 | 39.46 | | 3-Year | 87 | 102 | 85.29 | | 5-Year | | 49 | N/A |
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