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| Morningstar Return Rating: | Above average | | Year to Date Return: | 3.73% | | 5-Year Average Return: | 4.00% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.50% | |
Worst 1-Yr Total Return (2005): | 0.80% | |
Best 3-Yr Total Return (2006-8): | 5.31% | |
Worst 3-Yr Total Return (2004-6): | 1.59% |
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| 1-Year: | 6.43% | | 3-Year: | 5.70% | | 5-Year: | 4.00% | | 10-Year: | 4.84% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTUCX | Category | Diff | Index* | Diff | | Year To Date | 3.73 | 3.42 | 0.31 | 6.24 | -2.51 | | 1-Month | 0.31 | 0.37 | -0.06 | 0.49 | -0.18 | | 3-Month | 1.75 | 1.41 | 0.34 | 2.60 | -0.85 | | 1-Year | 8.69 | 6.18 | 2.51 | 13.79 | -5.1 | | 3-Year | 5.67 | 4.97 | 0.7 | 6.35 | -0.68 | | 5-Year | 4.00 | 3.80 | 0.2 | 5.05 | -1.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.52 | 2.96 | 0.56 | 7.06 | -3.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.80 | 5.15 | 1.65 | 7.94 | -1.14 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTUCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.40 | 4.80 | 1.60 | | 2007 | | | 6.50 | 5.87 | 0.63 | | 2006 | | | 3.06 | 3.67 | -0.61 | | 2005 | | | 0.80 | 1.26 | -0.46 | | 2004 | | | 0.93 | 1.46 | -0.53 | | 2003 | | | 1.95 | 1.45 | 0.50 | | 2002 | | | 10.03 | 6.85 | 3.18 | | 2001 | | | 6.79 | 7.26 | -0.47 | | 2000 | | | 9.24 | 8.30 | 0.94 | | 1999 | | | -0.11 | 1.49 | -1.60 |
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| PAST QUARTERLY RETURNS (%) FOR
LTUCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.34 | 0.16 | 1.88 | N/A | | 2008 | 2.75 | -1.02 | 1.18 | 3.40 | | 2007 | 1.17 | -0.11 | 2.78 | 2.54 | | 2006 | -0.17 | 0.31 | 2.13 | 0.76 | | 2005 | -0.62 | 1.53 | -0.41 | 0.31 | | 2004 | 1.83 | -2.49 | 1.72 | -0.08 | | 2003 | 1.05 | 1.73 | -0.55 | -0.27 | | 2002 | 0.28 | 3.70 | 5.06 | 0.71 | | 2001 | 2.74 | 0.20 | 4.66 | -0.88 | | 2000 | 1.17 | 1.60 | 2.61 | 3.58 | | 1999 | N/A | N/A | N/A | -0.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 58 | 159 | 36.48 | | 1-Month | 57 | 163 | 34.97 | | 3-Month | 38 | 162 | 23.46 | | 6-Month | 57 | 161 | 35.40 | | 1-Year | 30 | 157 | 19.11 | | 3-Year | 38 | 150 | 25.33 | | 5-Year | 46 | 145 | 31.72 |
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0.31% Nasdaq 
Performance
