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| Morningstar Return Rating: | High | | Year to Date Return: | 4.23% | | 5-Year Average Return: | 4.59% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 7.14% | |
Worst 1-Yr Total Return (2005): | 1.37% | |
Best 3-Yr Total Return (2006-8): | 5.92% | |
Worst 3-Yr Total Return (2004-6): | 2.19% |
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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 | LTUIX | Category | Diff | Index* | Diff | | Year To Date | 4.23 | 3.42 | 0.81 | 6.24 | -2.01 | | 1-Month | 0.44 | 0.37 | 0.07 | 0.49 | -0.05 | | 3-Month | 1.91 | 1.41 | 0.5 | 2.60 | -0.69 | | 1-Year | 9.33 | 6.18 | 3.15 | 13.79 | -4.46 | | 3-Year | 6.29 | 4.97 | 1.32 | 6.35 | -0.06 | | 5-Year | 4.59 | 3.80 | 0.79 | 5.05 | -0.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.80 | 2.96 | 0.84 | 7.06 | -3.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.41 | 5.15 | 2.26 | 7.94 | -0.53 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTUIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.01 | 4.80 | 2.21 | | 2007 | | | 7.14 | 5.87 | 1.27 | | 2006 | | | 3.64 | 3.67 | -0.03 | | 2005 | | | 1.37 | 1.26 | 0.11 | | 2004 | | | 1.58 | 1.46 | 0.12 | | 2003 | | | 2.56 | 1.45 | 1.11 | | 2002 | | | 10.74 | 6.85 | 3.89 | | 2001 | | | 7.51 | 7.26 | 0.25 | | 2000 | | | 10.14 | 8.30 | 1.84 | | 1999 | | | 0.53 | 1.49 | -0.96 |
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| PAST QUARTERLY RETURNS (%) FOR
LTUIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.40 | 0.30 | 2.03 | N/A | | 2008 | 2.90 | -0.96 | 1.40 | 3.55 | | 2007 | 1.39 | -0.05 | 3.02 | 2.63 | | 2006 | -0.07 | 0.47 | 2.30 | 0.91 | | 2005 | -0.49 | 1.69 | -0.28 | 0.47 | | 2004 | 1.98 | -2.29 | 1.86 | 0.07 | | 2003 | 1.29 | 1.90 | -0.48 | -0.14 | | 2002 | 0.46 | 3.89 | 5.28 | 0.78 | | 2001 | 2.87 | 0.34 | 4.89 | -0.70 | | 2000 | 1.45 | 1.80 | 2.74 | 3.80 | | 1999 | N/A | N/A | N/A | -0.08 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 50 | 159 | 31.45 | | 1-Month | 70 | 163 | 42.94 | | 3-Month | 32 | 162 | 19.75 | | 6-Month | 48 | 161 | 29.81 | | 1-Year | 24 | 157 | 15.29 | | 3-Year | 9 | 150 | 6.00 | | 5-Year | 10 | 145 | 6.90 |
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1.48% Nasdaq 0.00%
0.02 (0.14%) 
Performance
