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| Morningstar Return Rating: | Above average | | Year to Date Return: | 3.93% | | 5-Year Average Return: | 4.26% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.78% | |
Worst 1-Yr Total Return (2005): | 1.11% | |
Best 3-Yr Total Return (2006-8): | 5.56% | |
Worst 3-Yr Total Return (2004-6): | 1.89% |
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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 | LTURX | Category | Diff | Index* | Diff | | Year To Date | 3.93 | 3.42 | 0.51 | 6.24 | -2.31 | | 1-Month | 0.41 | 0.37 | 0.04 | 0.49 | -0.08 | | 3-Month | 1.82 | 1.41 | 0.41 | 2.60 | -0.78 | | 1-Year | 8.95 | 6.18 | 2.77 | 13.79 | -4.84 | | 3-Year | 5.92 | 4.97 | 0.95 | 6.35 | -0.43 | | 5-Year | 4.26 | 3.80 | 0.46 | 5.05 | -0.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.59 | 2.96 | 0.63 | 7.06 | -3.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.04 | 5.15 | 1.89 | 7.94 | -0.9 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTURX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.64 | 4.80 | 1.84 | | 2007 | | | 6.78 | 5.87 | 0.91 | | 2006 | | | 3.31 | 3.67 | -0.36 | | 2005 | | | 1.11 | 1.26 | -0.15 | | 2004 | | | 1.26 | 1.46 | -0.20 | | 2003 | | | N/A | 1.45 | N/A | | 2002 | | | N/A | 6.85 | N/A | | 2001 | | | N/A | 7.26 | N/A | | 2000 | | | N/A | 8.30 | N/A | | 1999 | | | N/A | 1.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LTURX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.32 | 0.22 | 1.94 | N/A | | 2008 | 2.74 | -0.97 | 1.31 | 3.46 | | 2007 | 1.24 | -0.05 | 2.85 | 2.61 | | 2006 | -0.17 | 0.41 | 2.21 | 0.83 | | 2005 | -0.55 | 1.61 | -0.33 | 0.39 | | 2004 | 1.92 | -2.42 | 1.81 | 0.01 | | 2003 | N/A | N/A | N/A | 0.00 | | 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 | 55 | 159 | 34.59 | | 1-Month | 50 | 163 | 30.67 | | 3-Month | 43 | 162 | 26.54 | | 6-Month | 53 | 161 | 32.92 | | 1-Year | 27 | 157 | 17.20 | | 3-Year | 28 | 150 | 18.67 | | 5-Year | 33 | 145 | 22.76 |
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1.23% Nasdaq 0.00%
0.01 (0.07%) 
Performance
