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| Morningstar Return Rating: | Average | | Year to Date Return: | 3.98% | | 5-Year Average Return: | 4.27% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.81% | |
Worst 1-Yr Total Return (2005): | 1.05% | |
Best 3-Yr Total Return (2006-8): | 5.61% | |
Worst 3-Yr Total Return (2004-6): | 1.86% |
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| 1-Year: | 5.56% | | 3-Year: | 5.44% | | 5-Year: | 3.95% | | 10-Year: | 5.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTUSX | Category | Diff | Index* | Diff | | Year To Date | 3.98 | 3.42 | 0.56 | 6.24 | -2.26 | | 1-Month | 0.41 | 0.37 | 0.04 | 0.49 | -0.08 | | 3-Month | 1.83 | 1.41 | 0.42 | 2.60 | -0.77 | | 1-Year | 8.94 | 6.18 | 2.76 | 13.79 | -4.85 | | 3-Year | 5.98 | 4.97 | 1.01 | 6.35 | -0.37 | | 5-Year | 4.27 | 3.80 | 0.47 | 5.05 | -0.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.62 | 2.96 | 0.66 | 7.06 | -3.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.12 | 5.15 | 1.97 | 7.94 | -0.82 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.73 | 4.80 | 1.93 | | 2007 | | | 6.81 | 5.87 | 0.94 | | 2006 | | | 3.33 | 3.67 | -0.34 | | 2005 | | | 1.05 | 1.26 | -0.21 | | 2004 | | | 1.24 | 1.46 | -0.22 | | 2003 | | | 2.38 | 1.45 | 0.93 | | 2002 | | | 10.39 | 6.85 | 3.54 | | 2001 | | | 7.17 | 7.26 | -0.09 | | 2000 | | | 9.62 | 8.30 | 1.32 | | 1999 | | | 0.22 | 1.49 | -1.27 |
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| PAST QUARTERLY RETURNS (%) FOR
LTUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.34 | 0.23 | 1.95 | N/A | | 2008 | 2.83 | -0.96 | 1.26 | 3.49 | | 2007 | 1.31 | -0.12 | 2.95 | 2.54 | | 2006 | -0.15 | 0.40 | 2.22 | 0.83 | | 2005 | -0.50 | 1.54 | -0.36 | 0.39 | | 2004 | 1.93 | -2.44 | 1.81 | -0.01 | | 2003 | 1.21 | 1.83 | -0.47 | -0.19 | | 2002 | 0.37 | 3.81 | 5.22 | 0.70 | | 2001 | 2.86 | 0.22 | 4.79 | -0.80 | | 2000 | 1.27 | 1.70 | 2.64 | 3.70 | | 1999 | N/A | N/A | N/A | -0.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 54 | 159 | 33.96 | | 1-Month | 48 | 163 | 29.45 | | 3-Month | 34 | 162 | 20.99 | | 6-Month | 49 | 161 | 30.43 | | 1-Year | 25 | 157 | 15.92 | | 3-Year | 21 | 150 | 14.00 | | 5-Year | 30 | 145 | 20.69 |
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0.34% Nasdaq 
Performance
