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| Morningstar Return Rating: | Above average | | Year to Date Return: | -6.13% | | 5-Year Average Return: | 5.24% | | Number of Years Up: | 12 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (1995): | 29.72% | |
Worst 1-Yr Total Return (1999): | -7.85% | |
Best 3-Yr Total Return (1995-97): | 13.92% | |
Worst 3-Yr Total Return (2005-7): | 4.85% |
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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 | VBLTX | Category | Diff | Index* | Diff | | Year To Date | -6.13 | 1.96 | -8.09 | 1.32 | -7.45 | | 1-Month | 1.30 | 4.91 | -3.61 | 0.73 | 0.57 | | 3-Month | 1.88 | 10.18 | -8.3 | 2.61 | -0.73 | | 1-Year | 3.02 | -1.73 | 4.75 | 5.36 | -2.34 | | 3-Year | 5.66 | 2.89 | 2.77 | 6.30 | -0.64 | | 5-Year | 5.24 | 2.74 | 2.5 | 5.01 | 0.23 | | Last Bull Market (
31-May-06
to 30-Jun-07) | 6.89 | 6.94 | -0.05 | 5.86 | 1.03 | | Last Bear Market (
31-Mar-02
to 30-Apr-03) | 18.58 | 16.92 | 1.66 | 11.64 | 6.94 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VBLTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 8.64 | -3.72 | 12.36 | | 2007 | | | 6.59 | 3.10 | 3.49 | | 2006 | | | 2.67 | 4.43 | -1.76 | | 2005 | | | 5.32 | 2.23 | 3.09 | | 2004 | | | 8.40 | 6.47 | 1.93 | | 2003 | | | 5.50 | 8.79 | -3.29 | | 2002 | | | 14.35 | 8.36 | 5.99 | | 2001 | | | 8.17 | 7.85 | 0.32 | | 2000 | | | 16.63 | 9.36 | 7.27 | | 1999 | | | -7.85 | -2.73 | -5.12 |
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| PAST QUARTERLY RETURNS (%) FOR
VBLTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.16 | N/A | N/A | N/A | | 2008 | 1.23 | -1.52 | -3.60 | 13.03 | | 2007 | 0.79 | -1.74 | 3.47 | 4.02 | | 2006 | -3.42 | -1.68 | 6.81 | 1.23 | | 2005 | 0.15 | 7.14 | -2.85 | 1.03 | | 2004 | 5.10 | -5.25 | 6.53 | 2.19 | | 2003 | 1.85 | 6.10 | -2.08 | -0.30 | | 2002 | -0.97 | 3.70 | 9.44 | 1.74 | | 2001 | 2.81 | -0.04 | 5.21 | 0.05 | | 2000 | 5.96 | 0.40 | 3.20 | 6.24 | | 1999 | N/A | -2.86 | -0.32 | -1.53 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 46 | 48 | 95.83 | | 1-Month | 47 | 51 | 92.16 | | 3-Month | 48 | 50 | 96.00 | | 6-Month | 39 | 48 | 81.25 | | 1-Year | 19 | 46 | 41.30 | | 3-Year | 6 | 32 | 18.75 | | 5-Year | 4 | 25 | 16.00 |
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