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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.30% | | 5-Year Average Return: | 6.52% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.77% | |
Worst 1-Yr Total Return (2008): | -17.00% | |
Best 3-Yr Total Return (2005-7): | 10.73% | |
Worst 3-Yr Total Return (2006-8): | 2.74% |
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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 | VCSAX | Category | Diff | Index* | Diff | | Year To Date | 12.30 | 18.69 | -6.39 | 17.05 | -4.75 | | 1-Month | 0.76 | 0.09 | 0.67 | -1.86 | 2.62 | | 3-Month | 5.44 | 5.65 | -0.21 | 5.48 | -0.04 | | 1-Year | 10.22 | 15.97 | -5.75 | 9.80 | 0.42 | | 3-Year | 2.46 | -1.25 | 3.71 | -7.02 | 9.48 | | 5-Year | 6.52 | 3.71 | 2.81 | 0.33 | 6.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.68 | 39.64 | -9.96 | 45.76 | -16.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.26 | -0.75 | -7.51 | -18.25 | 9.99 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VCSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.00 | -25.63 | 8.63 | | 2007 | | | 12.87 | 14.81 | -1.94 | | 2006 | | | 15.77 | 17.16 | -1.39 | | 2005 | | | 3.90 | 0.15 | 3.75 | | 2004 | | | N/A | 14.75 | N/A | | 2003 | | | N/A | 18.97 | N/A | | 2002 | | | N/A | -5.97 | N/A | | 2001 | | | N/A | 2.98 | N/A | | 2000 | | | N/A | 12.93 | N/A | | 1999 | | | N/A | -10.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
VCSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.22 | 11.35 | 11.49 | N/A | | 2008 | -2.94 | -5.36 | 4.08 | -13.18 | | 2007 | 2.95 | 2.65 | 4.00 | 2.69 | | 2006 | 2.64 | 2.36 | 5.55 | 4.39 | | 2005 | 1.19 | 0.04 | 2.68 | -0.04 | | 2004 | N/A | 2.02 | -6.02 | 9.16 | | 2003 | N/A | N/A | N/A | N/A | | 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 | 23 | 23 | 100.00 | | 1-Month | 7 | 23 | 30.43 | | 3-Month | 10 | 23 | 43.48 | | 6-Month | 23 | 23 | 100.00 | | 1-Year | 14 | 16 | 87.50 | | 3-Year | 4 | 10 | 40.00 | | 5-Year | 3 | 10 | 30.00 |
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