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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.91% | | 5-Year Average Return: | -2.55% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 19.01% | |
Worst 1-Yr Total Return (2008): | -34.25% | |
Best 3-Yr Total Return (2004-6): | 11.46% | |
Worst 3-Yr Total Return (2006-8): | -12.56% |
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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 | VCSMX | Category | Diff | Index* | Diff | | Year To Date | 18.91 | 22.72 | -3.81 | 24.07 | -5.16 | | 1-Month | 1.97 | 3.14 | -1.17 | 6.00 | -4.03 | | 3-Month | 0.98 | 3.09 | -2.11 | 7.91 | -6.93 | | 1-Year | 23.44 | 29.36 | -5.92 | 25.39 | -1.95 | | 3-Year | -9.59 | -8.14 | -1.45 | -5.79 | -3.8 | | 5-Year | -2.55 | -0.30 | -2.25 | 0.71 | -3.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.21 | 57.49 | -2.28 | 45.76 | 9.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.77 | -19.40 | -0.37 | -18.25 | -1.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VCSMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.25 | -36.56 | 2.31 | | 2007 | | | -6.20 | -1.10 | -5.10 | | 2006 | | | 8.41 | 15.03 | -6.62 | | 2005 | | | 7.33 | 6.75 | 0.58 | | 2004 | | | 19.01 | 18.94 | 0.07 | | 2003 | | | 36.39 | 43.41 | -7.02 | | 2002 | | | -23.38 | -16.22 | -7.16 | | 2001 | | | -5.01 | 8.92 | -13.93 | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
VCSMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.50 | 22.37 | 16.59 | N/A | | 2008 | -9.59 | 2.32 | -4.64 | -25.47 | | 2007 | 1.97 | 4.35 | -5.48 | -6.74 | | 2006 | 10.61 | -6.02 | -3.16 | 7.70 | | 2005 | -3.62 | 3.57 | 6.37 | 1.08 | | 2004 | 4.20 | 1.41 | -1.69 | 14.56 | | 2003 | -4.87 | 17.77 | 6.91 | 13.88 | | 2002 | 1.10 | -10.64 | -19.08 | 4.80 | | 2001 | -15.33 | 16.50 | -21.46 | 22.61 | | 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 | 348 | 657 | 52.97 | | 1-Month | 339 | 679 | 49.93 | | 3-Month | 563 | 671 | 83.90 | | 6-Month | 576 | 663 | 86.88 | | 1-Year | 303 | 646 | 46.90 | | 3-Year | 320 | 573 | 55.85 | | 5-Year | 324 | 475 | 68.21 |
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