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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.63% | | 5-Year Average Return: | 0.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.60% | |
Worst 1-Yr Total Return (2008): | -37.54% | |
Best 3-Yr Total Return (2004-6): | 9.78% | |
Worst 3-Yr Total Return (2006-8): | -9.11% |
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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 | VCSRX | Category | Diff | Index* | Diff | | Year To Date | 27.63 | 25.10 | 2.53 | 24.07 | 3.56 | | 1-Month | 5.90 | 5.28 | 0.62 | 6.00 | -0.1 | | 3-Month | 8.62 | 7.01 | 1.61 | 7.91 | 0.71 | | 1-Year | 28.99 | 28.01 | 0.98 | 25.39 | 3.6 | | 3-Year | -5.68 | -5.87 | 0.19 | -5.79 | 0.11 | | 5-Year | 0.59 | 0.64 | -0.05 | 0.71 | -0.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.32 | 46.08 | 2.24 | 45.76 | 2.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.20 | -17.41 | -1.79 | -18.25 | -0.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VCSRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.54 | -37.79 | 0.25 | | 2007 | | | 3.98 | 6.16 | -2.18 | | 2006 | | | 15.60 | 14.17 | 1.43 | | 2005 | | | 4.09 | 5.88 | -1.79 | | 2004 | | | 9.94 | 10.02 | -0.08 | | 2003 | | | 28.26 | 27.05 | 1.21 | | 2002 | | | -23.37 | -22.25 | -1.12 | | 2001 | | | -11.70 | -13.50 | 1.80 | | 2000 | | | -9.27 | -6.31 | -2.96 | | 1999 | | | 18.01 | 20.16 | -2.15 |
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| PAST QUARTERLY RETURNS (%) FOR
VCSRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.87 | 16.93 | 15.73 | N/A | | 2008 | -8.77 | -0.96 | -7.94 | -24.90 | | 2007 | 1.32 | 5.45 | 1.46 | -4.08 | | 2006 | 3.17 | 0.34 | 5.70 | 5.64 | | 2005 | -2.81 | 1.75 | 2.35 | 2.85 | | 2004 | 1.74 | 1.25 | -2.29 | 9.23 | | 2003 | -2.96 | 16.29 | 2.63 | 10.75 | | 2002 | -0.71 | -14.07 | -16.92 | 8.10 | | 2001 | -12.82 | 5.34 | -13.68 | 11.39 | | 2000 | 2.49 | -3.71 | -1.36 | -6.79 | | 1999 | N/A | N/A | N/A | 14.38 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 545 | 2021 | 26.97 | | 1-Month | 655 | 2113 | 31.00 | | 3-Month | 167 | 2091 | 7.99 | | 6-Month | 227 | 2064 | 11.00 | | 1-Year | 500 | 2011 | 24.86 | | 3-Year | 654 | 1707 | 38.31 | | 5-Year | 613 | 1360 | 45.07 |
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