|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 32.71% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 21.04% | |
Worst 1-Yr Total Return (2008): | -39.64% | |
Best 3-Yr Total Return (2006-8): | -10.95% | |
Worst 3-Yr Total Return (2006-8): | -10.95% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | VCULX | Category | Diff | Index* | Diff | | Year To Date | 32.71 | 31.20 | 1.51 | 24.07 | 8.64 | | 1-Month | 5.89 | 5.67 | 0.22 | 6.00 | -0.11 | | 3-Month | 9.17 | 8.18 | 0.99 | 7.91 | 1.26 | | 1-Year | 34.49 | 34.04 | 0.45 | 25.39 | 9.1 | | 3-Year | -0.88 | -3.89 | 3.01 | -5.79 | 4.91 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.00 | 43.84 | -0.84 | 45.76 | -2.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.03 | -18.03 | 0 | -18.25 | 0.22 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VCULX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.64 | -40.67 | 1.03 | | 2007 | | | 21.04 | 13.35 | 7.69 | | 2006 | | | -3.36 | 7.05 | -10.41 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
VCULX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.91 | 16.27 | 13.73 | N/A | | 2008 | -10.31 | 1.75 | -13.21 | -23.80 | | 2007 | 0.11 | 6.86 | 8.70 | 4.09 | | 2006 | 0.10 | -6.22 | -1.09 | 4.08 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 672 | 1818 | 36.96 | | 1-Month | 762 | 1906 | 39.98 | | 3-Month | 495 | 1904 | 26.00 | | 6-Month | 429 | 1866 | 22.99 | | 1-Year | 609 | 1815 | 33.55 | | 3-Year | 175 | 1537 | 11.39 | | 5-Year | | 1273 | N/A |
|
|
|
|
|
0.47% Nasdaq 
Performance
