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| Morningstar Return Rating: | Average | | Year to Date Return: | 30.04% | | 5-Year Average Return: | 3.93% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 24.17% | |
Worst 1-Yr Total Return (2008): | -42.19% | |
Best 3-Yr Total Return (2005-7): | 15.70% | |
Worst 3-Yr Total Return (2006-8): | -6.56% |
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| 1-Year: | -7.66% | | 3-Year: | -2.49% | | 5-Year: | 4.73% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | VHIBX | Category | Diff | Index* | Diff | | Year To Date | 30.04 | 31.59 | -1.55 | 24.07 | 5.97 | | 1-Month | 5.39 | 4.49 | 0.9 | 6.00 | -0.61 | | 3-Month | 7.86 | 6.16 | 1.7 | 7.91 | -0.05 | | 1-Year | 33.82 | 35.24 | -1.42 | 25.39 | 8.43 | | 3-Year | -2.22 | -5.04 | 2.82 | -5.79 | 3.57 | | 5-Year | 3.93 | 1.47 | 2.46 | 0.71 | 3.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.99 | 48.99 | -8 | 45.76 | -4.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.16 | -20.53 | 0.37 | -18.25 | -1.91 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VHIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.19 | -43.77 | 1.58 | | 2007 | | | 24.17 | 15.09 | 9.08 | | 2006 | | | 13.65 | 9.00 | 4.65 | | 2005 | | | 9.75 | 9.84 | -0.09 | | 2004 | | | 16.14 | 13.23 | 2.91 | | 2003 | | | 36.68 | 35.96 | 0.72 | | 2002 | | | -30.06 | -27.24 | -2.82 | | 2001 | | | -28.69 | -19.98 | -8.71 | | 2000 | | | -49.53 | -4.78 | -44.75 | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
VHIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.81 | 13.14 | 13.61 | N/A | | 2008 | -13.99 | 3.93 | -16.04 | -22.98 | | 2007 | 2.32 | 9.90 | 8.62 | 1.66 | | 2006 | 12.01 | -7.05 | 3.48 | 5.50 | | 2005 | -0.54 | 2.54 | 4.07 | 3.40 | | 2004 | 6.29 | 1.97 | -5.42 | 13.29 | | 2003 | -0.86 | 17.05 | 4.69 | 12.50 | | 2002 | -3.81 | -15.83 | -17.57 | 4.80 | | 2001 | -25.11 | 8.21 | -25.57 | 18.25 | | 2000 | 13.48 | -17.29 | -6.54 | -42.47 | | 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 | 529 | 827 | 63.97 | | 1-Month | 502 | 881 | 56.98 | | 3-Month | 140 | 879 | 15.93 | | 6-Month | 517 | 862 | 59.98 | | 1-Year | 444 | 825 | 53.82 | | 3-Year | 165 | 734 | 22.48 | | 5-Year | 111 | 632 | 17.56 |
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0.39% Nasdaq 
0.02 (0.30%) 
Performance
