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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.59% | | 5-Year Average Return: | 1.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.56% | |
Worst 1-Yr Total Return (2008): | -38.32% | |
Best 3-Yr Total Return (2005-7): | 8.85% | |
Worst 3-Yr Total Return (2006-8): | -8.87% |
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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 | VIGRX | Category | Diff | Index* | Diff | | Year To Date | 24.59 | 24.15 | 0.44 | 17.05 | 7.54 | | 1-Month | -1.38 | -2.25 | 0.87 | -1.86 | 0.48 | | 3-Month | 5.12 | 4.52 | 0.6 | 5.48 | -0.36 | | 1-Year | 15.25 | 15.35 | -0.1 | 9.80 | 5.45 | | 3-Year | -3.98 | -4.95 | 0.97 | -7.02 | 3.04 | | 5-Year | 1.31 | 0.99 | 0.32 | 0.33 | 0.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.88 | 42.81 | 0.07 | 45.76 | -2.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.51 | -17.14 | -1.37 | -18.25 | -0.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VIGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.32 | -40.67 | 2.35 | | 2007 | | | 12.56 | 13.35 | -0.79 | | 2006 | | | 9.01 | 7.05 | 1.96 | | 2005 | | | 5.09 | 6.71 | -1.62 | | 2004 | | | 7.20 | 7.81 | -0.61 | | 2003 | | | 25.92 | 28.66 | -2.74 | | 2002 | | | -23.68 | -27.64 | 3.96 | | 2001 | | | -12.93 | -22.30 | 9.37 | | 2000 | | | -22.21 | -13.05 | -9.16 | | 1999 | | | 28.76 | 38.87 | -10.11 |
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| PAST QUARTERLY RETURNS (%) FOR
VIGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.24 | 15.59 | 14.13 | N/A | | 2008 | -9.99 | 2.34 | -12.04 | -23.88 | | 2007 | 1.21 | 6.65 | 4.35 | -0.06 | | 2006 | 3.30 | -3.94 | 3.79 | 5.85 | | 2005 | -3.56 | 2.12 | 3.59 | 3.00 | | 2004 | 1.49 | 1.51 | -4.88 | 9.40 | | 2003 | -0.91 | 11.57 | 3.24 | 10.33 | | 2002 | -0.87 | -16.30 | -14.07 | 7.04 | | 2001 | -17.50 | 7.70 | -13.26 | 12.97 | | 2000 | 4.03 | -1.39 | -8.77 | -16.88 | | 1999 | N/A | N/A | N/A | 20.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 756 | 1802 | 41.95 | | 1-Month | 472 | 1890 | 24.97 | | 3-Month | 527 | 1884 | 27.97 | | 6-Month | 657 | 1827 | 35.96 | | 1-Year | 715 | 1797 | 39.79 | | 3-Year | 454 | 1518 | 29.91 | | 5-Year | 424 | 1251 | 33.89 |
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