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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.21% | | 5-Year Average Return: | 0.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.81% | |
Worst 1-Yr Total Return (2008): | -36.94% | |
Best 3-Yr Total Return (2004-6): | 10.46% | |
Worst 3-Yr Total Return (2006-8): | -8.32% |
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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 | VIIIX | Category | Diff | Index* | Diff | | Year To Date | 17.21 | 18.65 | -1.44 | 17.05 | 0.16 | | 1-Month | -1.86 | -2.18 | 0.32 | -1.86 | 0 | | 3-Month | 5.49 | 5.08 | 0.41 | 5.48 | 0.01 | | 1-Year | 9.99 | 11.86 | -1.87 | 9.80 | 0.19 | | 3-Year | -6.95 | -6.78 | -0.17 | -7.02 | 0.07 | | 5-Year | 0.39 | 0.49 | -0.1 | 0.33 | 0.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.91 | 45.26 | 0.65 | 45.76 | 0.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.09 | -15.99 | -2.1 | -18.25 | 0.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VIIIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.94 | -37.79 | 0.85 | | 2007 | | | 5.50 | 6.16 | -0.66 | | 2006 | | | 15.81 | 14.17 | 1.64 | | 2005 | | | 4.93 | 5.88 | -0.95 | | 2004 | | | 10.90 | 10.02 | 0.88 | | 2003 | | | 28.69 | 27.05 | 1.64 | | 2002 | | | -22.01 | -22.25 | 0.24 | | 2001 | | | -11.90 | -13.50 | 1.60 | | 2000 | | | -8.92 | -6.31 | -2.61 | | 1999 | | | 21.21 | 20.16 | 1.05 |
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| PAST QUARTERLY RETURNS (%) FOR
VIIIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.97 | 16.01 | 15.63 | N/A | | 2008 | -9.44 | -2.73 | -8.33 | -21.90 | | 2007 | 0.64 | 6.27 | 2.05 | -3.34 | | 2006 | 4.22 | -1.43 | 5.66 | 6.70 | | 2005 | -2.13 | 1.37 | 3.61 | 2.08 | | 2004 | 1.69 | 1.72 | -1.87 | 9.25 | | 2003 | -3.15 | 15.41 | 2.64 | 12.17 | | 2002 | 0.27 | -13.40 | -17.17 | 8.43 | | 2001 | -11.87 | 5.85 | -14.68 | 10.69 | | 2000 | 2.29 | -2.59 | -0.89 | -7.77 | | 1999 | N/A | N/A | N/A | 14.99 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1026 | 2013 | 50.97 | | 1-Month | 485 | 2110 | 22.99 | | 3-Month | 564 | 2090 | 26.99 | | 6-Month | 778 | 2049 | 37.97 | | 1-Year | 852 | 1999 | 42.62 | | 3-Year | 637 | 1694 | 37.60 | | 5-Year | 510 | 1352 | 37.72 |
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