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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.43% | | 5-Year Average Return: | -1.36% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.95% | |
Worst 1-Yr Total Return (2008): | -37.37% | |
Best 3-Yr Total Return (2004-6): | 11.34% | |
Worst 3-Yr Total Return (2006-8): | -9.73% |
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| 1-Year: | -15.67% | | 3-Year: | -9.16% | | 5-Year: | -1.38% | | 10-Year: | -0.38% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | VINBX | Category | Diff | Index* | Diff | | Year To Date | 19.43 | 21.73 | -2.3 | 24.07 | -4.64 | | 1-Month | 6.17 | 5.16 | 1.01 | 6.00 | 0.17 | | 3-Month | 7.35 | 6.45 | 0.9 | 7.91 | -0.56 | | 1-Year | 21.94 | 24.67 | -2.73 | 25.39 | -3.45 | | 3-Year | -8.66 | -7.33 | -1.33 | -5.79 | -2.87 | | 5-Year | -1.36 | 0.27 | -1.63 | 0.71 | -2.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.26 | 47.53 | -5.27 | 45.76 | -3.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.15 | -16.99 | -4.16 | -18.25 | -2.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VINBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.37 | -37.09 | -0.28 | | 2007 | | | -0.43 | 1.42 | -1.85 | | 2006 | | | 17.95 | 18.15 | -0.20 | | 2005 | | | 3.21 | 5.95 | -2.74 | | 2004 | | | 13.38 | 12.97 | 0.41 | | 2003 | | | 25.66 | 28.44 | -2.78 | | 2002 | | | -18.22 | -18.69 | 0.47 | | 2001 | | | -13.93 | -4.99 | -8.94 | | 2000 | | | -0.03 | 7.87 | -7.90 | | 1999 | | | 7.53 | 6.72 | 0.81 |
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| PAST QUARTERLY RETURNS (%) FOR
VINBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.59 | 14.65 | 15.60 | N/A | | 2008 | -10.36 | -2.17 | -7.77 | -22.56 | | 2007 | 1.21 | 6.31 | -1.97 | -5.60 | | 2006 | 3.33 | 0.16 | 5.98 | 7.54 | | 2005 | -2.02 | 2.08 | 1.83 | 1.34 | | 2004 | 2.33 | 0.83 | 0.84 | 8.97 | | 2003 | -5.83 | 17.55 | 0.79 | 12.63 | | 2002 | 2.88 | -10.64 | -18.23 | 8.78 | | 2001 | -10.25 | 4.17 | -14.42 | 7.56 | | 2000 | 3.21 | -4.85 | 4.50 | -2.58 | | 1999 | N/A | N/A | N/A | 10.42 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 775 | 1293 | 59.94 | | 1-Month | 454 | 1338 | 33.93 | | 3-Month | 292 | 1329 | 21.97 | | 6-Month | 290 | 1320 | 21.97 | | 1-Year | 621 | 1280 | 48.52 | | 3-Year | 683 | 1088 | 62.78 | | 5-Year | 630 | 917 | 68.70 |
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0.83% Nasdaq 
Performance
