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| Morningstar Return Rating: | Above average | | Year to Date Return: | 10.29% | | 5-Year Average Return: | 4.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.59% | |
Worst 1-Yr Total Return (2008): | -2.85% | |
Best 3-Yr Total Return (2005-7): | 4.76% | |
Worst 3-Yr Total Return (2006-8): | 2.88% |
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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 | VIPSX | Category | Diff | Index* | Diff | | Year To Date | 10.29 | 10.39 | -0.1 | 6.24 | 4.05 | | 1-Month | 1.44 | 1.31 | 0.13 | 0.49 | 0.95 | | 3-Month | 4.44 | 4.45 | -0.01 | 2.60 | 1.84 | | 1-Year | 16.27 | 16.20 | 0.07 | 13.79 | 2.48 | | 3-Year | 5.72 | 4.77 | 0.95 | 6.35 | -0.63 | | 5-Year | 4.57 | 4.21 | 0.36 | 5.05 | -0.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.49 | 10.71 | -1.22 | 7.06 | 2.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.40 | -1.75 | 0.35 | 7.94 | -9.34 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VIPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.85 | -4.08 | 1.23 | | 2007 | | | 11.59 | 9.86 | 1.73 | | 2006 | | | 0.43 | 0.09 | 0.34 | | 2005 | | | 2.59 | 2.09 | 0.50 | | 2004 | | | 8.27 | 7.48 | 0.79 | | 2003 | | | 8.00 | 7.15 | 0.85 | | 2002 | | | 16.61 | 14.81 | 1.80 | | 2001 | | | 7.61 | 7.27 | 0.34 | | 2000 | | | N/A | 12.36 | N/A | | 1999 | | | N/A | 1.80 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
VIPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.25 | 0.25 | 3.05 | N/A | | 2008 | 5.31 | -0.14 | -3.88 | -3.89 | | 2007 | 2.39 | -0.70 | 4.50 | 5.03 | | 2006 | -2.14 | 0.48 | 3.52 | -1.34 | | 2005 | -0.34 | 2.90 | 0.06 | -0.02 | | 2004 | 5.00 | -3.04 | 3.87 | 2.40 | | 2003 | 2.62 | 3.46 | 0.24 | 1.47 | | 2002 | 1.51 | 5.77 | 7.96 | 0.60 | | 2001 | 4.63 | 1.58 | 2.42 | -1.14 | | 2000 | N/A | N/A | 2.09 | 3.74 | | 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 | 52 | 158 | 32.91 | | 1-Month | 14 | 162 | 8.64 | | 3-Month | 64 | 158 | 40.51 | | 6-Month | 82 | 158 | 51.90 | | 1-Year | 49 | 156 | 31.41 | | 3-Year | 44 | 138 | 31.88 | | 5-Year | 17 | 82 | 20.73 |
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