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| Morningstar Return Rating: | Above average | | Year to Date Return: | 7.85% | | 5-Year Average Return: | 5.51% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 7.01% | |
Worst 1-Yr Total Return (2005): | 2.47% | |
Best 3-Yr Total Return (2006-8): | 5.45% | |
Worst 3-Yr Total Return (2004-6): | 3.71% |
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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 | VITBX | Category | Diff | Index* | Diff | | Year To Date | 7.85 | 14.86 | -7.01 | 7.61 | 0.24 | | 1-Month | 1.35 | 1.13 | 0.22 | 1.29 | 0.06 | | 3-Month | 2.97 | 3.76 | -0.79 | 2.86 | 0.11 | | 1-Year | 11.58 | 18.84 | -7.26 | 11.63 | -0.05 | | 3-Year | 6.43 | 4.58 | 1.85 | 6.40 | 0.03 | | 5-Year | 5.51 | 4.20 | 1.31 | 5.49 | 0.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.09 | 13.91 | -6.82 | 7.06 | 0.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.97 | 6.57 | 1.4 | 7.94 | 0.03 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VITBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 5.05 | -4.70 | 9.75 | | 2007 | | | 7.01 | 4.70 | 2.31 | | 2006 | | | 4.30 | 4.15 | 0.15 | | 2005 | | | 2.47 | 1.80 | 0.67 | | 2004 | | | 4.36 | 3.91 | 0.45 | | 2003 | | | 4.08 | 5.10 | -1.02 | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
VITBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.36 | 1.71 | 3.75 | N/A | | 2008 | 2.25 | -1.05 | -0.41 | 4.26 | | 2007 | 1.45 | -0.57 | 2.96 | 3.04 | | 2006 | -0.67 | -0.15 | 3.85 | 1.26 | | 2005 | -0.49 | 3.06 | -0.71 | 0.64 | | 2004 | 2.68 | -2.47 | 3.21 | 0.97 | | 2003 | 1.36 | 2.55 | -0.15 | 0.28 | | 2002 | N/A | N/A | 4.37 | 1.45 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 1002 | 1126 | 88.99 | | 1-Month | 934 | 1168 | 79.97 | | 3-Month | 903 | 1158 | 77.98 | | 6-Month | 980 | 1140 | 85.96 | | 1-Year | 857 | 1120 | 76.52 | | 3-Year | 205 | 970 | 21.13 | | 5-Year | 155 | 854 | 18.15 |
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