|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.57% | | 5-Year Average Return: | 1.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.74% | |
Worst 1-Yr Total Return (2008): | -36.90% | |
Best 3-Yr Total Return (2004-6): | 11.44% | |
Worst 3-Yr Total Return (2006-8): | -8.29% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | VITNX | Category | Diff | Index* | Diff | | Year To Date | 18.57 | 18.65 | -0.08 | 17.05 | 1.52 | | 1-Month | -2.59 | -2.18 | -0.41 | -1.86 | -0.73 | | 3-Month | 5.28 | 5.08 | 0.2 | 5.48 | -0.2 | | 1-Year | 11.35 | 11.86 | -0.51 | 9.80 | 1.55 | | 3-Year | -6.51 | -6.78 | 0.27 | -7.02 | 0.51 | | 5-Year | 1.04 | 0.49 | 0.55 | 0.33 | 0.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.23 | 45.26 | 2.97 | 45.76 | 2.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.03 | -15.99 | -2.04 | -18.25 | 0.22 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VITNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.90 | -37.79 | 0.89 | | 2007 | | | 5.60 | 6.16 | -0.56 | | 2006 | | | 15.74 | 14.17 | 1.57 | | 2005 | | | 6.14 | 5.88 | 0.26 | | 2004 | | | 12.65 | 10.02 | 2.63 | | 2003 | | | 31.70 | 27.05 | 4.65 | | 2002 | | | -20.77 | -22.25 | 1.48 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
VITNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.74 | 16.96 | 16.58 | N/A | | 2008 | -9.43 | -1.54 | -8.53 | -22.65 | | 2007 | 1.36 | 6.09 | 1.56 | -3.31 | | 2006 | 5.41 | -1.93 | 4.52 | 7.12 | | 2005 | -2.36 | 2.23 | 4.07 | 2.17 | | 2004 | 2.62 | 1.34 | -1.82 | 10.33 | | 2003 | -3.12 | 16.52 | 3.77 | 12.43 | | 2002 | 0.95 | -12.65 | -16.84 | 8.05 | | 2001 | N/A | N/A | N/A | 12.40 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 865 | 2013 | 42.97 | | 1-Month | 1350 | 2110 | 63.98 | | 3-Month | 1149 | 2090 | 54.98 | | 6-Month | 840 | 2049 | 41.00 | | 1-Year | 667 | 1999 | 33.37 | | 3-Year | 529 | 1694 | 31.23 | | 5-Year | 349 | 1352 | 25.81 |
|
|
|
|
|
0.01% Nasdaq 0.00%
0.05 (0.20%) 
Performance
