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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.55% | | 5-Year Average Return: | 1.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.69% | |
Worst 1-Yr Total Return (2008): | -36.94% | |
Best 3-Yr Total Return (2004-6): | 11.40% | |
Worst 3-Yr Total Return (2006-8): | -8.34% |
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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 | VITSX | Category | Diff | Index* | Diff | | Year To Date | 18.55 | 18.65 | -0.1 | 17.05 | 1.5 | | 1-Month | -2.57 | -2.18 | -0.39 | -1.86 | -0.71 | | 3-Month | 5.26 | 5.08 | 0.18 | 5.48 | -0.22 | | 1-Year | 11.26 | 11.86 | -0.6 | 9.80 | 1.46 | | 3-Year | -6.54 | -6.78 | 0.24 | -7.02 | 0.48 | | 5-Year | 1.00 | 0.49 | 0.51 | 0.33 | 0.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.09 | 45.26 | 2.83 | 45.76 | 2.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.08 | -15.99 | -2.09 | -18.25 | 0.17 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VITSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.94 | -37.79 | 0.85 | | 2007 | | | 5.56 | 6.16 | -0.60 | | 2006 | | | 15.69 | 14.17 | 1.52 | | 2005 | | | 6.12 | 5.88 | 0.24 | | 2004 | | | 12.60 | 10.02 | 2.58 | | 2003 | | | 31.55 | 27.05 | 4.50 | | 2002 | | | -20.90 | -22.25 | 1.35 | | 2001 | | | -10.82 | -13.50 | 2.68 | | 2000 | | | -10.49 | -6.31 | -4.18 | | 1999 | | | 23.93 | 20.16 | 3.77 |
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| PAST QUARTERLY RETURNS (%) FOR
VITSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.70 | 16.98 | 16.48 | N/A | | 2008 | -9.44 | -1.54 | -8.51 | -22.69 | | 2007 | 1.37 | 6.08 | 1.53 | -3.31 | | 2006 | 5.40 | -1.96 | 4.53 | 7.11 | | 2005 | -2.37 | 2.21 | 4.08 | 2.17 | | 2004 | 2.61 | 1.31 | -1.83 | 10.33 | | 2003 | -3.12 | 16.49 | 3.63 | 12.47 | | 2002 | 0.96 | -12.67 | -16.81 | 7.84 | | 2001 | -12.24 | 7.51 | -15.90 | 12.39 | | 2000 | 3.86 | -4.34 | 0.26 | -10.15 | | 1999 | N/A | N/A | N/A | 18.29 |
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| 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 | 683 | 1999 | 34.17 | | 3-Year | 549 | 1694 | 32.41 | | 5-Year | 361 | 1352 | 26.70 |
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0.22% Nasdaq 
Performance
