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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.05% | | 5-Year Average Return: | 0.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.68% | |
Worst 1-Yr Total Return (2008): | -36.97% | |
Best 3-Yr Total Return (2004-6): | 11.28% | |
Worst 3-Yr Total Return (2006-8): | -8.41% |
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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 | VPBMX | Category | Diff | Index* | Diff | | Year To Date | 18.05 | 18.65 | -0.6 | 17.05 | 1 | | 1-Month | -2.45 | -2.18 | -0.27 | -1.86 | -0.59 | | 3-Month | 5.02 | 5.08 | -0.06 | 5.48 | -0.46 | | 1-Year | 10.52 | 11.86 | -1.34 | 9.80 | 0.72 | | 3-Year | -6.75 | -6.78 | 0.03 | -7.02 | 0.27 | | 5-Year | 0.86 | 0.49 | 0.37 | 0.33 | 0.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.17 | 45.26 | 1.91 | 45.76 | 1.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.32 | -15.99 | -2.33 | -18.25 | -0.07 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VPBMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.97 | -37.79 | 0.82 | | 2007 | | | 5.36 | 6.16 | -0.80 | | 2006 | | | 15.68 | 14.17 | 1.51 | | 2005 | | | 6.27 | 5.88 | 0.39 | | 2004 | | | 12.11 | 10.02 | 2.09 | | 2003 | | | 31.30 | 27.05 | 4.25 | | 2002 | | | -21.39 | -22.25 | 0.86 | | 2001 | | | -11.73 | -13.50 | 1.77 | | 2000 | | | -10.69 | -6.31 | -4.38 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
VPBMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.58 | 16.56 | 16.10 | N/A | | 2008 | -9.33 | -1.72 | -8.44 | -22.74 | | 2007 | 1.34 | 6.01 | 1.42 | -3.30 | | 2006 | 5.41 | -1.94 | 4.44 | 7.15 | | 2005 | -2.13 | 2.29 | 3.94 | 2.13 | | 2004 | 2.47 | 1.26 | -1.82 | 10.04 | | 2003 | -3.06 | 16.25 | 3.53 | 12.54 | | 2002 | 0.60 | -12.74 | -16.92 | 7.78 | | 2001 | -12.82 | 7.47 | -16.11 | 12.32 | | 2000 | 4.02 | -4.28 | 0.17 | -10.46 | | 1999 | N/A | N/A | N/A | 18.18 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 925 | 2013 | 45.95 | | 1-Month | 1287 | 2110 | 61.00 | | 3-Month | 1191 | 2090 | 56.99 | | 6-Month | 1106 | 2049 | 53.98 | | 1-Year | 739 | 1999 | 36.97 | | 3-Year | 605 | 1694 | 35.71 | | 5-Year | 387 | 1352 | 28.62 |
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0.22% Nasdaq 
Performance
