|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 7.60% | | 5-Year Average Return: | 5.34% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.71% | |
Worst 1-Yr Total Return (2005): | 2.17% | |
Best 3-Yr Total Return (2006-8): | 5.20% | |
Worst 3-Yr Total Return (2004-6): | 3.62% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | VPCDX | Category | Diff | Index* | Diff | | Year To Date | 7.60 | 14.86 | -7.26 | 7.61 | -0.01 | | 1-Month | 1.26 | 1.13 | 0.13 | 1.29 | -0.03 | | 3-Month | 2.82 | 3.76 | -0.94 | 2.86 | -0.04 | | 1-Year | 11.20 | 18.84 | -7.64 | 11.63 | -0.43 | | 3-Year | 6.17 | 4.58 | 1.59 | 6.40 | -0.23 | | 5-Year | 5.34 | 4.20 | 1.14 | 5.49 | -0.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.98 | 13.91 | -6.93 | 7.06 | -0.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.67 | 6.57 | 1.1 | 7.94 | -0.27 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VPCDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.82 | -4.70 | 9.52 | | 2007 | | | 6.71 | 4.70 | 2.01 | | 2006 | | | 4.11 | 4.15 | -0.04 | | 2005 | | | 2.17 | 1.80 | 0.37 | | 2004 | | | 4.61 | 3.91 | 0.70 | | 2003 | | | 4.52 | 5.10 | -0.58 | | 2002 | | | 9.92 | 8.04 | 1.88 | | 2001 | | | 8.71 | 7.64 | 1.07 | | 2000 | | | 11.74 | 9.44 | 2.30 | | 1999 | | | N/A | -1.35 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
VPCDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.25 | 1.71 | 3.73 | N/A | | 2008 | 2.27 | -1.14 | -0.43 | 4.11 | | 2007 | 1.47 | -0.68 | 2.87 | 2.93 | | 2006 | -0.70 | -0.18 | 3.79 | 1.20 | | 2005 | -0.59 | 3.00 | -0.76 | 0.55 | | 2004 | 2.68 | -2.51 | 3.14 | 1.32 | | 2003 | 1.42 | 2.45 | -0.12 | 0.72 | | 2002 | -0.13 | 3.54 | 4.59 | 1.64 | | 2001 | 3.09 | 0.25 | 4.92 | 0.25 | | 2000 | 2.58 | 1.33 | 2.79 | 4.58 | | 1999 | N/A | N/A | N/A | -0.55 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1024 | 1126 | 90.94 | | 1-Month | 1086 | 1168 | 92.98 | | 3-Month | 1019 | 1158 | 88.00 | | 6-Month | 980 | 1140 | 85.96 | | 1-Year | 875 | 1120 | 78.13 | | 3-Year | 267 | 970 | 27.53 | | 5-Year | 215 | 854 | 25.18 |
|
|
|
|
|