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| Morningstar Return Rating: | Above average | | Year to Date Return: | 30.19% | | 5-Year Average Return: | 2.89% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.92% | |
Worst 1-Yr Total Return (2008): | -42.90% | |
Best 3-Yr Total Return (2005-7): | 14.78% | |
Worst 3-Yr Total Return (2006-8): | -9.47% |
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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 | VPCSX | Category | Diff | Index* | Diff | | Year To Date | 30.19 | 31.20 | -1.01 | 24.07 | 6.12 | | 1-Month | 5.05 | 5.67 | -0.62 | 6.00 | -0.95 | | 3-Month | 6.18 | 8.18 | -2 | 7.91 | -1.73 | | 1-Year | 32.08 | 34.04 | -1.96 | 25.39 | 6.69 | | 3-Year | -4.52 | -3.89 | -0.63 | -5.79 | 1.27 | | 5-Year | 2.89 | 1.25 | 1.64 | 0.71 | 2.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.76 | 43.84 | 9.92 | 45.76 | 8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.12 | -18.03 | 0.91 | -18.25 | 1.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VPCSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.90 | -40.67 | -2.23 | | 2007 | | | 16.92 | 13.35 | 3.57 | | 2006 | | | 11.16 | 7.05 | 4.11 | | 2005 | | | 16.34 | 6.71 | 9.63 | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
VPCSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.60 | 18.82 | 18.37 | N/A | | 2008 | -11.82 | -0.69 | -15.07 | -23.23 | | 2007 | 1.35 | 7.23 | 6.85 | 0.68 | | 2006 | 4.74 | -0.95 | 0.66 | 6.45 | | 2005 | 0.39 | 2.99 | 8.51 | 3.71 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 781 | 1818 | 42.96 | | 1-Month | 304 | 1906 | 15.95 | | 3-Month | 1599 | 1904 | 83.98 | | 6-Month | 802 | 1866 | 42.98 | | 1-Year | 630 | 1815 | 34.71 | | 3-Year | 716 | 1537 | 46.58 | | 5-Year | 160 | 1273 | 12.57 |
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Performance
