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| Morningstar Return Rating: | High | | Year to Date Return: | 20.20% | | 5-Year Average Return: | 2.85% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.50% | |
Worst 1-Yr Total Return (2008): | -30.99% | |
Best 3-Yr Total Return (2004-6): | 9.64% | |
Worst 3-Yr Total Return (2006-8): | -5.78% |
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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 | VPLGX | Category | Diff | Index* | Diff | | Year To Date | 20.20 | 18.65 | 1.55 | 17.05 | 3.15 | | 1-Month | -1.81 | -2.18 | 0.37 | -1.86 | 0.05 | | 3-Month | 5.07 | 5.08 | -0.01 | 5.48 | -0.41 | | 1-Year | 17.74 | 11.86 | 5.88 | 9.80 | 7.94 | | 3-Year | -2.76 | -6.78 | 4.02 | -7.02 | 4.26 | | 5-Year | 2.85 | 0.49 | 2.36 | 0.33 | 2.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.29 | 45.26 | -5.97 | 45.76 | -6.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.91 | -15.99 | 5.08 | -18.25 | 7.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VPLGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.99 | -37.79 | 6.80 | | 2007 | | | 7.74 | 6.16 | 1.58 | | 2006 | | | 12.50 | 14.17 | -1.67 | | 2005 | | | 7.24 | 5.88 | 1.36 | | 2004 | | | 9.25 | 10.02 | -0.77 | | 2003 | | | 27.21 | 27.05 | 0.16 | | 2002 | | | -18.01 | -22.25 | 4.24 | | 2001 | | | -7.15 | -13.50 | 6.35 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
VPLGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.51 | 14.98 | 13.88 | N/A | | 2008 | -7.09 | -0.35 | -9.84 | -17.33 | | 2007 | 1.71 | 5.64 | 2.58 | -2.25 | | 2006 | 4.74 | -2.15 | 3.57 | 6.00 | | 2005 | -1.71 | 1.65 | 4.67 | 2.56 | | 2004 | 3.13 | -0.30 | -1.90 | 8.30 | | 2003 | -3.49 | 14.99 | 4.13 | 10.07 | | 2002 | -0.21 | -9.73 | -13.73 | 5.50 | | 2001 | -9.42 | 6.57 | -14.23 | 12.15 | | 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 | 865 | 2013 | 42.97 | | 1-Month | 1540 | 2110 | 72.99 | | 3-Month | 1630 | 2090 | 77.99 | | 6-Month | 1618 | 2049 | 78.97 | | 1-Year | 400 | 1999 | 20.01 | | 3-Year | 85 | 1694 | 5.02 | | 5-Year | 109 | 1352 | 8.06 |
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