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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.44% | | 5-Year Average Return: | 0.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.46% | |
Worst 1-Yr Total Return (2008): | -37.06% | |
Best 3-Yr Total Return (2004-6): | 11.04% | |
Worst 3-Yr Total Return (2006-8): | -8.57% |
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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 | VPMIX | Category | Diff | Index* | Diff | | Year To Date | 24.44 | 25.10 | -0.66 | 24.07 | 0.37 | | 1-Month | 5.52 | 5.28 | 0.24 | 6.00 | -0.48 | | 3-Month | 7.21 | 7.01 | 0.2 | 7.91 | -0.7 | | 1-Year | 26.58 | 28.01 | -1.43 | 25.39 | 1.19 | | 3-Year | -5.92 | -5.87 | -0.05 | -5.79 | -0.13 | | 5-Year | 0.86 | 0.64 | 0.22 | 0.71 | 0.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.01 | 46.08 | 0.93 | 45.76 | 1.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.57 | -17.41 | -1.16 | -18.25 | -0.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VPMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.06 | -37.79 | 0.73 | | 2007 | | | 5.15 | 6.16 | -1.01 | | 2006 | | | 15.46 | 14.17 | 1.29 | | 2005 | | | 5.91 | 5.88 | 0.03 | | 2004 | | | 11.96 | 10.02 | 1.94 | | 2003 | | | 31.08 | 27.05 | 4.03 | | 2002 | | | -21.62 | -22.25 | 0.63 | | 2001 | | | -11.87 | -13.50 | 1.63 | | 2000 | | | -10.78 | -6.31 | -4.47 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
VPMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.76 | 16.67 | 16.07 | N/A | | 2008 | -9.39 | -1.71 | -8.52 | -22.74 | | 2007 | 1.35 | 5.93 | 1.34 | -3.36 | | 2006 | 5.31 | -1.93 | 4.49 | 6.99 | | 2005 | -2.32 | 2.28 | 3.84 | 2.10 | | 2004 | 2.46 | 1.20 | -1.94 | 10.12 | | 2003 | -3.19 | 16.34 | 3.48 | 12.47 | | 2002 | 0.45 | -12.78 | -16.86 | 7.60 | | 2001 | -12.88 | 7.45 | -16.18 | 12.32 | | 2000 | 4.01 | -4.25 | 0.00 | -10.41 | | 1999 | N/A | N/A | N/A | 18.05 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 929 | 2021 | 45.97 | | 1-Month | 570 | 2113 | 26.98 | | 3-Month | 899 | 2091 | 42.99 | | 6-Month | 660 | 2064 | 31.98 | | 1-Year | 760 | 2011 | 37.79 | | 3-Year | 691 | 1707 | 40.48 | | 5-Year | 492 | 1360 | 36.18 |
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