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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.85% | | 5-Year Average Return: | 2.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.95% | |
Worst 1-Yr Total Return (2008): | -38.44% | |
Best 3-Yr Total Return (2004-6): | 14.31% | |
Worst 3-Yr Total Return (2006-8): | -9.29% |
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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 | VPMSX | Category | Diff | Index* | Diff | | Year To Date | 22.85 | 25.56 | -2.71 | 17.05 | 5.8 | | 1-Month | -5.64 | -4.12 | -1.52 | -1.86 | -3.78 | | 3-Month | 3.18 | 5.04 | -1.86 | 5.48 | -2.3 | | 1-Year | 13.99 | 18.21 | -4.22 | 9.80 | 4.19 | | 3-Year | -6.18 | -6.38 | 0.2 | -7.02 | 0.84 | | 5-Year | 2.32 | 1.42 | 0.9 | 0.33 | 1.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.63 | 53.89 | 2.74 | 45.76 | 10.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.76 | -16.12 | -2.64 | -18.25 | -0.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VPMSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.44 | -39.18 | 0.74 | | 2007 | | | 5.20 | 4.85 | 0.35 | | 2006 | | | 15.24 | 14.03 | 1.21 | | 2005 | | | 9.87 | 9.25 | 0.62 | | 2004 | | | 17.95 | 16.30 | 1.65 | | 2003 | | | 42.53 | 36.28 | 6.25 | | 2002 | | | -18.30 | -16.55 | -1.75 | | 2001 | | | -9.65 | -3.12 | -6.53 | | 2000 | | | -14.75 | 6.36 | -21.11 | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
VPMSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.87 | 21.15 | 19.24 | N/A | | 2008 | -9.50 | 2.07 | -9.51 | -26.36 | | 2007 | 3.92 | 5.24 | -0.52 | -3.31 | | 2006 | 9.61 | -3.68 | 0.20 | 8.94 | | 2005 | -3.33 | 5.40 | 5.12 | 2.58 | | 2004 | 5.74 | 0.00 | -1.59 | 13.35 | | 2003 | -3.38 | 20.85 | 7.50 | 13.54 | | 2002 | 1.74 | -9.95 | -15.40 | 5.41 | | 2001 | -16.06 | 14.38 | -21.17 | 19.38 | | 2000 | 9.72 | -8.11 | 3.71 | -18.47 | | 1999 | N/A | N/A | N/A | 29.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 239 | 461 | 51.84 | | 1-Month | 430 | 484 | 88.84 | | 3-Month | 433 | 482 | 89.83 | | 6-Month | 256 | 466 | 54.94 | | 1-Year | 243 | 459 | 52.94 | | 3-Year | 145 | 378 | 38.36 | | 5-Year | 104 | 298 | 34.90 |
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1.00% Nasdaq 0.00%
Performance
