|
| Morningstar Return Rating: | Average | | Year to Date Return: | 23.92% | | 5-Year Average Return: | 0.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.60% | |
Worst 1-Yr Total Return (2008): | -37.15% | |
Best 3-Yr Total Return (2004-6): | 10.16% | |
Worst 3-Yr Total Return (2006-8): | -8.56% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | VPSKX | Category | Diff | Index* | Diff | | Year To Date | 23.92 | 25.10 | -1.18 | 24.07 | -0.15 | | 1-Month | 5.97 | 5.28 | 0.69 | 6.00 | -0.03 | | 3-Month | 7.75 | 7.01 | 0.74 | 7.91 | -0.16 | | 1-Year | 25.18 | 28.01 | -2.83 | 25.39 | -0.21 | | 3-Year | -5.98 | -5.87 | -0.11 | -5.79 | -0.19 | | 5-Year | 0.49 | 0.64 | -0.15 | 0.71 | -0.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.55 | 46.08 | -0.53 | 45.76 | -0.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.29 | -17.41 | -0.88 | -18.25 | -0.04 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VPSKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.15 | -37.79 | 0.64 | | 2007 | | | 5.22 | 6.16 | -0.94 | | 2006 | | | 15.60 | 14.17 | 1.43 | | 2005 | | | 4.57 | 5.88 | -1.31 | | 2004 | | | 10.60 | 10.02 | 0.58 | | 2003 | | | 28.24 | 27.05 | 1.19 | | 2002 | | | -22.17 | -22.25 | 0.08 | | 2001 | | | -12.17 | -13.50 | 1.33 | | 2000 | | | -9.36 | -6.31 | -3.05 | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
VPSKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.00 | 15.86 | 15.56 | N/A | | 2008 | -9.54 | -2.81 | -8.37 | -21.99 | | 2007 | 0.56 | 6.26 | 1.93 | -3.39 | | 2006 | 4.17 | -1.44 | 5.62 | 6.60 | | 2005 | -2.20 | 1.24 | 3.55 | 1.99 | | 2004 | 1.55 | 1.65 | -1.85 | 9.17 | | 2003 | -3.33 | 15.34 | 2.58 | 12.12 | | 2002 | 0.23 | -13.43 | -17.38 | 8.55 | | 2001 | -11.96 | 5.82 | -14.78 | 10.62 | | 2000 | 2.21 | -2.77 | -0.98 | -7.90 | | 1999 | N/A | N/A | N/A | 14.78 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1091 | 2021 | 53.98 | | 1-Month | 887 | 2113 | 41.98 | | 3-Month | 439 | 2091 | 20.99 | | 6-Month | 474 | 2064 | 22.97 | | 1-Year | 1021 | 2011 | 50.77 | | 3-Year | 798 | 1707 | 46.75 | | 5-Year | 642 | 1360 | 47.21 |
|
|
|
|
|