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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.60% | | 5-Year Average Return: | -1.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.50% | |
Worst 1-Yr Total Return (2008): | -44.09% | |
Best 3-Yr Total Return (2005-7): | 10.49% | |
Worst 3-Yr Total Return (2006-8): | -10.35% |
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| 1-Year: | -11.14% | | 3-Year: | -4.46% | | 5-Year: | 0.60% | | 10-Year: | 2.23% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | VSCCX | Category | Diff | Index* | Diff | | Year To Date | 18.60 | 25.65 | -7.05 | 24.07 | -5.47 | | 1-Month | 4.08 | 3.38 | 0.7 | 6.00 | -1.92 | | 3-Month | 2.36 | 3.71 | -1.35 | 7.91 | -5.55 | | 1-Year | 24.65 | 31.83 | -7.18 | 25.39 | -0.74 | | 3-Year | -8.94 | -7.28 | -1.66 | -5.79 | -3.15 | | 5-Year | -1.66 | -0.38 | -1.28 | 0.71 | -2.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.63 | 53.06 | -9.43 | 45.76 | -2.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.51 | -19.68 | -4.83 | -18.25 | -6.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VSCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.09 | -41.55 | -2.54 | | 2007 | | | 12.55 | 7.59 | 4.96 | | 2006 | | | 14.50 | 10.81 | 3.69 | | 2005 | | | 4.67 | 6.02 | -1.35 | | 2004 | | | 9.14 | 12.41 | -3.27 | | 2003 | | | 37.64 | 45.54 | -7.90 | | 2002 | | | -23.27 | -27.88 | 4.61 | | 2001 | | | -14.90 | -8.91 | -5.99 | | 2000 | | | 10.66 | -3.85 | 14.51 | | 1999 | | | 29.15 | 64.77 | -35.62 |
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| PAST QUARTERLY RETURNS (%) FOR
VSCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.58 | 17.18 | 13.73 | N/A | | 2008 | -16.34 | 1.96 | -10.07 | -27.12 | | 2007 | 2.88 | 6.65 | 5.40 | -2.67 | | 2006 | 16.35 | -8.47 | -4.45 | 12.53 | | 2005 | -4.99 | 3.14 | 4.74 | 1.98 | | 2004 | 3.00 | 1.28 | -5.70 | 10.94 | | 2003 | -3.88 | 16.85 | 7.98 | 13.49 | | 2002 | 2.18 | -10.16 | -18.07 | 2.02 | | 2001 | -20.98 | 13.74 | -18.59 | 16.30 | | 2000 | 18.80 | 4.91 | 1.91 | -12.87 | | 1999 | N/A | N/A | N/A | 23.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 628 | 786 | 79.90 | | 1-Month | 465 | 816 | 56.99 | | 3-Month | 611 | 815 | 74.97 | | 6-Month | 641 | 802 | 79.93 | | 1-Year | 492 | 781 | 63.00 | | 3-Year | 412 | 667 | 61.77 | | 5-Year | 322 | 563 | 57.19 |
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0.20% Nasdaq 0.00%
Performance
