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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.60% | | 5-Year Average Return: | 1.02% | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -3.56% | |
Worst 1-Yr Total Return (2008): | -25.92% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -4.57% | | 3-Year: | -1.83% | | 5-Year: | 3.31% | | 10-Year: | 8.98% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | VSFCX | Category | Diff | Index* | Diff | | Year To Date | 19.60 | 22.92 | -3.32 | 24.07 | -4.47 | | 1-Month | 3.26 | 2.83 | 0.43 | 6.00 | -2.74 | | 3-Month | 2.38 | 2.63 | -0.25 | 7.91 | -5.53 | | 1-Year | 25.96 | 29.66 | -3.7 | 25.39 | 0.57 | | 3-Year | -4.98 | -8.12 | 3.14 | -5.79 | 0.81 | | 5-Year | 1.02 | -0.18 | 1.2 | 0.71 | 0.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.52 | 63.44 | -2.92 | 45.76 | 14.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.05 | -16.13 | 2.08 | -18.25 | 4.2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VSFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.92 | -32.24 | 6.32 | | 2007 | | | -3.56 | -6.08 | 2.52 | | 2006 | | | N/A | 16.27 | N/A | | 2005 | | | N/A | 6.40 | N/A | | 2004 | | | N/A | 21.14 | N/A | | 2003 | | | N/A | 42.38 | N/A | | 2002 | | | N/A | -10.12 | N/A | | 2001 | | | N/A | 15.92 | N/A | | 2000 | | | N/A | 18.64 | N/A | | 1999 | | | N/A | 6.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
VSFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.33 | 20.28 | 24.23 | N/A | | 2008 | -5.91 | 1.85 | -0.88 | -22.02 | | 2007 | 2.86 | 3.74 | -5.21 | -4.65 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 216 | 361 | 59.83 | | 1-Month | 224 | 380 | 58.95 | | 3-Month | 248 | 377 | 65.78 | | 6-Month | 99 | 368 | 26.90 | | 1-Year | 158 | 358 | 44.13 | | 3-Year | 63 | 293 | 21.50 | | 5-Year | | 233 | N/A |
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0.51% Nasdaq 0.00%
Performance
