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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.28% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.15% | |
Worst 1-Yr Total Return (2008): | -35.50% | |
Best 3-Yr Total Return (2006-8): | -11.58% | |
Worst 3-Yr Total Return (2006-8): | -11.58% |
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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 | VSSVX | Category | Diff | Index* | Diff | | Year To Date | 24.28 | 22.92 | 1.36 | 24.07 | 0.21 | | 1-Month | 3.10 | 2.83 | 0.27 | 6.00 | -2.9 | | 3-Month | 4.13 | 2.63 | 1.5 | 7.91 | -3.78 | | 1-Year | 30.42 | 29.66 | 0.76 | 25.39 | 5.03 | | 3-Year | -10.10 | -8.12 | -1.98 | -5.79 | -4.31 | | 5-Year | N/A | -0.18 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.71 | 63.44 | -1.73 | 45.76 | 15.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.96 | -16.13 | -1.83 | -18.25 | 0.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VSSVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.50 | -32.24 | -3.26 | | 2007 | | | -10.05 | -6.08 | -3.97 | | 2006 | | | 19.15 | 16.27 | 2.88 | | 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
VSSVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.28 | 21.04 | 22.35 | N/A | | 2008 | -7.09 | -3.43 | -0.69 | -27.62 | | 2007 | 2.50 | 4.46 | -8.06 | -8.63 | | 2006 | 12.22 | -4.08 | 1.42 | 9.15 | | 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 | 137 | 361 | 37.95 | | 1-Month | 250 | 380 | 65.79 | | 3-Month | 113 | 377 | 29.97 | | 6-Month | 80 | 368 | 21.74 | | 1-Year | 96 | 358 | 26.82 | | 3-Year | 167 | 293 | 57.00 | | 5-Year | | 233 | N/A |
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0.28% Nasdaq 0.00%
Performance
