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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.78% | | 5-Year Average Return: | 0.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.41% | |
Worst 1-Yr Total Return (2008): | -37.21% | |
Best 3-Yr Total Return (2004-6): | 10.07% | |
Worst 3-Yr Total Return (2006-8): | -8.67% |
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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 | VSTIX | Category | Diff | Index* | Diff | | Year To Date | 23.78 | 25.10 | -1.32 | 24.07 | -0.29 | | 1-Month | 5.94 | 5.28 | 0.66 | 6.00 | -0.06 | | 3-Month | 7.88 | 7.01 | 0.87 | 7.91 | -0.03 | | 1-Year | 25.12 | 28.01 | -2.89 | 25.39 | -0.27 | | 3-Year | -6.08 | -5.87 | -0.21 | -5.79 | -0.29 | | 5-Year | 0.38 | 0.64 | -0.26 | 0.71 | -0.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.30 | 46.08 | 0.22 | 45.76 | 0.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.51 | -17.41 | -1.1 | -18.25 | -0.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VSTIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.21 | -37.79 | 0.58 | | 2007 | | | 5.13 | 6.16 | -1.03 | | 2006 | | | 15.41 | 14.17 | 1.24 | | 2005 | | | 4.56 | 5.88 | -1.32 | | 2004 | | | 10.51 | 10.02 | 0.49 | | 2003 | | | 28.20 | 27.05 | 1.15 | | 2002 | | | -22.43 | -22.25 | -0.18 | | 2001 | | | -12.20 | -13.50 | 1.30 | | 2000 | | | -9.35 | -6.31 | -3.04 | | 1999 | | | 20.57 | 20.16 | 0.41 |
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| PAST QUARTERLY RETURNS (%) FOR
VSTIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.78 | 16.52 | 15.75 | N/A | | 2008 | -9.53 | -2.79 | -8.43 | -22.03 | | 2007 | 0.57 | 6.16 | 1.94 | -3.41 | | 2006 | 4.11 | -1.51 | 5.57 | 6.61 | | 2005 | -2.24 | 1.27 | 3.54 | 2.01 | | 2004 | 1.59 | 1.68 | -1.98 | 9.16 | | 2003 | -3.29 | 15.33 | 2.57 | 12.06 | | 2002 | 0.17 | -13.48 | -17.39 | 8.34 | | 2001 | -11.97 | 5.74 | -14.75 | 10.64 | | 2000 | 2.24 | -2.75 | -1.03 | -7.89 | | 1999 | N/A | N/A | N/A | 14.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1131 | 2021 | 55.96 | | 1-Month | 697 | 2113 | 32.99 | | 3-Month | 418 | 2091 | 19.99 | | 6-Month | 330 | 2064 | 15.99 | | 1-Year | 1036 | 2011 | 51.52 | | 3-Year | 830 | 1707 | 48.62 | | 5-Year | 678 | 1360 | 49.85 |
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