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| Morningstar Return Rating: | Below average | | Year to Date Return: | 3.28% | | 5-Year Average Return: | 4.53% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.55% | |
Worst 1-Yr Total Return (2005): | 1.81% | |
Best 3-Yr Total Return (2006-8): | 5.90% | |
Worst 3-Yr Total Return (2004-6): | 2.86% |
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| 1-Year: | 2.98% | | 3-Year: | 4.26% | | 5-Year: | 3.58% | | 10-Year: | 4.99% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | VUGVX | Category | Diff | Index* | Diff | | Year To Date | 3.28 | 13.54 | -10.26 | 6.24 | -2.96 | | 1-Month | 0.73 | 0.89 | -0.16 | 0.49 | 0.24 | | 3-Month | 2.58 | 4.14 | -1.56 | 2.60 | -0.02 | | 1-Year | 9.62 | 17.86 | -8.24 | 13.79 | -4.17 | | 3-Year | 5.93 | 4.54 | 1.39 | 6.35 | -0.42 | | 5-Year | 4.53 | 3.85 | 0.68 | 5.05 | -0.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.25 | 13.81 | -10.56 | 7.06 | -3.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.68 | 6.49 | 1.19 | 7.94 | -0.26 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VUGVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.55 | -4.70 | 12.25 | | 2007 | | | 6.61 | 4.70 | 1.91 | | 2006 | | | 3.57 | 4.15 | -0.58 | | 2005 | | | 1.81 | 1.80 | 0.01 | | 2004 | | | 3.22 | 3.91 | -0.69 | | 2003 | | | 2.25 | 5.10 | -2.85 | | 2002 | | | 9.73 | 8.04 | 1.69 | | 2001 | | | 7.14 | 7.64 | -0.50 | | 2000 | | | 11.89 | 9.44 | 2.45 | | 1999 | | | -2.34 | -1.35 | -0.99 |
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| PAST QUARTERLY RETURNS (%) FOR
VUGVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.43 | 0.14 | 2.84 | N/A | | 2008 | 2.44 | -0.95 | 0.80 | 5.16 | | 2007 | 1.40 | -0.77 | 3.10 | 2.77 | | 2006 | -0.70 | -0.13 | 3.45 | 0.95 | | 2005 | -0.52 | 2.99 | -0.99 | 0.36 | | 2004 | 2.69 | -2.79 | 2.69 | 0.69 | | 2003 | 1.10 | 1.96 | -0.70 | -0.10 | | 2002 | -0.01 | 3.82 | 5.11 | 0.56 | | 2001 | 2.64 | 0.59 | 4.08 | -0.30 | | 2000 | 3.13 | 1.35 | 2.90 | 4.03 | | 1999 | N/A | N/A | N/A | -1.04 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1110 | 1122 | 98.93 | | 1-Month | 954 | 1164 | 81.96 | | 3-Month | 784 | 1154 | 67.94 | | 6-Month | 1076 | 1133 | 94.97 | | 1-Year | 893 | 1113 | 80.23 | | 3-Year | 264 | 957 | 27.59 | | 5-Year | 258 | 845 | 30.53 |
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