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| Morningstar Return Rating: | Above average | | Year to Date Return: | -8.41% | | 5-Year Average Return: | 5.98% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 22.69% | |
Worst 1-Yr Total Return (2006): | 1.91% | |
Best 3-Yr Total Return (2006-8): | 11.01% | |
Worst 3-Yr Total Return (2004-6): | 5.28% |
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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 | VUSUX | Category | Diff | Index* | Diff | | Year To Date | -8.41 | -11.78 | 3.37 | 6.24 | -14.65 | | 1-Month | -1.44 | -1.87 | 0.43 | 0.49 | -1.93 | | 3-Month | 2.22 | 2.72 | -0.5 | 2.60 | -0.38 | | 1-Year | 11.76 | 12.47 | -0.71 | 13.79 | -2.03 | | 3-Year | 7.04 | 6.76 | 0.28 | 6.35 | 0.69 | | 5-Year | 5.98 | 5.34 | 0.64 | 5.05 | 0.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.54 | 1.99 | 0.55 | 7.06 | -4.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.48 | 6.93 | 0.55 | 7.94 | -0.46 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VUSUX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 22.69 | 27.67 | -4.98 | | 2007 | | | 9.42 | 9.76 | -0.34 | | 2006 | | | 1.91 | 0.15 | 1.76 | | 2005 | | | 6.77 | 6.06 | 0.71 | | 2004 | | | 7.25 | 7.39 | -0.14 | | 2003 | | | 2.81 | 1.75 | 1.06 | | 2002 | | | 16.82 | 13.86 | 2.96 | | 2001 | | | N/A | 4.10 | N/A | | 2000 | | | N/A | 17.06 | N/A | | 1999 | | | N/A | -8.24 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
VUSUX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.59 | -6.85 | 4.56 | N/A | | 2008 | 4.09 | -2.17 | 2.43 | 17.62 | | 2007 | 0.94 | -1.93 | 4.67 | 5.59 | | 2006 | -3.45 | -1.25 | 6.32 | 0.54 | | 2005 | 0.58 | 7.63 | -2.52 | 1.18 | | 2004 | 5.27 | -5.20 | 5.97 | 1.41 | | 2003 | 1.44 | 5.08 | -2.54 | -1.04 | | 2002 | -1.46 | 6.00 | 11.68 | 0.15 | | 2001 | N/A | -1.58 | 6.68 | -1.98 | | 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 | 14 | 33 | 42.42 | | 1-Month | 18 | 33 | 54.55 | | 3-Month | 22 | 33 | 66.67 | | 6-Month | 17 | 33 | 51.52 | | 1-Year | 15 | 33 | 45.45 | | 3-Year | 8 | 29 | 27.59 | | 5-Year | 6 | 26 | 23.08 |
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