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| Morningstar Return Rating: | Average | | Year to Date Return: | 34.47% | | 5-Year Average Return: | 4.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.52% | |
Worst 1-Yr Total Return (2008): | -21.29% | |
Best 3-Yr Total Return (2004-6): | 6.47% | |
Worst 3-Yr Total Return (2006-8): | -4.56% |
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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 | VWEHX | Category | Diff | Index* | Diff | | Year To Date | 34.47 | 40.95 | -6.48 | 6.24 | 28.23 | | 1-Month | 1.60 | 1.53 | 0.07 | 0.49 | 1.11 | | 3-Month | 6.14 | 8.19 | -2.05 | 2.60 | 3.54 | | 1-Year | 36.78 | 35.58 | 1.2 | 13.79 | 22.99 | | 3-Year | 3.45 | 2.61 | 0.84 | 6.35 | -2.9 | | 5-Year | 4.02 | 4.05 | -0.03 | 5.05 | -1.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.94 | 34.85 | -5.91 | 7.06 | 21.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.64 | 0.91 | 1.73 | 7.94 | -5.3 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VWEHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.29 | -26.41 | 5.12 | | 2007 | | | 2.04 | 1.47 | 0.57 | | 2006 | | | 8.24 | 10.14 | -1.90 | | 2005 | | | 2.77 | 2.59 | 0.18 | | 2004 | | | 8.52 | 9.99 | -1.47 | | 2003 | | | 17.20 | 24.36 | -7.16 | | 2002 | | | 1.73 | -1.52 | 3.25 | | 2001 | | | 2.90 | 2.39 | 0.51 | | 2000 | | | -0.88 | -7.12 | 6.24 | | 1999 | | | 2.49 | 5.05 | -2.56 |
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| PAST QUARTERLY RETURNS (%) FOR
VWEHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.65 | 14.43 | 10.52 | N/A | | 2008 | -2.39 | 0.30 | -6.58 | -13.94 | | 2007 | 2.25 | -0.46 | 1.23 | -0.97 | | 2006 | 1.59 | -0.52 | 3.51 | 3.47 | | 2005 | -1.71 | 2.59 | 0.61 | 1.30 | | 2004 | 1.97 | -1.01 | 4.30 | 3.07 | | 2003 | 4.27 | 5.98 | 1.31 | 4.69 | | 2002 | 1.30 | -1.84 | -3.22 | 5.72 | | 2001 | 4.20 | -2.18 | -2.71 | 3.77 | | 2000 | -1.53 | 1.98 | 1.41 | -2.66 | | 1999 | N/A | N/A | N/A | 2.51 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 454 | 547 | 83.00 | | 1-Month | 265 | 577 | 45.93 | | 3-Month | 452 | 573 | 78.88 | | 6-Month | 436 | 553 | 78.84 | | 1-Year | 243 | 546 | 44.51 | | 3-Year | 178 | 471 | 37.79 | | 5-Year | 204 | 401 | 50.87 |
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1.48% Nasdaq 0.00%
Performance
