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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.35% | | 5-Year Average Return: | 5.07% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2004): | 8.94% | |
Worst 1-Yr Total Return (2008): | 2.29% | |
Best 3-Yr Total Return (2004-6): | 5.61% | |
Worst 3-Yr Total Return (2006-8): | 2.97% |
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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 | VWESX | Category | Diff | Index* | Diff | | Year To Date | 10.35 | 15.40 | -5.05 | 6.24 | 4.11 | | 1-Month | -0.71 | 0.24 | -0.95 | 0.49 | -1.2 | | 3-Month | 4.89 | 5.26 | -0.37 | 2.60 | 2.29 | | 1-Year | 35.03 | 30.47 | 4.56 | 13.79 | 21.24 | | 3-Year | 5.43 | 5.79 | -0.36 | 6.35 | -0.92 | | 5-Year | 5.07 | 4.29 | 0.78 | 5.05 | 0.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 20.93 | 23.33 | -2.4 | 7.06 | 13.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 12.82 | 8.82 | 4 | 7.94 | 4.88 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VWESX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.29 | -3.72 | 6.01 | | 2007 | | | 3.75 | 3.10 | 0.65 | | 2006 | | | 2.86 | 4.43 | -1.57 | | 2005 | | | 5.13 | 2.23 | 2.90 | | 2004 | | | 8.94 | 6.47 | 2.47 | | 2003 | | | 6.26 | 8.79 | -2.53 | | 2002 | | | 13.22 | 8.36 | 4.86 | | 2001 | | | 9.57 | 7.85 | 1.72 | | 2000 | | | 11.76 | 9.36 | 2.40 | | 1999 | | | -6.23 | -2.73 | -3.50 |
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| PAST QUARTERLY RETURNS (%) FOR
VWESX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.28 | 8.83 | 11.33 | N/A | | 2008 | -0.68 | -1.27 | -6.08 | 11.07 | | 2007 | 0.64 | -1.97 | 2.29 | 2.82 | | 2006 | -3.63 | -1.88 | 7.25 | 1.42 | | 2005 | 0.70 | 6.97 | -3.22 | 0.86 | | 2004 | 4.90 | -5.01 | 6.48 | 2.67 | | 2003 | 1.96 | 6.48 | -2.18 | 0.04 | | 2002 | -0.59 | 4.29 | 7.96 | 1.16 | | 2001 | 3.79 | -0.10 | 4.72 | 0.90 | | 2000 | 2.64 | 0.31 | 3.41 | 4.97 | | 1999 | N/A | N/A | N/A | -0.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 31 | 49 | 63.27 | | 1-Month | 39 | 52 | 75.00 | | 3-Month | 25 | 52 | 48.08 | | 6-Month | 18 | 51 | 35.29 | | 1-Year | 18 | 49 | 36.73 | | 3-Year | 27 | 38 | 71.05 | | 5-Year | 10 | 29 | 34.48 |
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