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| Morningstar Return Rating: | Above average | | Year to Date Return: | 12.70% | | 5-Year Average Return: | 3.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.24% | |
Worst 1-Yr Total Return (2008): | -4.80% | |
Best 3-Yr Total Return (2004-6): | 4.18% | |
Worst 3-Yr Total Return (2006-8): | 0.93% |
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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 | VWLUX | Category | Diff | Index* | Diff | | Year To Date | 12.70 | 16.19 | -3.49 | 11.61 | 1.09 | | 1-Month | -2.56 | -2.45 | -0.11 | -2.10 | -0.46 | | 3-Month | 3.61 | 4.74 | -1.13 | 3.15 | 0.46 | | 1-Year | 13.41 | 14.22 | -0.81 | 13.60 | -0.19 | | 3-Year | 3.46 | 2.04 | 1.42 | 4.17 | -0.71 | | 5-Year | 3.66 | 2.84 | 0.82 | 4.15 | -0.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.72 | 12.77 | -2.05 | 9.40 | 1.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.39 | 2.31 | 2.08 | 5.67 | -1.28 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VWLUX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.80 | -9.45 | 4.65 | | 2007 | | | 2.61 | 1.27 | 1.34 | | 2006 | | | 5.24 | 4.57 | 0.67 | | 2005 | | | 3.15 | 3.10 | 0.05 | | 2004 | | | 4.18 | 3.77 | 0.41 | | 2003 | | | 5.28 | 4.90 | 0.38 | | 2002 | | | 10.18 | 8.45 | 1.73 | | 2001 | | | N/A | 3.92 | N/A | | 2000 | | | N/A | 11.24 | N/A | | 1999 | | | N/A | -4.70 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
VWLUX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.18 | 2.83 | 7.97 | N/A | | 2008 | -1.12 | 1.14 | -3.84 | -1.01 | | 2007 | 0.61 | -0.81 | 1.55 | 1.25 | | 2006 | 0.18 | -0.17 | 3.93 | 1.26 | | 2005 | -0.64 | 3.30 | -0.35 | 0.84 | | 2004 | 1.39 | -2.49 | 4.34 | 0.99 | | 2003 | 0.73 | 2.99 | 0.13 | 1.34 | | 2002 | 1.14 | 3.80 | 5.40 | -0.44 | | 2001 | N/A | 0.47 | 2.99 | -1.25 | | 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 | 174 | 264 | 65.91 | | 1-Month | 140 | 266 | 52.63 | | 3-Month | 183 | 266 | 68.80 | | 6-Month | 190 | 264 | 71.97 | | 1-Year | 107 | 262 | 40.84 | | 3-Year | 29 | 247 | 11.74 | | 5-Year | 22 | 228 | 9.65 |
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