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| Morningstar Return Rating: | 5.00 | | Year to Date Return: | 2.40% | | 5-Year Average Return: | 6.01% | | Number of Years Up: | 7 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2002-12-31): | 14.30% | |
Worst 1-Yr Total Return (2009-12-31): | -1.57% | |
Best 3-Yr Total Return (N/A): | 8.90% | |
Worst 3-Yr Total Return (N/A): | 2.83% |
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| 1-Year: | 3.85% | | 3-Year: | 7.43% | | 5-Year: | 6.01% | | 10-Year: | 7.05% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | VFIUX | Category | Diff | Index* | Diff | | Year To Date | 2.40 | 1.78 | 0.62 | 1.91 | 0.49 | | 1-Month | 0.41 | 0.27 | 0.14 | 0.37 | 0.04 | | 3-Month | -0.81 | 0.08 | -0.89 | 0.31 | -1.12 | | 1-Year | 3.85 | 6.94 | -3.09 | 9.32 | -5.47 | | 3-Year | 7.43 | 5.47 | 1.96 | 6.18 | 1.25 | | 5-Year | 6.01 | 4.62 | 1.39 | 5.36 | 0.65 | | Last Bull Market (
28-Feb-2009
to 30-Sep-2009) | 2.40 | 4.87 | -2.47 | 7.06 | -4.66 | | Last Bear Market (
31-Aug-2008
to 31-Aug-2009) | 6.91 | 7.48 | -0.57 | 7.94 | -1.03 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VFIUX | Category | Diff | | 2009 | | | -1.56723 | 4.74398 | -6.31 | | 2008 | | | 13.48073 | 4.75677 | 8.72 | | 2007 | | | 10.15408 | 6.08677 | 4.07 | | 2006 | | | 3.30264 | 3.46542 | -0.16 | | 2005 | | | 2.46615 | 1.90688 | 0.56 | | 2004 | | | 3.53187 | 3.01397 | 0.52 | | 2003 | | | 2.50021 | 1.9 | 0.60 | | 2002 | | | 14.29551 | 9.22571 | 5.07 | | 2001 | | | N/A | 6.80675 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
VFIUX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.18247 | -3.16969 | 2.46004 | -0.96651 | | 2008 | 5.50274 | -2.65332 | 2.31181 | 7.99694 | | 2007 | 1.66413 | -0.76858 | 4.33409 | 4.65438 | | 2006 | -1.19355 | -0.21493 | 4.00404 | 0.74194 | | 2005 | -0.90682 | 3.56687 | -0.88883 | 0.73798 | | 2004 | 3.17072 | -3.18979 | 3.22729 | 0.41577 | | 2003 | 1.11475 | 2.57332 | -0.69085 | -0.48545 | | 2002 | -0.55953 | 5.49899 | 8.35434 | 0.54752 | | 2001 | -0.60867 | 6.40832 | -1.2852 | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 6 | 356 | 1.69 | | 1-Month | 19 | 356 | 5.34 | | 3-Month | 91 | 356 | 25.56 | | 6-Month | 56 | 353 | 15.86 | | 1-Year | 85 | 352 | 24.15 | | 3-Year | 8 | 330 | 2.42 | | 5-Year | 8 | 304 | 2.63 |
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