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| Morningstar Return Rating: | 3.00 | | Year to Date Return: | -0.99% | | 5-Year Average Return: | 1.94% | | Number of Years Up: | 6 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2009-12-31): | 36.42% | |
Worst 1-Yr Total Return (2008-12-31): | -38.22% | |
Best 3-Yr Total Return (N/A): | 12.47% | |
Worst 3-Yr Total Return (N/A): | -8.75% |
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| 1-Year: | 52.84% | | 3-Year: | -2.23% | | 5-Year: | 1.94% | | 10-Year: | -2.29% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | VIGAX | Category | Diff | Index* | Diff | | Year To Date | -0.99 | -1.56 | 0.57 | -0.61 | -0.38 | | 1-Month | 3.76 | 3.48 | 0.28 | 3.10 | 0.66 | | 3-Month | 2.34 | 1.65 | 0.69 | 1.31 | 1.03 | | 1-Year | 52.84 | 51.46 | 1.38 | 53.62 | -0.78 | | 3-Year | -2.23 | -3.50 | 1.27 | -5.67 | 3.44 | | 5-Year | 1.94 | 1.34 | 0.6 | 0.37 | 1.57 | | Last Bull Market (
28-Feb-2009
to 30-Sep-2009) | 43.03 | 43.98 | -0.95 | 45.76 | -2.73 | | Last Bear Market (
31-Aug-2008
to 31-Aug-2009) | -18.37 | -17.99 | -0.38 | -18.25 | -0.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | VIGAX | Category | Diff | | 2009 | | | 36.41908 | 35.68258 | 0.74 | | 2008 | | | -38.21548 | -40.66795 | 2.45 | | 2007 | | | 12.69772 | 13.35399 | -0.66 | | 2006 | | | 9.13339 | 7.05418 | 2.08 | | 2005 | | | 5.20613 | 6.71418 | -1.51 | | 2004 | | | 7.30629 | 7.8079 | -0.50 | | 2003 | | | 26.02903 | 28.65847 | -2.63 | | 2002 | | | -23.62237 | -27.64224 | 4.02 | | 2001 | | | -12.8836 | -22.30339 | 9.42 |
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| PAST QUARTERLY RETURNS (%) FOR
VIGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.20844 | 15.57161 | 14.17737 | 7.92366 | | 2008 | -9.9696 | 2.37428 | -12.00667 | -23.81843 | | 2007 | 1.23329 | 6.68424 | 4.37719 | -0.02627 | | 2006 | 3.36151 | -3.945 | 3.85194 | 5.84351 | | 2005 | -3.49378 | 2.15129 | 3.58183 | 3.02872 | | 2004 | 1.50772 | 1.5295 | -4.85433 | 9.43213 | | 2003 | -0.83819 | 11.5329 | 3.25861 | 10.35624 | | 2002 | -0.86019 | -16.28099 | -14.04998 | 7.06513 | | 2001 | -17.48948 | 7.71572 | -13.24566 | 12.98486 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 29 | 1887 | 1.54 | | 1-Month | 34 | 1888 | 1.80 | | 3-Month | 28 | 1885 | 1.49 | | 6-Month | 20 | 1865 | 1.07 | | 1-Year | 38 | 1791 | 2.12 | | 3-Year | 31 | 1550 | 2.00 | | 5-Year | 34 | 1280 | 2.66 |
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