4.48%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| VBISX | 4.48 | 5.00 | 7.00 | 4.00 | 1.00 | 1.00 | 3.00 | 6.00 | 8.00 | 8.00 | 2.00 |
| Index (S&P 500) | 20.90 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | 0.10 | 0.33 | 0.19 | 4.48 | 7.42 | 5.94 | 4.51 | 5.12 |
| +/- Index (S&P 500) | - 0.16 | - 0.07 | - 0.31 | - 16.42 | - 13.88 | + 12.04 | + 4.21 | + 5.82 |
| +/- Classification Avg. | + 0.07 | + 0.12 | - 0.28 | - 4.26 | - 0.27 | + 3.28 | + 1.85 | + 1.27 |
| % Rank in Classification | 21 | 13 | 85 | 83 | 59 | 4 | 5 | 3 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. PIMCO:Low Dur;Inst (PTLDX) | 6.55% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 2. PIMCO:Low Dur;Admn (PLDAX) | 6.29% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 3. PIMCO:Low Dur;D (PLDDX) | 6.22% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 4. Janus Short-Term Bond;J (JASBX) | 6.17% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 5. PIMCO:Low Dur;A (PTLAX) | 6.11% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 6. Vanguard Sh-Tm Bd;Adm (VBIRX) | 6.03% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 7. Vanguard Sh-Tm Bd;Inv (VBISX) | 5.94% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 8. Nuveen Sht Dur Bd;I (NSDRX) | 5.86% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 9. PIMCO:Low Dur;R (PLDRX) | 5.85% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 10. PIMCO:Low Dur II;Inst (PLDTX) | 5.83% | ![]() |
![]() |
![]() |
![]() |
![]() |
| Amount | Date | |
| Dividend | 0.02 | 10/31/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Daily | NA |