20.88%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| VFINX | 20.88 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -12.00 | -9.00 | 21.00 |
| 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 % | 0.26 | 0.36 | 0.47 | 20.88 | 21.30 | -6.12 | 0.26 | -1.02 |
| +/- Index (S&P 500) | + 0.00 | - 0.04 | - 0.03 | - 0.02 | + 0.00 | - 0.02 | - 0.04 | - 0.32 |
| +/- Classification Avg. | + 0.00 | + 0.01 | + 0.03 | + 0.49 | + 0.54 | + 0.42 | + 0.42 | + 0.14 |
| % Rank in Classification | 39 | 33 | 26 | 13 | 15 | 13 | 14 | 9 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Schwab Cap:S&P 500;E (SWPEX) | -5.21% | ![]() |
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| 2. Schwab Cap:Ins Sel SP5 (ISLCX) | -5.25% | ![]() |
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| 3. Schwab Cap:S&P 500;Inv (SWPIX) | -5.32% | ![]() |
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| 4. United Assoc S&P 500;I (UASPX) | -5.88% | ![]() |
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| 5. DFA US Lg Inst Index;I (DFUSX) | -5.91% | ![]() |
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| 6. United Assoc S&P 500;II (UAIIX) | -5.93% | ![]() |
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| 7. DFA US Lg Company;I (DFLCX) | -5.96% | ![]() |
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| 8. Vanguard Instl Indx;InsP (VIIIX) | -6.00% | ![]() |
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| 9. Schwab Cap:S&P 500;Sel (SWPPX) | -6.01% | ![]() |
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| 10. GE Inst:S&P 500 Idx;Inv (GIDIX) | -6.01% | ![]() |
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| 21. Vanguard 500 Index;Inv (VFINX) | -6.12% | ![]() |
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| Amount | Date | |
| Dividend | 0.48 | 09/28/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Quarterly | NA |