25.21%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| VFINX | 25.21 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -12.00 | -9.00 | 21.00 |
| Index (S&P 500) | 25.20 | -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 % | 1.36 | 1.81 | 1.42 | 25.21 | 41.84 | -5.64 | 0.76 | -1.02 |
| +/- Index (S&P 500) | - 0.01 | + 0.01 | + 0.02 | + 0.01 | + 0.04 | - 0.04 | - 0.04 | - 0.42 |
| +/- Classification Avg. | + 0.00 | + 0.02 | + 0.04 | + 0.54 | + 0.60 | + 0.42 | + 0.42 | + 0.06 |
| % Rank in Classification | 43 | 33 | 26 | 13 | 15 | 15 | 13 | 9 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. United Assoc S&P 500;I (UASPX) | -5.35% | ![]() |
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| 2. DFA US Lg Inst Index;I (DFUSX) | -5.43% | ![]() |
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| 3. United Assoc S&P 500;II (UAIIX) | -5.45% | ![]() |
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| 4. DFA US Lg Company;I (DFLCX) | -5.49% | ![]() |
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| 5. Vanguard Instl Indx;InsP (VIIIX) | -5.52% | ![]() |
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| 6. Schwab Cap:S&P 500;Sel (SWPPX) | -5.52% | ![]() |
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| 7. GE Inst:S&P 500 Idx;Inv (GIDIX) | -5.53% | ![]() |
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| 8. Vanguard Instl Indx;Inst (VINIX) | -5.55% | ![]() |
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| 9. CA Inv Tr:S&P 500 Ix;D (SPFIX) | -5.55% | ![]() |
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| 10. Vanguard 500 Index;Adm (VFIAX) | -5.56% | ![]() |
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| 23. Vanguard 500 Index;Inv (VFINX) | -5.64% | ![]() |
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| Amount | Date | |
| Dividend | 0.48 | 09/28/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Quarterly | NA |