23.53%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| VFINX | 23.53 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -12.00 | -9.00 | 21.00 |
| Index (S&P 500) | 23.50 | -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 % | -0.30 | 0.45 | 0.06 | 23.53 | 48.83 | -5.94 | 0.61 | -1.02 |
| +/- Index (S&P 500) | + 0.00 | - 0.05 | - 0.04 | + 0.03 | + 0.03 | - 0.04 | - 0.09 | - 0.12 |
| +/- Classification Avg. | + 0.00 | + 0.02 | + 0.03 | + 0.54 | + 0.66 | + 0.42 | + 0.42 | + 0.31 |
| % Rank in Classification | 39 | 22 | 25 | 14 | 13 | 13 | 13 | 10 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. United Assoc S&P 500;I (UASPX) | -5.66% | ![]() |
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| 2. United Assoc S&P 500;II (UAIIX) | -5.72% | ![]() |
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| 3. DFA US Lg Inst Index;I (DFUSX) | -5.73% | ![]() |
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| 4. DFA US Lg Company;I (DFLCX) | -5.79% | ![]() |
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| 5. Vanguard Instl Indx;InsP (VIIIX) | -5.82% | ![]() |
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| 6. Schwab Cap:S&P 500;Sel (SWPPX) | -5.83% | ![]() |
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| 7. Vanguard Instl Indx;Inst (VINIX) | -5.85% | ![]() |
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| 8. CA Inv Tr:S&P 500 Ix;D (SPFIX) | -5.86% | ![]() |
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| 9. Vanguard 500 Index;Adm (VFIAX) | -5.86% | ![]() |
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| 10. Vanguard 500 Index;Sig (VIFSX) | -5.86% | ![]() |
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| 21. Vanguard 500 Index;Inv (VFINX) | -5.94% | ![]() |
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| Amount | Date | |
| Dividend | 0.48 | 09/28/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Quarterly | NA |