5.06%| YTD | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
| VTSMX | 5.06 | 28.70 | -37.04 | 5.49 | 15.51 | 5.98 | 12.52 | 31.35 | -20.96 | -10.97 | -10.57 |
| Index (S&P 500) | 4.50 | 26.46 | -37.00 | 5.49 | 15.79 | 4.91 | 10.88 | 28.68 | -22.10 | -11.89 | -9.10 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | -0.62 | 0.66 | 5.14 | 5.06 | 54.17 | -3.48 | 2.26 | -0.12 |
| +/- Index (S&P 500) | - 0.11 | - 0.24 | + 0.14 | + 0.56 | + 2.97 | + 0.52 | + 0.66 | + 0.38 |
| +/- Classification Avg. | + 0.05 | + 0.28 | + 0.26 | + 0.64 | + 0.46 | + 0.23 | + 0.28 | - 1.86 |
| % Rank in Classification | 44 | 26 | 34 | 32 | 43 | 45 | 44 | 67 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Reynolds:Blue Chip Gro (RBCGX) | 15.91% | ![]() |
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| 2. Wegener Adaptive Growth (WAGFX) | 13.36% | ![]() |
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| 3. Parnassus:Workplace (PARWX) | 7.69% | ![]() |
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| 4. Monetta:Young Investor (MYIFX) | 7.34% | ![]() |
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| 5. Fairholme:Fairholme (FAIRX) | 6.48% | ![]() |
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| 6. Nuveen Tw Val Oppty;I (NVORX) | 5.68% | ![]() |
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| 7. Nuveen Tw Val Oppty;A (NVOAX) | 5.41% | ![]() |
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| 8. Nuveen Tw Val Oppty;B (NVOBX) | 4.63% | ![]() |
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| 9. Nuveen Tw Val Oppty;C (NVOCX) | 4.62% | ![]() |
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| 10. Parnassus Fund (PARNX) | 3.08% | ![]() |
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| 308. Vanguard T Stk Idx;Inv (VTSMX) | -3.48% | ![]() |
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| Amount | Date | |
| Dividend | 0.17 | 12/21/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Quarterly | NA |