22.37%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| VTSMX | 22.37 | -37.00 | 5.00 | 15.00 | 5.00 | 12.00 | 31.00 | -20.00 | -10.00 | -10.00 | 23.00 |
| 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 % | 0.19 | 0.42 | -0.23 | 22.37 | 22.99 | -5.68 | 0.92 | -0.03 |
| +/- Index (S&P 500) | - 0.07 | + 0.02 | - 0.73 | + 1.47 | + 1.69 | + 0.42 | + 0.62 | + 0.67 |
| +/- Classification Avg. | + 0.04 | - 0.11 | + 0.41 | - 3.41 | - 3.55 | - 0.22 | - 0.01 | - 1.79 |
| % Rank in Classification | 40 | 58 | 40 | 65 | 66 | 52 | 51 | 65 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Reynolds:Blue Chip Gro (RBCGX) | 11.68% | ![]() |
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| 2. Wegener Adaptive Growth (WAGFX) | 11.44% | ![]() |
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| 3. Yacktman Fund (YACKX) | 6.31% | ![]() |
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| 4. Nuveen Tw Val Oppty;I (NVORX) | 4.71% | ![]() |
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| 5. Nuveen Tw Val Oppty;A (NVOAX) | 4.45% | ![]() |
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| 6. Parnassus:Workplace (PARWX) | 4.35% | ![]() |
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| 7. Nuveen Tw Val Oppty;B (NVOBX) | 3.67% | ![]() |
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| 8. Nuveen Tw Val Oppty;C (NVOCX) | 3.66% | ![]() |
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| 9. Fairholme:Fairholme (FAIRX) | 2.16% | ![]() |
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| 10. Stadion Managed;A (ETFFX) | 2.13% | ![]() |
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| 338. Vanguard T Stk Idx;Inv (VTSMX) | -5.68% | ![]() |
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| Amount | Date | |
| Dividend | 0.11 | 09/23/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Quarterly | NA |