26.43%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| VTSMX | 26.43 | -37.00 | 5.00 | 15.00 | 5.00 | 12.00 | 31.00 | -20.00 | -10.00 | -10.00 | 23.00 |
| 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 % | 1.31 | 1.69 | 0.71 | 26.43 | 45.28 | -5.39 | 1.29 | -0.03 |
| +/- Index (S&P 500) | - 0.06 | - 0.11 | - 0.69 | + 1.23 | + 3.48 | + 0.21 | + 0.49 | + 0.57 |
| +/- Classification Avg. | + 0.09 | + 0.40 | + 0.83 | - 2.85 | - 4.35 | - 0.14 | + 0.13 | - 1.88 |
| % Rank in Classification | 35 | 19 | 27 | 62 | 60 | 49 | 49 | 67 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Wegener Adaptive Growth (WAGFX) | 11.87% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 2. Reynolds:Blue Chip Gro (RBCGX) | 11.64% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 3. Yacktman Fund (YACKX) | 6.47% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 4. Nuveen Tw Val Oppty;I (NVORX) | 5.10% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 5. Nuveen Tw Val Oppty;A (NVOAX) | 4.84% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 6. Parnassus:Workplace (PARWX) | 4.22% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 7. Nuveen Tw Val Oppty;B (NVOBX) | 4.06% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 8. Nuveen Tw Val Oppty;C (NVOCX) | 4.06% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 9. Fairholme:Fairholme (FAIRX) | 2.30% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 10. First Eagle:Value;I (FEVIX) | 1.75% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 321. Vanguard T Stk Idx;Inv (VTSMX) | -5.39% | ![]() |
![]() |
![]() |
![]() |
![]() |
| Amount | Date | |
| Dividend | 0.11 | 09/23/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Quarterly | NA |