Vfinx annual return since inception

    • [PDF File]Replacing a Mutual Fund With an ETF in the Model Fund ...

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      ††Performance of actual portfolio since inception (June 2003) including reinvested dividends. nmf = no meaningful figure. Source: Morningstar, Inc. Data as of 9/30/2014. Table 2. Model Fund Portfolio Annual Performance Average Annual Cumulative Return Return (%) of $10,000 ($) Model Vanguard Model Vanguard Fund 500 Index Fund 500 Index

    • Fidelity Blue Chip Growth Fund (FBGRX)

      Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted. Performance3,6,7 Average Annual Total Returns Monthly (AS OF 10/31/2021) YTD (Monthly) 1 Yr 3 Yrs 5 Yrs 10 Yrs Life

    • Vanguard 500 Index Fund Investor Shares VFINX

      total annual return to that of other funds in the same category, and its figures are not adjusted for load, sales charge, or taxes. Return % Fund Comparison 1,2 This section compares the fund to its benchmark and alternatives from our Mutual Fund OneSource Select List. Fund Name Inception Ticker Exp Ratio 1 Year 3 Year 5 Year10 Year Since Incep.

    • [PDF File]Total Return Chart MonthlyReturns - The Vanguard Group

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      Inception Date Fees Expense Ratio Month Quarter Year to Date 1 Year 3 Years 5 Years 10 Years Since Inception** Stock Funds All values displayed as % 500 Index Fund Investor Shares ¯ 40 VFINX 08/31/1976 — 0.14 6.99 5.09 23.91 42.74 21.32 18.77 16.05 11.62

    • [PDF File]Building an All-ETF Subset From the Model Fund Portfolio

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      ††Performance of actual portfolio since inception (June 2003) including reinvested dividends. Source: Morningstar, Inc. Data as of 9/30/2013. Table 2. Model Fund Portfolio Annual Performance Average Annual Return (%) Cumulative Return of $10,000 ($) Model Conser- Vanguard Model Conser- Vanguard Fund Vative 500 Index Fund Vative 500 Index

    • Vanguard International Dividend Appreciation ETF Summary ...

      Since Fund Inception Fund Inception Date Vanguard International Dividend Appreciation Index Fund ETF Shares 2/25/2016 BasedonNAV Return BeforeTaxes 15.11% 12.47% Return AfterTaxes on Distributions 14.73 12.04 Return AfterTaxes on Distributions and Sale of Fund Shares 9.19 9.89 Based on Market Price Return BeforeTaxes 14.74 12.47

    • [PDF File]Vanguardfi 500 Index Fund - The Vanguard Group

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      Ticker VFINX VFIAX VFFSX Newspaper Listing 500 500Adml Van500IxInstSel CUSIPNumber 922908108 922908710 922908348 Assets (millions) (Total $770,168) $4,653 $410,664 $107,890 Inception 8/31/1976 11/13/2000 6/24/2016 Expense Ratio (as of 4/2021) 0.14% 0.04% 0.01% Top10LargestHoldings %of TotalNetAssets Apple Inc. 6.1% Microsoft Corp. 5.8 Alphabet ...

    • [PDF File]VFINX Equity Curves

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      VFINX is a mutual fund which ... 1 The annualized return is the fictitious constant annual return which would reproduces the cumulative ... maximum drawdown are measured since the inception of a strategy. The CIMI Group measures MAR over the same intervals as the other performance

    • [PDF File]Annual Total Return Table for the S&P 500 Index of Stocks

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      total return rate was 16.61%. Measuringworth seems to be a proxy for the S&P 500 Index. Example 4. We will use the Accumulated Total Return in measuringworth to calculate the average Annual Total Return rate from the beginning of 1975 to the beginning of 1985, a total of ten years. For the Jan. of 1975, measuringworth gives 2351.83.

    • Total Return Chart MonthlyReturns

      Inception Date Fees Expense Ratio Month Quarter Year to Date 1 Year 3 Years 5 Years 10 Years Since Inception** Stock Funds All values displayed as % 500 Index Fund Investor Shares ¯ 40 VFINX 08/31/1976 — 0.14 -4.66 0.54 15.81 29.84 15.85 16.74 16.47 11.47

    • [PDF File]Model Portfolios Report

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      Annualized Total Return Model Name Weighted Expense Ratio (%) Standard Deviation 5-Year 1-Year 3-Year 5-Year 10-Year Turnover Return since 1-Year 3-Year 3-Month YTD inception Conservative (Inception Date: 2/28/2005 | Rebalancing frequency: Quarterly) Actual Model as of 3/31/2013 0.58 0.00 4.75 6.98 1.48 1.48 4.47 4.44 3.83 - 4.86

    • [PDF File]Vanguard S&P 500 Growth ETF Summary Prospectus

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      Since Inception (Sept. 7, 2010) Vanguard S&P 500 Growth Index Fund ETF Shares BasedonNAV Return BeforeTaxes 31.03% 13.36% 16.01% Return AfterTaxes on Distributions 30.61 12.98 15.64 Return AfterTaxes on Distributions and Sale of Fund Shares 18.63 10.63 13.46 Based on Market Price Return BeforeTaxes 31.06 13.34 16.01 Comparative Indexes

    • [PDF File]Fidelity Advisor Growth Opportunities Fund

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      (a) Since inception August 13, 2013. Investment Adviser FMR (the Adviser) is the fund’s manager. Other investment advisers serve as sub-advisers for the fund. Portfolio Manager(s) Kyle Weaver (portfolio manager) has managed the fund since July 2015. Purchase and Sale of Shares You may buy or sell shares through a

    • [PDF File]as of 08/31/11 Sample

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      RANK WITHIN CATEGORY FOR ANNUAL TOTAL RETURN % as of 08/31/2011 Rank within Category compares this fund's total annual return to that of other funds in the same category, and its figures are not adjusted for load, sales charge, or taxes. TOP 25% BOTTOM 25% RETURN % YTD-1.87 2010 14.91 2009 26.49 2008-37.02 2007 5.39 2006 15.64 FUND PROFILE as ...

    • [PDF File]Vanguard Institutional Index I VINIX

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      Total Return% as of 09-30-21 Investment Benchmark Average annual, if greater than 1 year. YTD 1 Year 3 Year 5 Year 10 Year Since Inception 15.90 29.98 15.97 16.87 16.61 10.60 Fund Return % 15.90 29.98 15.97 16.87 16.61 10.60 Load-Adj. Return % 15.19 30.96 16.43 17.11 16.76 10.82 Benchmark Return % 15.00 29.94 14.34 15.28 15.12 9.09 Category ...

    • [PDF File]Vanguard 500 Index Fund Investor Class VFINX

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      fund's total annual return to that of other funds in the same category, and its figures are not adjusted for load, sales charge, or taxes. TOP 25% BOTTOM 25% RETURN % YTD 13.51 2013 32.18 2012 15.82 2011 1.97 2010 14.91 2009 26.49 FUND PROFILE as of 12/31/14 Available at Schwab Yes Inception Date 08/31/1976 Status Open Category Large Blend ...

    • [PDF File]Prototype - Fi360

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      1.62% - Benchmark return Earned $36.00 per $1000 invested Outperformed 64% of its 1,097 peers Investment return since inception is 3.44% for your share class 0.44% - Investment expenses 1.24% - Median peer expenses Charged $4.40 annually per $1000 invested Costs less than 98% of its 1,535 peers 4.23% - Investment return 2.59% - Median peer return

    • [PDF File]VT Large Cap Value Fund Fact Sheet

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      historical measure of the variability of return earned by an investment portfolio. Risk statistics are measured using a 5-year regression analysis. For funds with shorter track records, Since Inception analysis is used. Consider these risks before investing: Value stocks may fail to rebound, and the market may not favor value-style investing.

    • VFINX - Mutual Fund Report - Zacks

      Performance Of course, investors look for strong performance in funds. This fund has delivered a 5-year annualized total return of 18.77%, and is in the top third among its category peers.

    • [PDF File]Vanguard 500 Index Fund Investor Class VFINX

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      fund's total annual return to that of other funds in the same category, and its figures are not adjusted for load, sales charge, or taxes. TOP 25% BOTTOM 25% RETURN % YTD 8.21 2013 32.18 2012 15.82 2011 1.97 2010 14.91 2009 26.49 FUND PROFILE as of 09/30/14 Available at Schwab Yes Inception Date 08/31/1976 Status Open Category Large Blend Index ...

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