S&P 500 Return for 2004

[tsptalk]

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Mike wrote:

What percentage is the S&P up at this point on the year? I just calculated my own return last night and I'm at 10.25% now.

What do you know? The S&P 500 is up only 9.1%. Hmmm! For some reason the C fund is up 10.99%. That doesn't sound right. I've never seen that big of a difference between the two. Anyone see a flaw in my thinking?

S&P 500 close 12/31/03 = 1111.92
S&P 500 close 12/30/04 = 1213.55 = +9.14%

C fund share price 12/31/03 = 11.65
C fund share price 12/30/04 = 12.93 = +10.99%

So Mike, we are both beating the S&P 500 with one day to go.

 

[tsptalk]

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tsptalk wrote:

Anyone see a flaw in my thinking?

Per fool.com

Recent Performance S&P 500 (12/30/04)

Year To Date +9.14%

:%

 

[Mike]

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That is really strange. Of course, no index fund perfectly mimics the index it tracks, and I'll gladly take this situation over the alternative of an index fund underperforming. :^

What I find equally strange is the fact that the C fund didn't move for three days. That is truly twilight zonish for a stock fund. :shock:

 

[Spaf]

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Mike wrote:

That is really strange.

Strange things happen! But, it's a bullish market right now. Play the stocks (equities), whatever?

Stay the course with your plan! The bulls are in now! Tomorrow will tell!

Rgds Spaf

 

[tsptalk]

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Mike wrote:

Of course, no index fund perfectly mimics the index it tracks, and I'll gladly take this situation over the alternative of an index fund underperforming. :^

Going back 5 years to1999, the largest discrepancy was .15% This is almost 2%! Something is strange. And yeah, we would be screaming bloody murder if it went the other way.

 

[tsptalk]

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I think I found my flaw. The S&P 500 was up 26.38% in 2003 but the C fund was up 28.69%. Same scenario. I believe it has to do with dividend income. I heard someone on CNBC talk about an 11.3 % (including Friday's mid-day gain) annualized return for the S&P 500 this year and we see that it is only up 9.14% (as of Thursday) so I knowI'm missing something. I'm still researching.

 

[Dave M]

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The answer is reinvestment of dividends, Tom.

 

[Rolo]

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Ya, if you enable display of events/dividends on bigcharts.com, you will see them for SP500.

 

[macdtrader]

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Performance update since 12-31-04:

G = +1.217%

I = +0.646%

F = +0.096%

C = -1.472%

S = -3.191%

Can anyone tell me what will cause the C, S and IFunds to outperform the G Fund in 2005?

 

[cowboy]

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Daily fluctuation over time will out perform the G & F as a rule. G up .13 for the year, S up .09 yesterday in one day. Does that help.

 

[macdtrader]

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Yes,thank youcowboy.Would youplease explain more about your trading systemto time the daily fluctuations ofS Fundand beat the G Fund returns?

 

[cowboy]

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I will try to respond to your question in my account talk as soon as I can. Right now trying to get a feel here! It's like being on a date with a good looking female and you just want to cop a feel. No offense ladys!!