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Thread: S&P 500 Return for 2004

  1. #1

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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.
    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor and this is not investment advice. Please do your own due diligence.


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  3. #2

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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%

    [u][color=#800080]:%

    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor and this is not investment advice. Please do your own due diligence.

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  5. #3

    Join Date
    Jul 2004
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    Post imported post

    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.

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  7. #4

    Join Date
    Aug 2004
    Location
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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

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  9. #5

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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.
    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor and this is not investment advice. Please do your own due diligence.

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  11. #6

    Post imported post

    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.
    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor and this is not investment advice. Please do your own due diligence.

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  13. #7
    Dave M's Avatar
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    The answer is reinvestment of dividends, Tom.

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  15. #8

    Join Date
    Mar 2004
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    , Colorado, USA
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    Post imported post

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

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  17. #9

    Join Date
    Mar 2005
    Location
    Ohio, USA, ,
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    140

    Post imported post

    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?


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  19. #10

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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.

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  21. #11

    Join Date
    Mar 2005
    Location
    Ohio, USA, ,
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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?

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  23. #12

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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!!

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S&P500 (C Fund) (delayed)
S&P 500 Return for 2004
(Stockcharts.com Real-time)
DWCPF (S Fund) (delayed)
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EFA (I Fund) (delayed)
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S&P 500 Return for 2004
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