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Is your large-cap index fund alarming?


The following table lists all S&P 500 index funds in this month's FundAlarm database.
Funds are listed in descending order of 5-year returns (i.e., best first) versus the Vanguard 500 Index fund,
which is the benchmark FundAlarm uses to evaluate the performance of all large-cap domestic funds.
The Vanguard 500 Index fund is shown in bold.
S&P 500 Index fundReturn (%) vs. benchmark
(Vanguard 500 Index)
Alarm status
12 mo 3 yrs. 5 yrs.
Vanguard 500 Index Adm (VFIAX) 0.12 0.1 0.08 NO-ALARM
California Investment S&P 500 Index (SPFIX) -0.18 -0.04 0.06  
DWS Equity 500 Index Instl (BTIIX) 0.09 0.04 0.02 NO-ALARM
Fidelity Spartan 500 Index (FSMKX) 0.08 0.03 0.01 NO-ALARM
USAA S&P 500 Index (USSPX) -0.07 -0.18 0  
Vanguard 500 Index (VFINX) 0 0 0  
USAA S&P 500 Index Reward (USPRX) 0.03 -0.01 -0.02  
SSgA S&P 500 Index (SVSPX) -0.05 -0.04 -0.06 3-ALARM
MainStay S&P 500 Index I (MSPIX) -0.13 -0.12 -0.09 3-ALARM
SEI Index S&P 500 Index E (TRQIX) -0.15 -0.12 -0.12 3-ALARM
DWS Equity 500 Index Inv (BTIEX) -0.09 -0.12 -0.12 3-ALARM
State Street Equity 500 Index A (STFAX) -0.14 -0.14 -0.14 3-ALARM
E*TRADE S&P 500 Index (ETSPX) 0.11 -0.09 -0.15  
T. Rowe Price Equity Index 500 (PREIX) -0.19 -0.19 -0.16 3-ALARM
Merrill S&P 500 Index I (MASRX) -0.16 -0.18 -0.21 3-ALARM
Allegiant S&P 500 Index I (AQDIX) -0.35 -0.23 -0.24 3-ALARM
Munder Index 500 Y (MUXYX) -0.23 -0.27 -0.29 3-ALARM
Vantagepoint 500 Stock Index I (VPFIX) -0.31 -0.33 -0.31 3-ALARM
DWS S&P 500 Index AARP (ASPIX) -0.38 -0.36 -0.32 3-ALARM
DWS S&P 500 Index S (SCPIX) -0.38 -0.36 -0.32 3-ALARM
SEI Index S&P 500 Index A (SSPIX) -0.31 -0.37 -0.33 3-ALARM
Dreyfus S&P 500 Index (PEOPX) -0.4 -0.39 -0.37 3-ALARM
MainStay S&P 500 Index A (MSXAX) -0.58 -0.52 -0.41 3-ALARM
Legg Mason Partners S&P 500 Index A (SBSPX) -0.52 -0.52 -0.45 3-ALARM
Merrill S&P 500 Index A (MDSRX) -0.47 -0.46 -0.46 3-ALARM
Munder Index 500 A (MUXAX) -0.53 -0.55 -0.53 3-ALARM
Morgan Stanley S&P 500 Index A (SPIAX) -0.63 -0.6 -0.55 3-ALARM
Munder Index 500 K (MUXKX) -0.57 -0.56 -0.56 3-ALARM
AIM S&P 500 Index Inv (ISPIX) -0.6 -0.58 -0.61 3-ALARM
Principal Inv Lg Cap S&P500 Idx A (PLSAX) -0.75 -0.78 -0.71 3-ALARM
Munder Index 500 B (MUXBX) -0.82 -0.84 -0.81 3-ALARM
Morgan Stanley S&P 500 Index B (SPIBX) -1.48 -1.44 -1.34 3-ALARM
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