Author Topic: Portfolio Value Increase Hindcast  (Read 1042 times)

DrJohn

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Portfolio Value Increase Hindcast
« on: September 22, 2014, 12:48:10 AM »
So, I have a portfolio and don't know if it is doing well compared to what I could have had from an alternate theoretical portfolio of Vanguard mutual funds that I have in mind.  I tried plugging into a spreadsheet mutual fund prices for the theoretical portfolio showing change between 01/02/14 and 09/19/14 and it showed an increase in value of about 4%.  However, this did not account for distributions during that time period which would have added further significant value.

I'm sure I have seen mention of a tool to show what past performance of funds in such a theoretical portfolio would have been on this forum, but can't remember what/where it is.

Can anyone help?

Thanks.

chasesfish

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Re: Portfolio Value Increase Hindcast
« Reply #1 on: September 22, 2014, 05:22:05 AM »
Here's my favorite, you can plug in up to 5 funds and compare them.

https://www.fidelity.com/fund-screener/research.shtml

You're correct, price alone doesn't work because funds distribute out their capital gains and dividends annually