The Money Mustache Community
Learning, Sharing, and Teaching => Ask a Mustachian => Topic started by: DrJohn on September 22, 2014, 12:48:10 AM
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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.
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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