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Learning, Sharing, and Teaching => Ask a Mustachian => Topic started by: lightbulb on December 13, 2015, 04:29:48 AM

Title: Vanguard - different returns reported?
Post by: lightbulb on December 13, 2015, 04:29:48 AM
Hello,

Can someone explain the difference between different reported returns for Vanguard ETFs, i.e.
- Returns before taxes
- Returns after taxes on distributions
- Returns after taxes on distributions and sale of fund shares

Explanations from investors in  Vanguard BNDX, BND and VT are especially welcome. I do have an idea of my own, but it may be wrong.

The reason I am asking is that I am trying to figure out, whether it is better to leave my current investments in tax deferred fund, a sort of a restricted mix of IRA nd 401(k) available in my country, or cash in, take a 42% tax blow, and invest in global stock index, see http://forum.mrmoneymustache.com/ask-a-mustachian/17keur-leave-it-be-or-cash-in-pay-tax-and-index-invest/ (http://forum.mrmoneymustache.com/ask-a-mustachian/17keur-leave-it-be-or-cash-in-pay-tax-and-index-invest/)  for details. Therefore I am doing an analysis of past returns of "comparable" index funds, and I would like to compare apples with apples.

Title: Re: Vanguard - different returns reported?
Post by: matchewed on December 13, 2015, 07:10:09 AM
I posted in your other topic as that has more information.