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How can I see my VANGUARD fund performance for different periods?
Old 03-18-2006, 09:53 AM   #1
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How can I see my VANGUARD fund performance for different periods?

I've looked more than once, and dont see anywhere to find what I want.

On my other accounts (John Hancock), I can enter two dates and see my personal rate of return since then.

All vanguard has, I think, is 1, 3 5 yr returns, and YTD.

Is there something I'm missing?

I want to see my return since Oct 1 2005.

Thanks!
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Re: How can I see my VANGUARD fund performance for different periods?
Old 03-18-2006, 12:23 PM   #2
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Re: How can I see my VANGUARD fund performance for different periods?

That is one of my personal bones with Vanguard, too. I have not found a way to do it either.

The closest thing for me is to go to the My Portfolio tab, Performance, then at the bottom of the page there is a link for"View current value versus net investment graph". Since I have not put anything in this pot for years, I just eyeball the graph at points of interest, jot down the estimated values and calculate the return by hand.

It should be possible to do a custom ROI, even a Discounted Cash Flow that takes into account new money using a lilttle Java applet, but no. This site is as bad as trying to track investments with Quicken, maybe worse.

Still, under Fidelity's web site for my 401k, "Performance" simply shows the performance for the funds available in our plan, so it is even worse.

What galls me is that Vanguard sends me flyers (printed with MY MONEY) that pat themselves on the back about how great their web site is. Pththhthth.

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Re: How can I see my VANGUARD fund performance for different periods?
Old 03-18-2006, 12:29 PM   #3
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Re: How can I see my VANGUARD fund performance for different periods?

Use Quicken or MSMoney.
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Re: How can I see my VANGUARD fund performance for different periods?
Old 03-18-2006, 12:56 PM   #4
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Re: How can I see my VANGUARD fund performance for different periods?

If you have access to Excel you can download a file from Vanguard's site & then use the XIRR funtion to calculate your personal rate of return.


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Re: How can I see my VANGUARD fund performance for different periods?
Old 03-18-2006, 01:05 PM   #5
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Re: How can I see my VANGUARD fund performance for different periods?

Quote:
Originally Posted by AnemicOak
If you have access to Excel you can download a file from Vanguard's site & then use the XIRR funtion to calculate your personal rate of return.


no habla excel
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Re: How can I see my VANGUARD fund performance for different periods?
Old 03-19-2006, 12:45 AM   #6
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Re: How can I see my VANGUARD fund performance for different periods?

Try Open Office. Runs on all platforms.

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