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Need annual performance for last 20 years
Old 07-28-2008, 02:45 PM   #1
 
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Need annual performance for last 20 years

Does anybody know where I can find a site that allows me to find the annual performance of all mutual funds for the last 20 years?
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Old 07-28-2008, 02:50 PM   #2
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Try Morningstar.com
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Old 07-28-2008, 02:56 PM   #3
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Try Morningstar.com
Principia is better.........
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Old 07-28-2008, 03:07 PM   #4
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Or Thompson Financial.
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Old 07-28-2008, 03:08 PM   #5
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Oh wait a minute....I didn't notice the yankkee emblem as an avatar......Go find it yourself!
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Old 07-28-2008, 03:09 PM   #6
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Or Thompson Financial.
They're ok, graphics on Principia are bettwe,IMO...........
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Old 07-28-2008, 03:13 PM   #7
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Principia is better.........
How on earth is Principia Mathematica going to help here? I mean, it is one of the best bodies of work of all time, but still....
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Old 07-28-2008, 03:20 PM   #8
 
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I should have mentioned that I wanted a place where the data is free.

By the way M* and Principia only go back 12 years.

Art G how close to Boston do you live?
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Old 07-28-2008, 03:21 PM   #9
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How on earth is Principia Mathematica going to help here? I mean, it is one of the best bodies of work of all time, but still....
Principia is a subscription-based mutual fund analytical tool. They also offer stock and VA tools for a fee.......

Principia is $525 a year, so not everyone will buy it...........
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Old 07-28-2008, 03:25 PM   #10
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I should have mentioned that I wanted a place where the data is free.

By the way M* and Principia only go back 12 years.

Art G how close to Boston do you live?

LOL! According to Maquest, about 1800 miles. You don't have to be in the Red Sox nation to hate the yankees. I was just up there for a game recently and treated by the employees about as badly as I would have expected. They lived up to all my expectations!
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Old 07-28-2008, 03:37 PM   #11
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I would like to get 20 year performance also. Morningstar Premium gives 15 year returns.
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Old 07-28-2008, 03:41 PM   #12
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I would like to get 20 year performance also. Morningstar Premium gives 15 year returns.
Don't know where for that, why do you need 20-year numbers?
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Old 07-28-2008, 03:56 PM   #13
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I have the software, but it's not cheap. Why would anyone need it though?
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Old 07-28-2008, 05:27 PM   #14
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Quote:
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Don't know where for that, why do you need 20-year numbers?
I would like this data to answer the age old question:
Which performs better, an index fund or a managed fund?

Or more specificly, will my chosen managed funds continue to outperform the index. Is it true that some funds / fund managers defy the "mean revision" trend? I have read books and heard opinions. I want to find recent data to decide for myself.

I don't mean to open a can of worms or thread hijack but you did ask.

Your opinions and help are always appreciated.
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Old 07-28-2008, 06:18 PM   #15
 
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The reason that I want those stats is so I can see how a fund faired as compared to the market.
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Old 07-29-2008, 09:31 AM   #16
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I can tell ya' that every American Fund with a stock in it, has outperformed the S&P since its' inception. Does that help?
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Old 07-29-2008, 11:28 AM   #17
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How many funds have had the same manager(s) for 20 years?
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Old 07-29-2008, 11:29 AM   #18
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Hmm, I can install Morningstar Direct but I'm having trouble finding if we have a copy of Morningstar Principia here.
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Old 07-29-2008, 11:54 AM   #19
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How many funds have had the same manager(s) for 20 years?

If you're asking me, it's a two part answer. American Funds doesn't use a single manager system. They have all their funds multi managed.
With that said, the average time on the job for their managers is like 26 years.
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