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Need annual performance for last 20 years
07-28-2008, 01:45 PM
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#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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07-28-2008, 01:50 PM
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#2
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Thinks s/he gets paid by the post
Join Date: Nov 2007
Posts: 1,052
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Try Morningstar.com
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07-28-2008, 01:56 PM
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#3
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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 Quote:
Originally Posted by Art G
Try Morningstar.com
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Principia is better......... 
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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07-28-2008, 02:07 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Nov 2007
Posts: 1,052
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Or Thompson Financial.
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07-28-2008, 02:08 PM
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#5
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Thinks s/he gets paid by the post
Join Date: Nov 2007
Posts: 1,052
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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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07-28-2008, 02:09 PM
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#6
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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Quote:
Originally Posted by Art G
Or Thompson Financial.
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They're ok, graphics on Principia are bettwe,IMO...........
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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07-28-2008, 02:13 PM
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#7
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Thinks s/he gets paid by the post
Join Date: Jan 2008
Posts: 2,020
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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....
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07-28-2008, 02:20 PM
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#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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07-28-2008, 02:21 PM
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#9
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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Quote:
Originally Posted by Marquette
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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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........... 
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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07-28-2008, 02:25 PM
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#10
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Thinks s/he gets paid by the post
Join Date: Nov 2007
Posts: 1,052
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Quote:
Originally Posted by Tiger
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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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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07-28-2008, 02:37 PM
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#11
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Thinks s/he gets paid by the post
Join Date: May 2008
Location: Cooksburg,PA
Posts: 1,873
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I would like to get 20 year performance also. Morningstar Premium gives 15 year returns.
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07-28-2008, 02:41 PM
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#12
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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Quote:
Originally Posted by Free To Canoe
I would like to get 20 year performance also. Morningstar Premium gives 15 year returns.
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Don't know where for that, why do you need 20-year numbers?
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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07-28-2008, 02:56 PM
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#13
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Thinks s/he gets paid by the post
Join Date: Nov 2007
Posts: 1,052
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I have the software, but it's not cheap. Why would anyone need it though?
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07-28-2008, 04:27 PM
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#14
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Thinks s/he gets paid by the post
Join Date: May 2008
Location: Cooksburg,PA
Posts: 1,873
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Can of Worms
Quote:
Originally Posted by FinanceDude
Don't know where for that, why do you need 20-year numbers?
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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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07-28-2008, 05:18 PM
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#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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07-29-2008, 08:31 AM
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#16
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Thinks s/he gets paid by the post
Join Date: Nov 2007
Posts: 1,052
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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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07-29-2008, 10:28 AM
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#17
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Thinks s/he gets paid by the post
Join Date: Jul 2005
Posts: 4,366
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How many funds have had the same manager(s) for 20 years?
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07-29-2008, 10:29 AM
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#18
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Thinks s/he gets paid by the post
Join Date: Jan 2008
Posts: 2,020
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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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07-29-2008, 10:54 AM
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#19
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Thinks s/he gets paid by the post
Join Date: Nov 2007
Posts: 1,052
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Quote:
Originally Posted by Animorph
How many funds have had the same manager(s) for 20 years?
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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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