Looking For New Source For Comparative Total Return Charts

Comments

• Ted

  July 2019 edited July 2019

  @davfor: Is this what you looking for ?
  Regards,
  Ted
  Nasdaq.Com
  https://www.nasdaq.com/quotes/mutual-fund-comparison-charts.aspx
  
  Stock Charts. Com:
  https://stockcharts.com/freecharts/
  
• Lawlar

  July 2019

  I subscribe to stockcharts.com. It gives me the ability to chart my mutual funds in numerous ways. For example, I can set up a chart that shows several funds performances in percentage terms. I can vary the start and end dates. This gives me a visual as to how these funds are doing in relation to each other. I can also create charts that show in percentage terms how my funds are doing compared to various indexes. These charts are a great visual as to which funds are performing well and which are falling behind.
• msf

  July 2019

  Try Fidelity's fund research pages (but only for funds, not ETFs, etc.). Each fund has a "compare" link toward the upper righthand corner that you can use to compare with other funds. Or you can just go directly to an empty compare page here, and add your funds to compare.
  https://www.fidelity.com/fund-screener/compare.shtml
  
  These are total return graphs with flexible end points. Unfortunately they don't extend beyond ten years.
  
  M* still provides fund comparisons by clicking on the performance tab, then on the "show interactive chart" button at the upper left of the graph. I've found that you usually have to spell out the name of the fund you want to compare the initial fund to - even if it recognizes the ticker, no data is displayed for the added fund. The data is flaky - sometimes it shows two entries for the same fund (even with the same ticker). If you pick the wrong one, no data is shown, but if you pick the right one, you get the desired comparison.
  
  As @davfor noted, the "link to" feature at M* is gone. So while I can describe what to do, and M* does still seem to provide the greatest range in dates,greatest flexibility in end points, ETFs etc., it has become the hardest to use and impossible to link to.
• davfor

  July 2019 edited July 2019

  @Ted @Lawlar Thanks for the comments. The PerfChart in Teds link does much of what I am looking for although it does not appear to offer the option of saving a created chart that includes a specified starting date such as YTD. It sounds like the subscription service may include this option. Is this correct? Also, here is a 01/02/19 to 7/17/19 search using both a Perfchart and a M* chart (created from an old saved link). It includes one fund, ETF, CEF, and stock. Odd variations in YTD performance. BTBFX has no YTD distributions so that doesn't impact the difference on that one. MCI variations may be partially attributable to using NAV vs. market price in the calculation?? But the difference still doesn't make sense......
  
  
  Holding......PerfChart......M*
  
  BTBFX .......16.73% ......16.49%
  MCI...........7.42%..........5.52%
  MAIN.........27.34%........28.34%
  ACWV........16.28%........16.08%
  
  PerChart (with default start date)
  
  https://stockcharts.com/freecharts/perf.php?BTBFX,MCI,MAIN,ACWV
  
  M* (with YTD start date included)
  
  https://quotes.morningstar.com/chart/fund/chart.action?t=BTBFX&dataParams=%7B%22zoomKey%22%3A11%2C%22version%22%3A%22US%22%2C%22showNav%22%3Atrue%2C%22defaultShowName%22%3A%22name%22%2C%22mainSettingId%22%3A%22main%22%2C%22navSettingId%22%3A%22nav%22%2C%22benchmarkSettingId%22%3A%22benchmark%22%2C%22sliderBgSettingId%22%3A%22sliderBg%22%2C%22volumeSettingId%22%3A%22volume%22%2C%22defaultBenchmark%22%3Afalse%2C%22id%22%3A%22FOUSA00EF4%7C0P00009R6H%7CFCUSA000A8%7CF00000MBN7%22%2C%22type%22%3A%22FO%7CST%7CFC%7CFE%22%2C%22region%22%3A%22USA%22%2C%22name%22%3A%22XNAS%3ABTBFX%7CXNYS%3AMAIN%7CXNYS%3AMCI%7CARCX%3AACWV%22%2C%22baseCurrency%22%3A%22USD%22%2C%22defaultBenchmarks%22%3A%5B%22%22%2C%22%22%5D%2C%22chartType%22%3A%22growth%22%2C%22startDay%22%3A%2201%2F02%2F2019%22%2C%22endDay%22%3A%2207%2F17%2F2019%22%2C%22chartWidth%22%3A955%2C%22SMA%22%3A%5B%5D%7D
  
  
• davfor

  July 2019

  @msf Thanks for the comment. I use Fido's chart sometimes as that is where my money is. But I often like to go back at least 15 years and to compare different types of holdings. And, as you noted, the new M* popup chart does not appear to include a "save link" option.
• Rbrt

  July 2019

  Folks use: https://www.portfoliovisualizer.com/backtest-portfolio#analysisResults
  
• davfor

  July 2019

  @Rbrt Thanks. It looks like that tool will provide an easy way to obtain quarterly YTD data for my excel portfolio spreadsheet for my existing holdings. That's one part of what I am looking for. Its helpful it accommodates varying numbers of holdings. I compared the 6/30/19 M* sourced data from my saved spreadsheet to the online Portfolio Visualizer data for the 4 holdings noted above. It was identical for 2 of them and varied by a trivial .04% for ACWV. It differed by 2.90% for MCI but I suspect that was due to M*s use of NAV rather than market price for CEFs. Using market price makes more sense to me anyway. Do you know how soon after the end of the month the data becomes available at the Portfolio Visualizer site?
• catch22

  July 2019

  @davfor
  >>>This M* area still functions as the "old version".
  I've set this link to FBALX. One is still able to place a new ticker to review and the reloaded page remains at the performance page tab.
  The risk/rating still works; which I review for some holdings to review the upside/downside capture info.
  Also, testing the compare with an etf worked fine.
  
  http://performance.morningstar.com/fund/performance-return.action?t=FBALX
  
  >>>This below link for funds category return page still functions as well, although I'm finding clicking on other tabs to move to another area now takes me to the "new" M*.
  I view this page for a broad overview of sectors.
  
  http://news.morningstar.com/fund-category-returns/
  
  Fun, fun, eh???
  
  Take care,
  Catch
  
  
• davfor

  July 2019

  @catch22
  
  Thanks for the links. I have some old saved links similar to the ones you posted above. But I suspect those links may die fairly soon as they continue to phase out their old format. So, I am trying to be proactive rather than having to think about it at the funeral....
• davidrmoran

  July 2019

  your yuge link above works fine, to the old site style, and I have edited it down w dseex as the base and bookmarked it
  
  we shall see what handy functionality remains in a few weeks
• catch22

  July 2019

  @davidrmoran
  Parts of the performance link page had begun to fail several months ago. Numerous etf's and some stock tickers could not be identified by M*.
  Hoping at least this page function continues to function.
• davidrmoran

  July 2019

  me too
  
  today I got a notice at the very top saying changes in progress or some such
  
  so I am thinking we will know the state of play settled in a few weeks
• Ted

  July 2019

  @MFO Members: Over the last two years I have linked the following from M* early every Saturday morning. So far the new M* site has kept them. Off of the home page click on Markets at top of page far right. Then scroll down to Performance Tables on the right.
  Regards,
  Ted
  https://www.mutualfundobserver.com/discuss/discussion/51323/m-indexes-fund-category-returns-etfs-cefs-ytd-weekly-7-19-19#latest
  
  M* Home Page:
  https://www.morningstar.com/