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~15% is the max. drop down difference during the great recession, while ~6% is the 2008 drop down difference. Pick your preference for your analysis:-).
No offense. I frequently use Yahoo history data to confirm what I learn from MFO discussions. When I find inconsistency, I bring it up to your attention.
The difference of Max. Drop Down between VIG and FPACX is ~15% based on Yahoo Adjust Pric…
Calculate the total return for DLN and VIG using Yahoo's Adjust Close Price history data,
For the trailing 5 year (3/20/09-3/20/14), the total return are
DLN: 264.25% ~ 1.2164^5
VIG: 244.88% ~ 1.1976^5
If extend the trailing period t…
The ~200% S&P 500 total return gain, I quoted, is derived from Yahoo's adjusted close price of VFINX.
Date,Open,High,Low,Close,Volume,Adj Close
2014-03-07,173.75,173.75,173.75,173.75,000,173.75
2009-03-09,62.65,62.65,62.65,62.65,000,56…
In terms of the drawdown characteristics since the inception 6/1/12, PAIDX is compatible to RPHYX. Unfortunately, its return (2.13% since 6/1/12) is much worst than RPHYX (6.26% since 6/1/12).
I do not read the article, but the 2013 performance of FOCIX does hit me with "Strange"! Most of its 2013 ~30% return is achieved in ~3 weeks, 5/3/2013 - 5/21/2013, with 23.76% gain.
