The Lemon Fool

Are there are websites that would allow me to calculate (with graphs, preferably) rolling, six-month, total returns of selected investment trusts?

You can do it on the AIC site but its slow progress as must be done individually trust by trust, period by period. So if you want to do it for many 6 month periods and many ICs it would not be the most appropriate solution

You can change the dates in the chart on this page for example https://www.theaic.co.uk/companydata/0P ... erformance

Avantegarde wrote:Are there are websites that would allow me to calculate (with graphs, preferably) rolling, six-month, total returns of selected investment trusts?

Try this: https://www2.trustnet.com/Tools/Chartin ... IB,NB:AFIC
Works for a variety of holding types, UTs, OEICs, ITs, ETFs, individual shares and more. You can look at total return, or exclude dividend reinvestment

I have an ssISA with Interactive Investor: http://www.ii.co.uk

If you use the search function at the top, you should see a graph and more info underneath including a list of similar ITs, stocks etc. As far as I know, the figures are total returns going back for 1m, 1y, 3y, 5y.

Willing to be corrected if I've misinterpreted the figures.


Steve

HL have a comparator tool. It gives total return over 1,3 & 5 years of up to 7 instruments at a time.

https://www.hl.co.uk/funds/fund-discoun ... ion/charts