Best sites to look at fund performance for specific dates/years

[dingdong]

Hi

Most fund sites show performance of their funds over 1 month, 3 month, 3 year etc. I assume this is a trailing figure that gets updated each month.

What sites do people use if they want to see performance of a fund for a particular calendar year (or specific date range) to enable comparisons against their own portfolio for a particular year.

e.g. what was the performance of VWRL in 2022 as an example of the sort of query I'm looking to answer


Thanks!

[kempiejon]

I think a few places to allow you to pick your specific discrete time period, what are you using currently? I Use AIC, FT, Google, Morningstar and my brokers offering
As per your specific how about https://www.morningstar.com/etfs/xams/vwrl/performance

[DrFfybes]

Hargreaves Lansdowne hl.co.uk

You can select the "Charts and Performance" tab and select specific dates, add comparators, etc.

Paul

[EthicsGradient]

TrustNet also allows you to put in specific start and end dates for charts - click on "Timescale" on eg

https://www2.trustnet.com/Tools/Chartin ... 22Q,FGEAMA

[dingdong]

Perfect - many thanks all!