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!
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Best sites to look at fund performance for specific dates/years
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- Lemon Quarter
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Re: Best sites to look at fund performance for specific dates/years
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
As per your specific how about https://www.morningstar.com/etfs/xams/vwrl/performance
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- Lemon Quarter
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Re: Best sites to look at fund performance for specific dates/years
Hargreaves Lansdowne hl.co.uk
You can select the "Charts and Performance" tab and select specific dates, add comparators, etc.
Paul
You can select the "Charts and Performance" tab and select specific dates, add comparators, etc.
Paul
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- Lemon Slice
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Re: Best sites to look at fund performance for specific dates/years
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
https://www2.trustnet.com/Tools/Chartin ... 22Q,FGEAMA
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