Search found 3 matches

by Anagoge
Fri Feb 05, 2010 7:01 pm
Forum: Investing - Theory, News & General
Topic: Simba's backtesting spreadsheet [a Bogleheads community project]
Replies: 1046
Views: 581782

Where did you get the 2009 BRSIX returns? There was a mismatch for the 2008 returns for BRSIX between Bridgeway and Morningstar websites. I used the returns listed on the Bridgeway website. I was referencing the Morningstar data. The latest Bridgeway audited prospectus (click "Get a Prospectus...
by Anagoge
Sun Jan 17, 2010 2:03 am
Forum: Investing - Theory, News & General
Topic: Simba's backtesting spreadsheet [a Bogleheads community project]
Replies: 1046
Views: 581782

Thanks for the updated spreadsheet. It is clear a lot of work went into this. I took a look at the OpenOffice version and it seems to be missing the 1985-2009 data for a few mutual funds: BRSIX (J80), PCRIX (R80), and PIGLX (AM80). I assume the goal is to track total returns for the calendar year, w...
by Anagoge
Thu Feb 26, 2009 1:04 pm
Forum: Investing - Theory, News & General
Topic: Simba's backtesting spreadsheet [a Bogleheads community project]
Replies: 1046
Views: 581782

I have updated the spreadsheet to reflect the same. I am making another change to the SS and will upload it sometime tomorrow. Simba, did you have any luck completing your updates? I'm particularly interested in investigating the addition of a small amount of gold to a portfolio over time. Thanks!