Vanguard "Personal Performance"; those with accounts >10 years

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AllenSmith
Posts: 136
Joined: Tue May 13, 2014 1:35 pm

Vanguard "Personal Performance"; those with accounts >10 years

Post by AllenSmith » Fri Apr 21, 2017 8:13 am

I think my Vanguard account is now slightly over 10 years old.

I believe I could always see the Personal Returns in table form since the inception of my account, but now that I am >10 years, I can only see the last 10 years.

Do other longtime account holders have the same issue?

RudyS
Posts: 833
Joined: Tue Oct 27, 2015 10:11 am

Re: Vanguard "Personal Performance"; those with accounts >10 years

Post by RudyS » Fri Apr 21, 2017 8:45 am

Same for me. But it's only my "recent" investment strategy that really matters to me - so I can compare with just total market, or whatever.

AllenSmith
Posts: 136
Joined: Tue May 13, 2014 1:35 pm

Re: Vanguard "Personal Performance"; those with accounts >10 years

Post by AllenSmith » Fri Apr 21, 2017 8:53 am

That seems lame -- its not that much more data to keep on hand, is it?

dbr
Posts: 24132
Joined: Sun Mar 04, 2007 9:50 am

Re: Vanguard "Personal Performance"; those with accounts >10 years

Post by dbr » Fri Apr 21, 2017 8:59 am

AllenSmith wrote:That seems lame -- its not that much more data to keep on hand, is it?
Seemingly. They even publish fund data "from inception."

powerplay
Posts: 3
Joined: Thu Apr 13, 2017 8:22 am
Location: Michigan

Re: Vanguard "Personal Performance"; those with accounts >10 years

Post by powerplay » Fri Apr 21, 2017 9:04 am

Not Vanguard but my Fidelity account will only show 10 years through last quarter end as well. Frustrating because I only recently started doing my own spreadsheets. I've been with Fidelity for 16 years and Vanguard less than a year.

AllenSmith
Posts: 136
Joined: Tue May 13, 2014 1:35 pm

Re: Vanguard "Personal Performance"; those with accounts >10 years

Post by AllenSmith » Fri Apr 21, 2017 9:08 am

Yes, very surprising to me. Wow

Faith20879
Posts: 503
Joined: Fri Mar 02, 2007 10:16 am

Re: Vanguard "Personal Performance"; those with accounts >10 years

Post by Faith20879 » Fri Apr 21, 2017 9:09 am

Yes my T. Rowe Price 401K also only shows 10 years return. Why is that?

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