How do I find the growth of $10,000 for a specific date range

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Theseus
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Joined: Sat Jan 23, 2016 9:40 am

How do I find the growth of $10,000 for a specific date range

Post by Theseus » Mon Apr 02, 2018 6:00 pm

I am looking for a way to determine growth of $10,000 from a specific date. The sites I have seen gives this information for period in the years. But no way to specify specific date range.

E.g. what would be my investment worth today if I had invested $10,000 on 1/17/2018.

Is there any easy way to do this?

Nate79
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Location: Portland, OR

Re: How do I find the growth of $10,000 for a specific date range

Post by Nate79 » Mon Apr 02, 2018 6:02 pm

Morningstar charts tab.

Theseus
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Re: How do I find the growth of $10,000 for a specific date range

Post by Theseus » Mon Apr 02, 2018 6:09 pm

Nate79 wrote:
Mon Apr 02, 2018 6:02 pm
Morningstar charts tab.
That's the first thing I tried. But I think that gives me only the price of the fund. I am looking for a total return including the dividends.

Or is there a way to do this in M* that I don't know how to?

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oldzey
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Re: How do I find the growth of $10,000 for a specific date range

Post by oldzey » Mon Apr 02, 2018 6:10 pm

Here's one for Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX):

Growth is selected by default (top left of chart), which includes reinvesting dividends.

http://quotes.morningstar.com/chart/fun ... ture=en_US
"The broker said the stock was 'poised to move.' Silly me, I thought he meant up." ― Randy Thurman

Theseus
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Re: How do I find the growth of $10,000 for a specific date range

Post by Theseus » Mon Apr 02, 2018 6:17 pm

oldzey wrote:
Mon Apr 02, 2018 6:10 pm
Here's one for Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX):

Growth is selected by default (top left of chart), which includes reinvesting dividends.

http://quotes.morningstar.com/chart/fun ... ture=en_US
Thank you. This is exactly what I was looking for. But when I go to M* myself, it just shows the price. I don't see "Growth" option. Is that something I have to activate?

Theseus
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Re: How do I find the growth of $10,000 for a specific date range

Post by Theseus » Mon Apr 02, 2018 6:20 pm

Theseus wrote:
Mon Apr 02, 2018 6:17 pm
oldzey wrote:
Mon Apr 02, 2018 6:10 pm
Here's one for Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX):

Growth is selected by default (top left of chart), which includes reinvesting dividends.

http://quotes.morningstar.com/chart/fun ... ture=en_US
Thank you. This is exactly what I was looking for. But when I go to M* myself, it just shows the price. I don't see "Growth" option. Is that something I have to activate?
Ok. I figured it out. If I used ETF it won't show "Growth" option. But for mutual fund it shows that option.

Thank you !!

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oldzey
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Re: How do I find the growth of $10,000 for a specific date range

Post by oldzey » Mon Apr 02, 2018 7:34 pm

Yes, that's a little trick - start with the mutual fund and then add in the tickers in the "Compare to Symbol" box.
"The broker said the stock was 'poised to move.' Silly me, I thought he meant up." ― Randy Thurman

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