What's the best website to see a stock/mutual funds previous performance?

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masonstone
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Joined: Thu Feb 01, 2018 4:01 pm

What's the best website to see a stock/mutual funds previous performance?

Post by masonstone » Sat Apr 04, 2020 2:44 pm

What's the best website to see the previous performance of a stock, etf, bond, and treasuries?

Thanks!

Makefile
Posts: 222
Joined: Fri Apr 22, 2016 11:03 pm

Re: What's the best website to see a stock/mutual funds previous performance?

Post by Makefile » Sat Apr 04, 2020 2:45 pm

Many here like PortfolioVisualizer.com

Topic Author
masonstone
Posts: 576
Joined: Thu Feb 01, 2018 4:01 pm

Re: What's the best website to see a stock/mutual funds previous performance?

Post by masonstone » Sat Apr 04, 2020 2:48 pm

Makefile wrote:
Sat Apr 04, 2020 2:45 pm
Many here like PortfolioVisualizer.com
Do you know of a free website?

TropikThunder
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Re: What's the best website to see a stock/mutual funds previous performance?

Post by TropikThunder » Sat Apr 04, 2020 6:41 pm

masonstone wrote:
Sat Apr 04, 2020 2:48 pm
Makefile wrote:
Sat Apr 04, 2020 2:45 pm
Many here like PortfolioVisualizer.com
Do you know of a free website?
The majority of what most people want to do is still free on PV.

pshonore
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Re: What's the best website to see a stock/mutual funds previous performance?

Post by pshonore » Sun Apr 05, 2020 9:27 am

buyupside.com is a good site but limited to stocks. (no ETFs or funds)

Mr.BB
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Re: What's the best website to see a stock/mutual funds previous performance?

Post by Mr.BB » Sun Apr 05, 2020 9:29 am

Morningstar.com
"We are what we repeatedly do. Excellence, then, is not an act, but a habit."

tibbitts
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Re: What's the best website to see a stock/mutual funds previous performance?

Post by tibbitts » Sun Apr 05, 2020 9:31 am

masonstone wrote:
Sat Apr 04, 2020 2:44 pm
What's the best website to see the previous performance of a stock, etf, bond, and treasuries?

Thanks!
Okay somebody has to ask: why does the previous performance matter?

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randyharris
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Re: What's the best website to see a stock/mutual funds previous performance?

Post by randyharris » Sun Apr 05, 2020 9:38 am

The two I use a lot are 1) Portfolio Visualizer because it’s easy to set strategies or portfolios and it does simple things like annual rebalances, to complex strategy scenarios.

For example, here’s one my strategies that I can easily run on PV

The Russell https://www.portfoliovisualizer.com/te ... odWeight=0

2) StockCharts.com unlike too many other charting sites, StockCharts uses TOTAL return, not just share prices. Over the short run it’s not a huge difference, but it is a big difference over longer time frames.

Beliavsky
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Re: What's the best website to see a stock/mutual funds previous performance?

Post by Beliavsky » Sun Apr 05, 2020 9:50 am

tibbitts wrote:
Sun Apr 05, 2020 9:31 am
masonstone wrote:
Sat Apr 04, 2020 2:44 pm
What's the best website to see the previous performance of a stock, etf, bond, and treasuries?

Thanks!
Okay somebody has to ask: why does the previous performance matter?
Historical volatility and beta is somewhat predictive of future volatility and beta.

dbr
Posts: 32811
Joined: Sun Mar 04, 2007 9:50 am

Re: What's the best website to see a stock/mutual funds previous performance?

Post by dbr » Sun Apr 05, 2020 9:58 am

tibbitts wrote:
Sun Apr 05, 2020 9:31 am
masonstone wrote:
Sat Apr 04, 2020 2:44 pm
What's the best website to see the previous performance of a stock, etf, bond, and treasuries?

Thanks!
Okay somebody has to ask: why does the previous performance matter?
It gives you insight into how investments behave. That does not extend to using narrow detailed examples from the past to make narrow detailed predictions of the future.

Example: Shows how variable investment results are but does not allow the prediction that the future ten year return on a fund will be the same as the past ten year return. Seeing the first explains why you can't do the second.

stan1
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Joined: Mon Oct 08, 2007 4:35 pm

Re: What's the best website to see a stock/mutual funds previous performance?

Post by stan1 » Sun Apr 05, 2020 10:28 am

masonstone wrote:
Sat Apr 04, 2020 2:48 pm
Makefile wrote:
Sat Apr 04, 2020 2:45 pm
Many here like PortfolioVisualizer.com
Do you know of a free website?
You do not need to pay for most of the capability in PV. Try what's free and see if that meets your needs. I much prefer PV's user experience over Morningstar and other sites. There is a lot of data available for free. I have no problem with the site owner monetizing his efforts, and in fact am surprised he can still offer as much as he can for free.

Topic Author
masonstone
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Joined: Thu Feb 01, 2018 4:01 pm

Re: What's the best website to see a stock/mutual funds previous performance?

Post by masonstone » Sun Apr 05, 2020 12:18 pm

Thanks, yes it’s to analyze the volatility of various investments anywhere from TIPS to various bonds and ofcourse VTSAX

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gwe67
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Re: What's the best website to see a stock/mutual funds previous performance?

Post by gwe67 » Sun Apr 05, 2020 12:20 pm

tibbitts wrote:
Sun Apr 05, 2020 9:31 am
masonstone wrote:
Sat Apr 04, 2020 2:44 pm
What's the best website to see the previous performance of a stock, etf, bond, and treasuries?

Thanks!
Okay somebody has to ask: why does the previous performance matter?
Because there's not a website that shows future performance.
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dbr
Posts: 32811
Joined: Sun Mar 04, 2007 9:50 am

Re: What's the best website to see a stock/mutual funds previous performance?

Post by dbr » Sun Apr 05, 2020 12:47 pm

gwe67 wrote:
Sun Apr 05, 2020 12:20 pm
tibbitts wrote:
Sun Apr 05, 2020 9:31 am
masonstone wrote:
Sat Apr 04, 2020 2:44 pm
What's the best website to see the previous performance of a stock, etf, bond, and treasuries?

Thanks!
Okay somebody has to ask: why does the previous performance matter?
Because there's not a website that shows future performance.
I like that.

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