Hola Amigos.
I wanted to share this awesome web site that will output a TABLE of the past annual returns, by year, of many common ETF's and almost any equity inputted.
I have found this web site very helpful, maybe you will too!!
https://1stock1.com/1stock1_2308.htm
Happy Investing!
GT
Stock and ETF Annual Return Table tool -- https://1stock1.com
- goldenteeth
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Stock and ETF Annual Return Table tool -- https://1stock1.com
The above is an opinion and is for information purposes only. It is not investment advice. Past performance is no guarantee of future results. May lose value. Not FDIC Insured. Don't drink and drive.
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Re: Stock and ETF Annual Return Table tool -- https://1stock1.com
portfoliovisualizer.com offers much more.
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Re: Stock and ETF Annual Return Table tool -- https://1stock1.com
A quick look tells me it is price only, not total return. not sure about that as it is unclear from any notations.
- nisiprius
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- Location: The terrestrial, globular, planetary hunk of matter, flattened at the poles, is my abode.--O. Henry
Re: Stock and ETF Annual Return Table tool -- https://1stock1.com
It's not total return. It's garbage.
1stock1 table for VTI
Morningstar annual return table for VTI
Vanguard's own data for cumulative returns
Year: 1stock1, Morningstar (NAV), Vanguard Total Return by NAV
2019: 28.20%, 30.80%, 30.80%
2020: 18.96%, 20.95%, 20.95%
2021: 24.04%, 25.72%, 25.72%
Garbage. It should match Morningstar and Vanguard.
1stock1 table for VTI
Morningstar annual return table for VTI
Vanguard's own data for cumulative returns
Year: 1stock1, Morningstar (NAV), Vanguard Total Return by NAV
2019: 28.20%, 30.80%, 30.80%
2020: 18.96%, 20.95%, 20.95%
2021: 24.04%, 25.72%, 25.72%
Garbage. It should match Morningstar and Vanguard.
Last edited by nisiprius on Wed Mar 30, 2022 10:00 pm, edited 7 times in total.
Annual income twenty pounds, annual expenditure nineteen nineteen and six, result happiness; Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.
- nisiprius
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- Location: The terrestrial, globular, planetary hunk of matter, flattened at the poles, is my abode.--O. Henry
Re: Stock and ETF Annual Return Table tool -- https://1stock1.com
If anyone at 1stock1 is reading this: two changes would make the website useful.
1) Make the chart show total return. Nobody should care about price return. I can't think of a scenario in which price return is meaningful unless you give all the dividends away to charity. It's interesting to separate price return and dividends as contributions to total return, as Vanguard does (they call it "capital return" and "income return") but if you do that you need to show both.
2) Provide a direct button or link to download the table in .CSV spreadsheet format.
1) Make the chart show total return. Nobody should care about price return. I can't think of a scenario in which price return is meaningful unless you give all the dividends away to charity. It's interesting to separate price return and dividends as contributions to total return, as Vanguard does (they call it "capital return" and "income return") but if you do that you need to show both.
2) Provide a direct button or link to download the table in .CSV spreadsheet format.
Last edited by nisiprius on Wed Mar 30, 2022 10:01 pm, edited 2 times in total.
Annual income twenty pounds, annual expenditure nineteen nineteen and six, result happiness; Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.
- nisiprius
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- Location: The terrestrial, globular, planetary hunk of matter, flattened at the poles, is my abode.--O. Henry
Re: Stock and ETF Annual Return Table tool -- https://1stock1.com
The returns for individual stocks, e.g. GE--if as described--include dividend reinvestment and thus show total return. Good. The ETF tables should do likewise.
It's disappointing that the stock data, e.g. for GE, only goes back to 1975, as it would really be quite interesting to see the full history. It's also disappointing that the stock data is only for five-year intervals.
It's disappointing that the stock data, e.g. for GE, only goes back to 1975, as it would really be quite interesting to see the full history. It's also disappointing that the stock data is only for five-year intervals.
Annual income twenty pounds, annual expenditure nineteen nineteen and six, result happiness; Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.
Re: Stock and ETF Annual Return Table tool -- https://1stock1.com
I disagree -- it's very useful for the people selling indexed annuities!nisiprius wrote: ↑Wed Mar 30, 2022 9:31 pm If anyone at 1stock1 is reading this: two changes would make the website useful.
1) Make the chart show total return. Nobody should care about price return. I can't think of a scenario in which price return is meaningful unless you give all the dividends away to charity. It's interesting to separate price return and dividends as contributions to total return, as Vanguard does (they call it "capital return" and "income return") but if you do that you need to show both.
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Re: Stock and ETF Annual Return Table tool -- https://1stock1.com
But the last I checked, who is doing this here ? Now, option buyers/writers might consider it; but a lot of them are not doing LEAPs where this would be actually relevant. Again, who here besides a few actually do option buying/writing (I do, but I use something else)?exodusNH wrote: ↑Wed Mar 30, 2022 10:54 pmI disagree -- it's very useful for the people selling indexed annuities!nisiprius wrote: ↑Wed Mar 30, 2022 9:31 pm If anyone at 1stock1 is reading this: two changes would make the website useful.
1) Make the chart show total return. Nobody should care about price return. I can't think of a scenario in which price return is meaningful unless you give all the dividends away to charity. It's interesting to separate price return and dividends as contributions to total return, as Vanguard does (they call it "capital return" and "income return") but if you do that you need to show both.
Passive investing: not about making big bucks but making profits. Active investing: not about beating the market but meeting goals. Speculation: not about timing the market but taking profitable risks.