Charts that report 'total return'

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fx24
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Charts that report 'total return'

Post by fx24 » Thu Jan 26, 2012 10:00 pm

How do you get a chart comparing the performance of holdings where reinvestments are presumed... in other words comparing 'total return' ? The problem I see is that most stock charts (yahoo, google, msn, etc) only track NAV-based performance.... which is very misleading for high-income holdings where reinvestment is occurring. So, if you want to compare the 3 such holdings (such as BND vs. AGG vs. LSBDX) to see comparitive performance over a specific time period.... how do you chart the 'total return' difference? :confused

PS: I did find a newer website, ycharts.com, that very nicely provides 'total return' charts for stocks and etf's... but not for mutual funds.
Last edited by fx24 on Fri Jan 27, 2012 1:41 am, edited 1 time in total.

fx24
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Re: Charts that report 'total return'

Post by fx24 » Thu Jan 26, 2012 10:41 pm

For example, a 5yr chart of VG total bond (BND) and Barclays total bond (AGG) shows a gain just above 10%.
This is very misleading, the gain is around 34%. Thats the problem.

PB
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Re: Charts that report 'total return'

Post by PB » Thu Jan 26, 2012 10:49 pm

I'm still learning, but one site that might serve you is Bloomberg.

- Click on the link below, which takes you to LSBDX

First, under Performance they give you total YTD growth, including dividends. For LSBDX, the 3.45% includes dividends (if there are any YTD). Bloomberg is very useful in this regard.

For the comparison chart:

- Click on the Interactive Chart link

- Click on the 'YTD' tab, and then:

- Add a comparison, like BND.

When you do the comparison, the chart changes from price to total growth percentage -- you'll see LSBDX's 3.45% YTD growth, while BND is essentially flat for the year:

http://www.bloomberg.com/apps/quote?ticker=LSBDX

PB
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Re: Charts that report 'total return'

Post by PB » Thu Jan 26, 2012 10:52 pm

Go ahead and use Bloomberg to compare BND and AGG for the 5 year period. Think it will chart what you're looking for.

fx24
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Re: Charts that report 'total return'

Post by fx24 » Fri Jan 27, 2012 1:39 am

Bloomberg's chart is primative. Very cool is a chart like this showing a single securities growth spread (NAV vs. Total Return). You can really visualize the importance of income. Made this on ycharts but, again unfortunately, it does not chart mutual funds.

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Kevin M
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Re: Charts that report 'total return'

Post by Kevin M » Fri Jan 27, 2012 4:17 am

morningstar.com
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Bounca
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Re: Charts that report 'total return'

Post by Bounca » Fri Jan 27, 2012 7:44 am

Doesn't percharts include total return? http://stockcharts.com/freecharts/perf.html

strafe
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Re: Charts that report 'total return'

Post by strafe » Fri Jan 27, 2012 8:06 am

As others have said, go to Morningstar. Look for the "Growth of 10k" chart.

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Re: Charts that report 'total return'

Post by YDNAL » Fri Jan 27, 2012 8:21 am

fx24 wrote:How do you get a chart comparing the performance of holdings where reinvestments are presumed... in other words comparing 'total return' ? The problem I see is that most stock charts (yahoo, google, msn, etc) only track NAV-based performance.... which is very misleading for high-income holdings where reinvestment is occurring. So, if you want to compare the 3 such holdings (such as BND vs. AGG vs. LSBDX) to see comparitive performance over a specific time period.... how do you chart the 'total return' difference? :confused

PS: I did find a newer website, ycharts.com, that very nicely provides 'total return' charts for stocks and etf's... but not for mutual funds.

At morningstar, the $10,000 growth chart includes reinvestments to show total return.
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stratton
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Re: Charts that report 'total return'

Post by stratton » Fri Jan 27, 2012 5:40 pm

The one gotcha with Morningstar is you have to be careful with ETFS. If you start with an ETF you get NAV. If you start with an actual mutual fund and add an ETF to the chart the ETF will have total return.

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Angst
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Re: Charts that report 'total return'

Post by Angst » Sun Jan 06, 2013 7:57 pm

stratton wrote:The one gotcha with Morningstar is you have to be careful with ETFS. If you start with an ETF you get NAV. If you start with an actual mutual fund and add an ETF to the chart the ETF will have total return.

Paul

M* is quirky; I might say "buggy". If you try to go change the date range the chart can spontaneously revert from growth to price. And using the pull-down Growth-Price selector doesn't always work. It can be frustrating to play with.

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