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Post by anovice on Nov 30, 2023 12:45:09 GMT
What is the best place to look for total YTD returns?
I plugged in SCHD into Yahoo Finance, Morningstar, and a site called Financial Times, and I get three different numbers.
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Post by yogibearbull on Nov 30, 2023 12:51:41 GMT
Pay attention to the date.
M* has the most comprehensive data for YTD (and other timeframes).
SCHD
Day End (default) -2.34%
Month End -7.47%
Quarter End -3.80%
These are price TRs. NAV TRs are also provided. The difference is negligible for ETFs, but is substantial for CEFs.
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Post by Chahta on Nov 30, 2023 13:01:16 GMT
Pay attention to the date. M* has the most comprehensive data for YTD (and other timeframes). SCHDDaily (default) -2.34%Monthly -7.47%Quarterly -3.80%These are price TRs. NAV TRs are also provided. The difference is negligible for ETFs, but is substantial for CEFs. You have monthly as negative, but it was positive. |
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Post by yogibearbull on Nov 30, 2023 13:14:20 GMT
Chahta, I have fixed the post. Those were YTD for Day End (11/29/23), Month End (10/31/23), Quarter End (9/30/23).
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Post by Chahta on Dec 1, 2023 16:17:48 GMT
Chahta , I have fixed the post. Those were YTD for Day End (11/29/23), Month End (10/31/23), Quarter End (9/30/23). What periods do the 3 choices cover? Day End is up to the current day, Month end is up to the current full month and Quarter End is up to the current full quarter? I never fully understood the periods. Thanks. |
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Post by yogibearbull on Dec 1, 2023 16:24:47 GMT
Chahta , I have fixed the post. Those were YTD for Day End (11/29/23), Month End (10/31/23), Quarter End (9/30/23). What periods do the 3 choices cover? Day End is up to the current day, Month end is up to the current full month and Quarter End is up to the current full quarter? I never fully understood the periods. Thanks. Yes, up to the most recent full day, month, quarter. Many others who use M* data often skip the date info. |
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