Quote:
Originally Posted by toy71camaro
Finding "Total Return"....
So, Trying to "track down" my current investments so i can analyze them and compare them to what choices i should make when i rebalance my account.
I see Greg mentions schwab having an awesome "Total Return" chart. Trying to find something similar, I ran across MorningStar's 10k growth chart (which, after finding while reading this thread, it was mentioned a few pages later.  )
Anyhow, I am just not sure i am reading it right, and want to make sure I am reading it right before i start trying to calc the total return on my current/future investments...
Lets take KMP for example, as it was one tossed around here fairly often for review purposes. I pull up the KMP "$10k Growth" Chart. Under the first chart section it has "History", which for 2011 shows 27.43. Is that the "Total Return" that I am looking for (obviously, just for the one year. I'd have to average them out).
Below that chart, is another chart named "trailing total returns", which has a lightly different value for the "1 year" mark of 29.00 (perhaps one year being today minus 365 days, as opposed to just 2011?).
Anyhow, I just want to make sure I am reading this properly, and also, does that report match up with what Schwab is saying for Total Returns (DRIP included)? (if someone with a Schwab account could help, that'd be fantastic!)
Thanks, and told you i'd have questions.  |
On a side note, I found a "Total Return Price" chart on ycharts.com (under their "interactive charts tab then check the "% option)
Says for KMP the returns is 75.90% for the past 5 years. That obviously doesnt quite match up with what MorningStar reports. So i feel i am not reviewing it correctly.