The new Fund History Report provides an eye-opening presentation of a fund’s historical costs and performance from January 1, 2004 to the present.
The report illustrates a fund’s historical annual costs, how those costs have added up over time, and the fund’s performance net of all taxes (if applicable) and inflation.
The report tool makes it easy to compare the costs and actual performance of two funds side by side, and relative to a compatible benchmark index.
The report tool is currently in BETA test and at this time is available to all registered users.
A sample history report is here. To look up the history of any current fund, click here.
We welcome your comments, suggestions and error reports.