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How do I obtain the Annualized Performance Data for an ETF or mutual fund?

ETF1 ✭

September 2014 in Data Issues

In PerfCharts I have looked up the cumulative total return for some exchange traded funds over various time periods.

How to I get this performance data in terms of Annualized return?

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Best Answer

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  gord admin

  September 2014 Answer ✓

  Just set your time period on the perf chart to be 1 year, (253 trading days).
  
  http://stockcharts.com/freecharts/perf.php?SPY&p=5&O=011000
  
  Or on a sharpchart set the time period to 1 year and set the chart type to performance.
  
  http://stockcharts.com/h-sc/ui?s=SPY&p=D&yr=1&mn=0&dy=0&id=p12568524601&a=219559867

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