Timeline for How can I know the historical returns for a Vanguard bond fund, disregarding changes in share price?
Current License: CC BY-SA 4.0
8 events
| when toggle format | what | by | license | comment | |
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| Apr 18 at 16:55 | vote | accept | Brian Rak | ||
| Apr 17 at 19:49 | history | edited | Brian Rak | CC BY-SA 4.0 |
Added screenshot based on dave_thompson_085 reply.
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| Apr 17 at 19:32 | comment | added | Brian Rak | But there is money coming out of the fund. In every month of the last three years, where the chart above shows performance of -2.42%, dividends were in fact paid. So if I had money invested in that fund, I have would been receiving income every month. The chart shows -2.42% only because the share price declined. But if I'm not interested in selling my shares, but only in the monthly income that holding them gives me, that -2.42% figure doesn't mean anything to me. I want to know what my income is across time. | |
| Apr 17 at 3:21 | comment | added | Acccumulation | "what I would have earned historically if I had invested a given amount in this fund. We know for certain that it would not have been zero!" If you have no money coming out of the fund, then you are in fact earning nothing. Do you mean you only takes dividends and no capital distributions? | |
| Apr 17 at 2:51 | answer | added | dave_thompson_085 | timeline score: 1 | |
| Apr 16 at 1:14 | answer | added | D Stanley | timeline score: 1 | |
| S Apr 16 at 0:06 | review | First questions | |||
| Apr 17 at 2:55 | |||||
| S Apr 16 at 0:06 | history | asked | Brian Rak | CC BY-SA 4.0 |