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I’m researching some mutual funds and am trying to find the 5 or 10 year return. However, all I can find is the YTD return.

For example, Yahoo Finance shows the Yacktman Focused Svc (YAFFX) has an 8.33% YTD return, but when I click the “5y” link, the page still says 8.33 YTD.

How can I find the 5 or 10 year return?

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Yahoo's primary business isn't providing mutual fund performance data. They aim to be convenient, but often leave something to be desired in terms of completeness.

Try Morningstar instead. Their mission is investment research.

Here's a link to Morningstar's data for the fund you specified. If you scroll down, you'll see:

Morningstar sample mutual fund performance data

  • Thank you. Just so I'm clear, it's 5y is 14.86% and 10y is 11.17%, correct? – Ryan Jun 5 '13 at 14:26
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    Yes, the "Fund" line is the fund's CAGR over the period shown in the column headers. Quick check: $10,000 * (1.1486^5) = $19,991.43 .. which is almost the $19,993 in the line above. (Some precision beyond the two decimal places likely accounts for the difference.) – Chris W. Rea Jun 5 '13 at 14:30
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    doing the calculation the other way 19,993 = 10,000*R^5 or ln-1(ln(1.9993)/5) = 1.1486179 – mhoran_psprep Jun 5 '13 at 15:02

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