comparing fund performance

crisp

I am trying to compare the performance of various funds in similar sectors over the last 5 years.

I have tried to use H-L but they do it year by year so its not easy to do a comparison over 5 years.

I then tried iii, but they give the top 10 funds in a limited number of sectors. Just trying to get head around digital look, but i dont think its fund screener is suitable.

Maybe I am missing something, but any suggestions of where I can compare funds i.e. china, pacific ex japan, commodities (gold, oil), recovery funds, brazil/latin america, africa?

thanks

jon3001

crisp wrote: »

I have tried to use H-L but they do it year by year so its not easy to do a comparison over 5 years.

Try looking in the cumulative performance section.

dunstonh

I have tried to use H-L but they do it year by year so its not easy to do a comparison over 5 years.

discrete performance is more informative than cumulative performance.

crisp

dunstonh wrote: »

discrete performance is more informative than cumulative performance.

when comparing funds what approach do you find most informative i.e. culmative performance over say 3 or 5 years or performance year on year or say last month or 3-months etc?

it all seems like data to me and not information

G_M

Try Trustnet. You can construct graphs for various timescales, and add funds to compare.

dunstonh

cumulative can mask an event where they got lucky. Discrete shows individual periods and can indicate consistency. Of course, most important is knowing the risk of the fund as often performance is more in line with risks taken by that fund. In periods of growth the higher risk funds in the sector often perform better than the lower risk ones. Just because funds are in a same sector does not mean they are all the same risk.

Jake'sGran

G_M wrote: »

Try Trustnet. You can construct graphs for various timescales, and add funds to compare.

I think Trustnet are great. there is so much information on their site and they give great service considering I am not buying anything. It's the place I go to compare funds. Share.Com which has been around a long time is excellent for
looking at individual shares.