New to investing- interpreting data

jimjames

ozzage wrote: »

Apologies yes I just looked at 3 years. I strongly suspect that the article writers did the same...! A bit worrying...


If you look at the current 5 year return on the HL site for that fund it's running at 103.4% with 27.59% in the last three years. That is much closer to the figures you're looking at.

5 years to May 2013 would have been much lower than 5 years to Nov 2013 so I suspect the article is correct.

EDIT - just checked the figures to May 2013 (% change to May 2009,2010,2011,2012,2013)

-28.9
47.8
12.8
-2.3
18

To Nov 2013:

29.2
16.2
-0.2
6.6
27.2

So on the basis of these the article is correct at 5 years and shows how important it can be to understand the data and how it is calculated.