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What's wrong with this picture?

Posted: Fri Sep 14, 2012 4:31 pm
by notsheigetz
I set up a hypothetical 400k PP in Morningstar at the beginning of the year using 4 of the most common ETF's to track PP performance. Each ETF started out with as close to $100k as I could get. Can someone help me correct my understanding about YTD performance as it obviously isn't what I was thinking unless this chart's math is completely off. According to simple calculations I can do in my head all the YTD figures seem wrong. For example, the LTT's market value is down almost $1k but shows a 2.06 % YTD return. So what am I missing?

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Re: What's wrong with this picture?

Posted: Fri Sep 14, 2012 4:37 pm
by Pointedstick
Is it including dividends?

Re: What's wrong with this picture?

Posted: Fri Sep 14, 2012 4:52 pm
by notsheigetz
Pointedstick wrote: Is it including dividends?
Maybe that has something to do with it but it seems like a lot of dividends (And I didn't think IAU paid dividends).

Re: What's wrong with this picture?

Posted: Fri Sep 14, 2012 5:18 pm
by MediumTex
That looks about right to me.

It looks like the YTD performance does not include dividends.

The SHY quote is what really tells me that dividends aren't included.

Re: What's wrong with this picture?

Posted: Sun Sep 16, 2012 9:56 am
by notsheigetz
I just looked again this morning and although the market values have not changed, the YTD returns are totally different. The TLT actually looks correct this time but the bottom line, I guess, is to not put too much stock in the figures.


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