MFs are a longer term investment. We can elect to see charts of any period up to a year and then charts of previous years.

The first thing I wanted to see is a chart covering 5 years and then a chart showing performance from inception.

Perhaps I missed something but I didn't see this option.

otherwise this will be a terrific resource Sim

Thanks mate,

Simon

UPDATE: Just noticed that the earlier years still finish at current date. So halfway there already!

Thanks for the feedback Simon.

You are correct in that there is currently no option to show charts for 5 years or from inception.

I did this deliberately for several reasons ... firstly, for performance - showing that much data with daily unit prices can be very database/resource intensive. I might implement a monthly or quarterly return chart for longer periods, which will still give the same overall performance, but with slightly less detail and a lot less performance problems!

Secondly, when you consider periods of longer than a couple of years, you start to get a curved graph due to compounding effects. To represent compounding returns on a chart accurately, you really need to use logarithmic charts. The charting software I'm using doesn't currently support having a logarithmic axis, although I believe there is an upgrade available (for a cost) which will ... I just haven't investigated it yet.

I will add logarithmic charts and monthly/quarterly return based charts to my to-do list.

Thanks.

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Sim'


This is a general comment only and does not constitute advice. Before making financial decisions you should seek advice from a professional adviser, who can take into account your specific circumstances and investment goals.