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HL's Charts & Performance Question

Stocks and Shares ISA , Choosing funds for ISA's, risk factors for funds etc
Investment strategy discussions not dealt with elsewhere.
TimR
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HL's Charts & Performance Question

#154063

Postby TimR » July 22nd, 2018, 8:48 am

When using HL's Fund Charts & Performance tool to compare the Total Return performance of a fund eg 'Aberdeen Emerging Markets Fund' with an equity eg 'Vanguard Emerging Markets ETF' (VFEM) and 'Templeton Emerging Markets@ do readers know if total return is accurate all costs are taken into account ? - By the way in this comparison VFEM appears to beat both TEM and Aberdeen Emerging Markets Fund for its Total Return over 5 Years .

Does the HL charting tool TR take into account fund charges. What about the cost of buying VFEM and TEM and Stamp Duty ? - Does anyone know which of these are taken account of in the Total Return Performance graphs the tool produces ?

By the way if a share/IT is selected first (eg TEM) for comparison with another share eg (VFEM) then only the share price graphs appear to be displayed for comparison with no Total Return (TR) - am I correct in assuming this ?

Can any readers help and suggest some better (free) comparison website tools to use or is HL the best one ?

Thanks,
Tim

ADrunkenMarcus
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Re: HL's Charts & Performance Question

#157285

Postby ADrunkenMarcus » August 5th, 2018, 11:41 am

Tim

My understanding is it takes into account charges and therefore uses total return data on a net basis. I think there's a small footnote outlining the calculations when you opt to use the option of downloading a pdf.

Best wishes

Mark.

TimR
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Re: HL's Charts & Performance Question

#159050

Postby TimR » August 12th, 2018, 6:36 pm

Can any readers suggest a good (free) comparison website to compare the performance of shares, ITs and OEICs
or is HL the best one ?

Cheers,
Tim

tjh290633
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Re: HL's Charts & Performance Question

#159109

Postby tjh290633 » August 12th, 2018, 10:50 pm

What's so special about HL's facility?

There are a lot of available free sites, ADVFN for example has a number of different charting systems.

TJH


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