Forum Discussion

Copper Contributor

Mar 02, 2021

Stockhistory Mutual Fund Performance Accuracy

Good afternoon: I've noticed that the performance data that the Stockhistory function returns for mutual funds is not correct. For example, the Stockhistory YTD performance for VSCAX shows as 15....

excel

Formulas and Functions

KayceeSue

Microsoft

Mar 05, 2021

I'm asking around internally to see what's up. That number 15.03% matches what I'm seeing Google, and Bing report from Refinitiv. But like you I see different numbers from other sources, and doing my own calculation it should be closer to like 20%? I'm not an expert, but I'm looking into if this is a data discrepancy.

SLYoung

Copper Contributor

Mar 08, 2021

Thanks for looking into this. Perhaps there is a different method used for calculating YTD performance. By the way, this is just one of numerous examples of where there is a difference between what STOCKHISTORY shows and what other sources (such as Morningstar.com) show. I look forward to learn your findings.