r/BogleheadsAutre
Still annoyed that Vanguard stopped calculating performance.
11 votes·6 commentaires·il y a 3mois
Contenu original
Vanguard used to calculate dollar weighted performance for my investment account. Now they just calculate it for my IRA. It's such a simple thing they could do for all accounts. They also used to have a nice Monte Carlo simulator. Their website utility has really declined while others like Fidelity's keep getting better. It seems they are putting all their efforts into advisor services which is not in keeping with their history or of benefit to all investors owners. Anyway, what's the simplest way to calculated dollar weighted performance without getting too in the weeds?
Meilleur commentaire
“Under the Performance tab, I still see Vanguard showing the IRR for my taxable brokerage account. Using the filters I can also add/remove my IRA accounts. FWIW, I don't have any advisor service from Vanguard. Not even the robo-advisor. I also doublechecked the footnote to confirm that their definition for the performance is basically the dollar-weighted IRR: "Personal performance uses a dollar-weighted return formula called internal rate of return (IRR) to calculate your personal rate of return."”