Database for mutual fund historical returns?
I am trying to get access to a mutual fund performance database that offers data download features. I am willing to pay for this service. What are some services I can consider? (The free databases at Morningstar and Lipper do not allow download of data into Excel.)
With Yahoo, one has to download price data, one fund at a time and calculate returns oneself. I currently do this and am now looking for a solution that will reduce the workload. Also, I am looking for services where data tend to be reliable after adjusting for distributions.
Go to Yahoo Finance and put in the ticker symbol of the mutual fund you want to track. When it comes up, go to the chart area and choose a different chart option (3month, 6 month, etc).
Once it is up, scroll down below the chart and daily statistics and click on the “Historical Prices” link. This will take you to a page where you can select a specific time frame and get the closing price for each day.
You can choose to see the daily, weekly, monthly, or dividend numbers.
I am able to track a Wells Fargo stock back to 1986 with this tool.
Once you have the data loaded to the web page, go to the bottom of that page and click on the download to spreadsheet page. If you have Excel, it will automatically load the data into the spreadsheet.
Good Luck!