At Sound Mind Investing, we aspire to serve knowledgeable investors, although we work very intentionally at focusing on what you truly need to know about investing—not everything there is to know.

Which leads to the point of this post. Knowledgeable do-it-yourself investors should understand how to manually calculate a fund’s performance. Sure, it’s easy enough to find out how a fund has done in the latest month or year-to-date. Many sources publish this information. But what about a more unique time frame?

When we update the recommended funds for those following SMI’s Fund Upgrading strategy, it’s often the case that a fund being replaced has been held for a time period that’s difficult to track through conventional means.

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