| Title: | Market Investing |
| Moderator: | 2155::michaud |
| Created: | Thu Jan 23 1992 |
| Last Modified: | Thu Jun 05 1997 |
| Last Successful Update: | Fri Jun 06 1997 |
| Number of topics: | 1060 |
| Total number of notes: | 10477 |
I can find lots of data on "total return" of mutual funds.
But what I'd like is tax-adjusted total return, with the
result of taxation of income and capital gains taken into
account. I can do this on an individual basis for each
fund, but it's not realistic to caculate tax-adjusted total
return for five years for a thousand funds (unless someone
has the data on-line!). I know that marginal rates vary,
but even an approximation would be useful.
Can anyone point me to a compilation of such data?
-John Bishop
| T.R | Title | User | Personal Name | Date | Lines |
|---|---|---|---|---|---|
| 351.1 | TUXEDO::YANKES | Tue Jan 12 1993 11:29 | 14 | ||
John,
I doubt you'll find that data. Given the number of marginal
federal tax rates and the number of state tax rates (some with
different rate brackets), putting together "The List" of tax-adjusted
returns that worked for everyone would be tough. If you're trying to
compare post-tax fund returns versus other investments' post-tax
returns, I'd suggest taking the other investments' returns and back
out the tax calculations to figure what their _pre-tax_ returns were.
Then it becomes an easy (easier...) apples-to-apples comparison with
the numbers that the funds report.
-craig
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