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Investing - Theory, News & General • Simba's backtesting spreadsheet [a Bogleheads community project]

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Siamond, so after several years, I am back with a minor correction and a potentially very minor correction. [...]
I implemented both of your suggestions in the last iteration, see link below. Thank you for your valuable feedback.
I want to re-check the 2023 ERs (now that I understood that ER updates might have to wait until mid-March, cf. the delays of filing SEC reports when a fund's fiscal year ends in Nov or Dec). I also want to find a way to (partly) automate such annual ER update process for next years...
All ERs have been updated with the latest from corresponding SEC/SEDAR annual reports. Note that such ERs are not always in perfect sync with the current prospectus, which is used by Morningstar and the likes to display the current ER. Annual reports ERs represent actuals for the last fiscal year (more precisely ratio of actual fund expenses to net average assets).

Here is the latest experimental version of the Simba spreadsheet (Rev23c, Draft 2b): https://bit.ly/3wW0gsW. I'll update the README instructions and officially publish v23c around mid-April. Feedback always welcome.

Statistics: Posted by siamond — Tue Mar 26, 2024 9:55 pm — Replies 1370 — Views 823690



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