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Conference nyoss1::market_investing

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

351.0. "Tax-adjusted total return source wanted" by TLE::JBISHOP () Tue Jan 12 1993 12:55

    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
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351.1TUXEDO::YANKESTue Jan 12 1993 14:2914
    
    	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