So earlier this year I did some work for someone for free that involved getting as much mutual fund data as possible. Because this work was done for free, it also had the implied criteria of ‘with as few hours of work’ as possible. I was able to get information for just over 10000 companies in just over 3 hours of work, and I’m gifting them to everyone on Christmas. If this draws enough interest I will publish an updated set of data.
Company|Fund|Assets|Since Inception|1 Year Avg|2 Year Avg|3 Year Avg|5 Year Avg|10 Year Avg|15 Year Avg|20 Year Avg ABC Funds|ABC American-Value|$47.5 million|5.83%|-27.77%|-29.04%|-19.31%|-8.82%|3.86%|-|- ABC Funds|ABC Dirt-Cheap Stock Fund|$49.5 million|-20.91%|-52.23%|-36.88%|-20.91%|-|-|-|- ABC Funds|ABC Fully-Managed|$71.3 million|8.46%|-36.62%|-26.39%|-19.13%|-8.04%|2.17%|4.77%|8.21% ABC Funds|ABC Fundamental Value|$353.3 million|11.44%|-44.91%|-31.61%|-19.06%|-5.84%|5.36%|6.13%|11.44% ABC Funds|ABC North American Deep-Value|$50.1 million|-14.65%|-55.40%|-42.16%|-29.56%|-|-|-|- Abria Alternative Investments|Abria Alter Combined Ret Nts Ser 1| N/A|-|-|-|-|-|-|-|- Abria Alternative Investments|Abria Alternate Strategy Note S2| N/A|-|-|-|-|-|-|-|- Abria Alternative Investments|Abria Alternate Strategy Note S3| N/A|-|-|-|-|-|-|-|- Abria Alternative Investments|Abria Alternate Strategy Note S4| N/A|-|-|-|-|-|-|-|- Abria Alternative Investments|Abria Guaranteed Alter Inc Nts Sr 1| N/A|-|-|-|-|-|-|-|- Acker Finley Asset Management Inc.|Acker Finley Canada Focus|$4.5 million|-|-42.77%|-27.56%|-18.55%|-4.25%|-|-|- Acker Finley Asset Management Inc.|Acker Finley Select Canada Focus-A|$20.2 million|-3.12%|-41.76%|-26.19%|-17.00%|-|-|-|- Acker Finley Asset Management Inc.|Acker Finley Select Canada Focus-F|$2.5 million|-22.62%|-41.31%|-25.50%|-|-|-|-|- Acker Finley Asset Management Inc.|Acker Finley Select US Value 50-A|$17.8 million|-11.64%|-53.88%|-42.81%|-29.92%|-14.64%|-|-|- Acker Finley Asset Management Inc.|Acker Finley Select US Value 50-F|$3.2 million|-37.53%|-53.54%|-42.32%|-|-|-|-|- ACM Advisors Ltd.|ACM Commercial Mortgage Fund|$33.2 million|8.16%|9.00%|-|-|-|-|-|- Acuity Funds Ltd.|Acuity All Cap 30 Canadian Equity|$211.9 million|5.28%|-46.39%|-26.59%|-14.32%|-4.02%|-|-|- Acuity Funds Ltd.|Acuity All Cap 30 Cdn Equity Class|$10.8 million|-34.39%|-46.35%|-|-|-|-|-|- Acuity Funds Ltd.|Acuity Alpha Balanced Portfolio|$37.1 million|-17.31%|-23.28%|-|-|-|-|-|- Acuity Funds Ltd.|Acuity Alpha Global Portfolio|$2.4 million|-24.19%|-30.94%|-|-|-|-|-|-
Here is all the data as ‘pipe-seperated-values’: 20090422-mutual-fund-data.tar.gz
If you found this really useful, feel free to donate some time to me, I’m sure I can find something for you to do that would help me regardless of your profession or ability.


