No. of Recommendations: 3
"Let us know the value fund names and I’ll throw them on a chart."
I tried Perplexity - very disappointing - it could not give me CAGRs for a list of tickers. It could give step by step instructions how to get them.
Err, yeah, isn't doing the drudgery what AIs are supposed to be good at?
Unfortunately, StockCharts only goes back to 1/4/1999, and have to show in two batches:
Batch 1:
VFINX,BRK/B,VIVAX,TWEBX,TAVFX,SEQUX,DODGX,CFIMX,LMVTX
https://stockcharts.com/freecharts/perf.php?VFINX,...Dodge & Cox the winner (+1124%), then Berkshire (979%), Sequoia (+844%), S&P500 (+796%).
Tweedy Brown & Legg Mason fighting for the losing spot (+299%).
Batch 2: added Longleaf Partners fund which I used to own:
VFINX,BRK/B,WVALX,MUHLX,VWNFX,GABEX,OAKMX,LLPFX,FAIRX
https://stockcharts.com/freecharts/perf.php?VFINX,...Oakmark the winner (+1075%), then Berkshire (979%), Vanguard (+961%), S&P500 (+796%).
Longleaf the loser (+330%).
Some really shockingly bad performance from Tweedy Brown, Legg Mason, Longleaf (of course), Weitz, Gabelli and Muhlenkamp.
Looks like we did alright with Berkshire ;-)
