Capital Gain Stats – 2023

Capital Gain Stats – 2022

Capital Gain Stats – 2021

Going Live October 2021

The capital gains distributions estimate “season” runs from October to December.  Historically, fund companies start releasing estimates and preliminary distribution information in the first couple of weeks of October.  To help users from wasted search time, we do not “go live” until we have at least 10% of our database started.

We’re expecting to be live for the 2021 cap gains season around October 15th.  Check back then!

Capital Gain Stats – 2020

Here are the latest stats for the 2020 capital gains season:

 

318

Number of Fund Firms

in CGV Database

256

Firms That Have

Posted Estimates

 

170

Estimated Distributions Over 10%

(10% to 19%)

21

Estimated Distributions Over 20%

(20% to 29%)

6

Estimated Distributions Over 30%!

 

 

 

Capital Gain Stats – 2019

Here are the final stats for the 2019 capital gains season:

 

247

Number of Fund Firms

in CGV Database

219

Firms That Have

Posted Estimates

 

180

Estimated Distributions Over 10%

(10% to 19%)

18

Estimated Distributions Over 20%

(20% to 29%)

5

Estimated Distributions Over 30%!

 

 

 

Capital Gain Stats – 2018

As we wrap up 2018’s cap gains season, we end with these stats:

 

275

Number of Fund Firms

in CGV Database

231

Firms That Have

Posted Estimates

 

470

Estimated Distributions Over 10%

(10% to 19%)

50

Estimated Distributions Over 20%

(20% to 29%)

19

Estimated Distributions Over 30%!

 

 

 

Capital Gains Stats – 2017

At this point we’ve found capital gains estimates for 85% of the firms in our expanded database. Here are the current stats:

265

Number of Fund Firms

in CGV Database

221

Firms That Have

Posted Estimates

 

306

Estimated Distributions Over 10%

(10% to 19%)

31

Estimated Distributions Over 20%

(20% to 29%)

9

Estimated Distributions Over 30%!

 

 

 

 

Capital Gains Stats – 2016

At this point we’ve found capital gains estimates for almost 90% of the firms in our expanded database. Here are the current stats:

251

Number of Fund Firms

in CGV Database

222

Firms That Have

Posted Estimates

94

Estimated Distributions Over 10%

(10% to 19%)

15

Estimated Distributions Over 20%

(20% to 29%)

5

Estimated Distributions Over 30%!

 

 

 

photo credit: Menage a Moi Day 267 – Anyone Understand Spreadsheets..? via photopin (license)

 

Capital Gains Stats – 2015

At this point I’ve found capital gains estimates for nearly 95% of the firms in my database. Here are the current stats:

213

Number of Fund Firms

in CGV Database

203

Firms That Have

Posted Estimates

336

Estimated Distributions Over 10%

(10% to 19%)

35

Estimated Distributions Over 20%

(20% to 29%)

20

Estimated Distributions Over 30%!

 

 

 

photo credit: Abacus via photopin (license)