Use ETFs or Stocks as Benchmarks in Your Performance Reports

Monday, February 25, 2019
Use ETFs or Stocks as a Benchmark

You can now use exchange-traded funds, mutual funds, or stocks as benchmarks in your fund factsheets. Choose from thousands of securities updated automatically on a daily basis.

  • Reliable source of information
  • Benchmarks are up-to-date and with a full performance history.
  • Charts and statistics will automatically adjust to the chosen benchmark.

Create a custom benchmark

If you can't find the desired index or one that suits your needs, you can create a custom benchmark and upload its returns. Then you can add custom benchmark to your tearsheet and charts and statistics will adjust automatically.

Find Benchmark for My Fund

Join our Newsletter

Sign up for emails to get the latest info, offers and more.