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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

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