Our current method for calculating non compounded Drawdown is “summing all monthly values in a given period”. Therefore it can be less then 100 %. The logic is that the method is using always the same investment amount as the basis, it means profits or losses are made even so that you start with the same investment amount next month too.
Continue your fund reporting workflow
This feature supports consistent fund performance reporting and automated factsheet updates. Continue with Add and configure statistics and Fund factsheet production software.