TopSheets provides cumulative, annualized, and average rate-of-return statistics for factsheets.
Monthly and quarterly variants
All of the statistics listed below are available in both monthly and quarterly variants. The selected variant determines whether TopSheets calculates the statistic from monthly returns or quarterly returns.
Available periods
Cumulative Rate of Return
Cumulative Rate of Return is available for the most recent 12, 24, 36, 48, 60, 72, 84, 96, 108, 120, or 240 months.
Annualized Rate of Return
Annualized Rate of Return is available for the most recent 24, 36, 48, 60, 72, 84, 96, 108, 120, or 240 months.
Average Rate of Return
Average Rate of Return uses the entire available performance history.
Calculation method
The calculation follows the program’s Calculation Method setting, so the appropriate compounded or non-compounded result is used.
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.