Your returns can be calculated for any period you like and using different measurements (Average, Median etc.).
The time frames in the table are calculated using rolling periods – for example, 12M is a period of 12 consecutive months set on a rolling basis with a new 12-month period starting on the first day of each calendar month.
The order of the columns is also customizable.
The table can be calculated on a daily/monthly/quarterly basis.
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.