Search Knowledge Base by Keyword

Yearly Returns

The total returns of a program and an index listed by year. Available for daily, monthly, or quarterly performance data.

Fiscal year start month

You can choose the number of the month from which yearly returns will be calculated.

Number of last years

It is possible to adjust how many years is displayed.

1. Click Edit settings

2. Enter the number of years to be displayed
3. Click Save changes

Hide Last Years

It is possible to hide last year which has not fully completed data.

1. Click on edit settings
2. Check Hide Last Years

3. Save changes

Need help? Feel Free to Ask

Go to Top