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
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.