Annualized Returns on 1 Page PDFs

Kyle Geers shared this idea 7 years ago
Completed

Very similar to this request: https://ycharts.useresponse.com/topic/use-annualized-total-return-monthly-in-performance-tab

The majority of advisors look at returns on an annualized basis. I think this change makes sense on the 1 pager.

Requested by Jack James Richardson GMP - $3900

Hey Kyle,

Question/comment. I don’t believe there is an option to have the returns shown in the below box changed to annualized figures? We like to use these one page sheets w/ clients but do not like the 1/3/5 yr cumulative returns being shown. To be honest I’ve never seen returns reflected in this manor before. Usually 1/3/5 figures are shown on an annualized basis and any cumulative return is usually shown since a since inception (if at all).

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Anyway, some food for thought.

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This goes out in the next release.

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