Annualized Returns on 1 Page PDFs
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).
Anyway, some food for thought.
This goes out in the next release.
This goes out in the next release.
Replies have been locked on this page!