weighted returns

[fez]

Hi,

Is the bottom-line return number in the investment performance report weighted (I mean, not just a simple average)? I don't see anything about this in the 'help with this report' page. Thank you ....

[Mark]

Hi fez,

If you are using v10, yes this is a time-weighted return (TWR). If you are using v9 or earlier, then no, it is a simple average. The online documentation for this report is here:

http://www.fundmanagersoftware.com/help ... iperf.html

and there is a link to the TWR calculation page explaining how TWR is calculated.