TWR with FYTD

[mfmelb]

Hi Mark,

Currently, the TWR report gives 1M, 3M, 6M, 1Y, 3Y and 5Y data.
Am wondering whether you have a report with a column for FYTD data as well. Otherwise one would need to create a customised report.

Thanks

Matt

[Mark]

Hi Matt,

To get a term for YTD you would need to create a Custom report. You can customize the different yield term lengths under "Options / General Preferences... / Yields", but "YTD" is not one of the options there.