This dialog is available from the Options / Preferences... menu command under the Graphs or Portfolio Editor window. It is also available from the Options / General Preferences... menu command under any Report window.
This dialog page allows you to customize yield related settings. These preferences are memorized from session to session. They include:
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Yield Terms |
Specify the length of the yield terms for displaying yields above the graphs, as well as in the yield reports. Acceptable values vary from 1 month up to 1000 years. |
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Annualize Yields for Terms Less Than One Year |
When this option is on, terms less than 1 year will report "annualized" yields. Yields for terms less than a year will be adjusted to the yield that would be earned if the same performance continued for a full year. For example, if an investment yields 5% in a 3 month period, the annualized yield would be almost 22%. For AIMR complaint yield reporting, this option should be left off. You may wish to annualize all displayed yields in order to compare relative performance of different time periods. |
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Average Annualize Yields for Terms Greater Than One Year |
When this option is on, terms longer than 1 year will report as "average annualized" yields. Yields for terms longer than a year will be adjusted to the yield that would be earned if the same performance happened in each year during the yield term. For example, if an investment yields 33% in a 3 year period, the average annualized yield would be 10%. For AIMR complaint yield reporting, this option should be left on. |