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Reports/ Time Weighted Return

Questions on using, creating, or understanding data in Fund Manager reports.

Postby reddragon » Thu May 05, 2016 9:58 am

Can you insert a comparison of the Standard & Poors 500 index against your returns?
reddragon
 
Posts: 125
Joined: Thu Feb 17, 2011 10:22 am

Postby Mark » Thu May 05, 2016 10:46 am

Hi reddragon,

Yes, you have to set up an investment for whatever benchmark you want, and then include it in a report/graph. For more, see:

https://www.fundmanagersoftware.com/faq ... arison.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby reddragon » Wed May 11, 2016 7:42 am

Thanks, Also in the time weighted return report why would I have a negative return in a money market?
reddragon
 
Posts: 125
Joined: Thu Feb 17, 2011 10:22 am

Postby Mark » Wed May 11, 2016 8:06 am

Hi reddragon,

The most common reason would be a negative distribution, like maybe an account fee.

If that is not the reason, check that all your closing prices and all transaction prices are at a price of 1.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby reddragon » Mon May 14, 2018 8:09 am

How can I set the fields for Annualized returns to 10 years from 8 years?
reddragon
 
Posts: 125
Joined: Thu Feb 17, 2011 10:22 am

Postby Mark » Mon May 14, 2018 8:03 pm

See Options / General Preferences / Yields.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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