Seasonality Report


This report can be created by selecting the Reports / Seasonality... command from within any window.  This report is available in the Professional and Advisor versions.


This report shows seasonality for every month of the year.  Seasonality can be calculated for any number of years.  Typically, the more years used in the calculation, the more statistically significant the seasonality.  Seasonality is calculated for the specified number of years, ending on the ending report date.


Seasonality values are 0 based in this report.  This means numbers less than 0 indicate the performance during this calendar period were below average, and numbers greater than 0 indicate above average performance.

Advanced:  The state of the "Annualize Yields for Terms Less Than One Year" option will affect the seasonality values.  Typically this option is left off, which is the default.

See Also

About Reports

Seasonality Definition

Seasonality Graph

Portfolio Seasonality Graph


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