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Manage Client’s Account: Performance Reporting

*Past performance is no guarantee of future results.

Past performance is no guarantee of future results.

What does the Performance page show?

Which time-weighted return calculation is used?

What is the Personal Rate of Return?

What is the Return Without Fees?

What is the Return With Fees?

Do returns include dividends and dividend accruals?

How do I download returns?

What is the Total Flow reported in the data download?

What is the Save Comparison button?

What are Net Assets In/Out?

What is the Accrued column reported in the data download?