Investment Performance Reporting for Websites & Statements

Visual Representations of Fund & Stock Returns

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Name: Fund/Stock Returns Grouped by Time Period
Overview: This category of analytic is used for displaying in CHART form, published or calculated average/total annual return performance data for stock(s) or mutual fund(s) within an "investment universe" such as investment options within a 401(k) plan, funds offered through a fund sponsor, stocks in a brokerage account, or for those securities held within an account or portfolio. etc. Because the charts are usually displayed with a corresponding table containing the same information, they help the investor to better visualize and compare relative performance.
Returns Grouped by Time Period
dailyVest Returns Grouped by Time Period
Charts are highly customizable and can be configured to display comparative index data.

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