Visual Representations of Fund & Stock Returns

Returns Grouped by Period, ...and Rotated, Returns Grouped by Security, ...and Rotated, Table of Investment Returns for Securities

Name:

Fund/Stock Returns Grouped by Security - Rotated

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 Fund, Stock or Index - Rotated

These charts may be rotated when displaying large amounts of returns data, thus allowing users to simply scroll down a page.