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Performance Reports

Generate and view performance reports for your fund.

Accessing Performance Reports​

  1. Navigate to a fund's overview page
  2. Click "Reports" in the sidebar
  3. Select "Performance Reports"

Report Types​

Fund Performance​

  • Total Return: Overall fund return
  • Period Returns: Returns for different periods
  • Benchmark Comparison: Compare to benchmarks

Portfolio Performance​

  • Asset Class Returns: Returns by asset class
  • Security Performance: Individual security returns
  • Risk Metrics: Portfolio risk measures

Generating Reports​

  1. Select report type
  2. Choose date range
  3. Select report format
  4. Generate and download report