Performance

Access a library of static, dynamic, and visual performance data, all in one place.

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Visualize Key Performance Data on a Single Page

The Performance Tab features cumulative, annual, and periodic total return for a stock or fund vs. its peers, as well as performance vs. category. Both comparable securities and lookback periods are customizable, allowing you to see the data most important to you.

Leverage the Performance Tab in Reports

Data and visuals from the Performance Tab can be downloaded into PDF reports right from the page. You can also use Report Builder to take insights discovered on the Performance Tab and build performance-related modules into your ideal report.

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