Sterling Capital Equity Income Fund A (BAEIX)
21.99
-0.08
(-0.36%)
USD |
Jul 24 2025
Loading...
Unshare Item
Cancel
Unshare
Generate Report
Owner
Report Category
All Report Templates
There are no items.
Reset
Start
Cancel
Delete
Help
Loading...
Generate Report
(?)
Help
Loading...
Cancel
Back
Next
Generate Report
Select how you would like the tearsheets to be grouped.
Export as:
(?)
(?)
(?)
Cancel
Back
Next
Help
Loading...
Generate Report
Select Saved Scenario
| Name | Date modified |
|---|
| Name | Date modified | Author |
|---|
Cancel
Next
Select Interactive Analysis Plan
| Name | Date modified |
|---|
| Name | Date modified | Author |
|---|
Cancel
Next
Selected Items
No modules selected yet.
Back
Next
Create Talking Point
Talking Point Name
Talking Point Metric
Loading...
Select Financial Metric
Category
Popular Metrics
Income Statement
Balance Sheet
Cash Flows Statement
Price and Valuation Multipliers
Returns and Performance
Risk
Means and Medians
Relative Metrics
Estimates
Dividends
Technicals
Short Interest
Institutional and Insider Holdings
ESG
Earnings and Management Effectiveness
Shareholder Payouts, Liquidity and Solvency Ratios
Company Attributes
Fund/ETF Specific
Model Portfolio Specific
Asset Allocation Metrics
Stock Only Model Portfolio Specific
SMA Specific
Gross Metrics
Advanced
Metric
Risk
Annualized Standard Deviation of Monthly Returns (3Y Lookback)
Annualized Standard Deviation of Monthly Returns (5Y Lookback)
Annualized Standard Deviation of Monthly Returns (10Y Lookback)
Max Drawdown (3Y)
Max Drawdown (5Y)
Max Drawdown (10Y)
Historical Sharpe Ratio (3Y)
Historical Sharpe Ratio (5Y)
Historical Sharpe Ratio (10Y)
Upside/Downside Ratio (3Y)
Upside/Downside Ratio (5Y)
Upside/Downside Ratio (10Y)
Upside/Downside Ratio (vs YCharts Benchmark) (3Y)
Upside/Downside Ratio (vs YCharts Benchmark) (5Y)
Upside/Downside Ratio (vs YCharts Benchmark) (10Y)
Performance
Year to Date Total Returns (Daily)
1 Month Total Returns (Daily)
3 Month Total Returns (Daily)
1 Year Total Returns (Daily)
Annualized 3 Year Total Returns (Daily)
Annualized 5 Year Total Returns (Daily)
Annualized 10 Year Total Returns (Daily)
Annualized 15 Year Total Returns (Daily)
Distributions
Dividend Yield
Dividend Per Share (5 Year Growth)
Payout Ratio
Dividend
Stock Fundamentals
EPS Diluted (TTM)
Revenue (TTM)
PE Ratio
PS Ratio
Gross Profit Margin
Profit Margin
Return on Equity
Return on Assets
Return on Invested Capital
Free Cash Flow Per Share
Debt to Equity Ratio (Annual)
Market Cap
Price to Book Value
Other
52 Week High (Daily)
52 Week Low (Daily)
Price
Price Target
Percent of Shares Outstanding Short
Discount or Premium to NAV
30-Day Average Daily Volume
Loading...
Alert
The text entered is too long for a Proposal Module, and will overflow into the module below. Continue or update with a shortened version of the text.
Cancel
Continue
Generate Report
Select a security level to use for the dollar-enabled securities in your report. (?)
Help
Loading...
Loading...
| 1. |
Cancel
Next
Help
Loading...
Select Risk Profile
Cancel
Next
Select Model Portfolio
Select a portfolio that aligns with the Risk Profile from the dropdown list or click Next to select another portfolio.
Cancel
Next
Select Sections
Name
Cancel
Next
| Name | Date Modified |
|---|
Back
Next
Add To Watchlist
Add to a new Watchlist:
or Select a Watchlist:
Watching On
Other Watchlists
Loading...
Loading...
Loading...
Push portfolio to iRebal
Select a name for the new portfolio in iRebal.
Cancel
Push
Securities & Lists (?)
Add
Loading...
Help
Loading...
Select Security Lists
Reset
Category
Types
Style
Exchanges
Indices
NAICS Sectors
NAICS Industries
Events
Dividend Policies
Performance
GICS Sectors
Consensus Recommendation
Headquarters Region
Incorporation Region
Currency Code
Investment Firms
Investment Strategies
Delisted Equities
Lists
Equity
Stock
Unit
Exchange Traded Product
Select All
Exchange Traded Fund
Exchange Traded Note
Closed End Fund
Limited Partnership
REIT
Shell Company
Depository Receipt
Select All
ADR
GDR
0 items selected
Cancel
Submit
Loading...
Scatter Plot Type (?)
Help
Loading...
Point in Time
X-Axis (?)
Annualized Standard Deviation of Monthly Returns (3Y Lookback)
Loading...
Select Financial Metric
Category
Popular Metrics
Income Statement
Balance Sheet
Cash Flows Statement
Price and Valuation Multipliers
Returns and Performance
Risk (1)
Means and Medians
Relative Metrics
Estimates
Dividends
Technicals
Short Interest
Institutional and Insider Holdings
ESG
Earnings and Management Effectiveness
Shareholder Payouts, Liquidity and Solvency Ratios
Company Attributes
Fund/ETF Specific
Model Portfolio Specific
Asset Allocation Metrics
Stock Only Model Portfolio Specific
SMA Specific
Gross Metrics
Advanced
Metric
Alpha (Monthly)
Alpha (1Y)
Alpha (3Y)
Alpha (5Y)
Alpha (10Y)
Alpha (15Y)
Alpha (20Y)
Alpha (Since Inception)
Alpha (vs YCharts Benchmark) (1Y)
Alpha (vs YCharts Benchmark) (3Y)
Alpha (vs YCharts Benchmark) (5Y)
Alpha (vs YCharts Benchmark) (10Y)
Alpha (vs YCharts Benchmark) (15Y)
Alpha (vs YCharts Benchmark) (20Y)
Alpha (vs YCharts Benchmark) (Since Inception)
Alpha (vs Peer Group) (1Y)
Alpha (vs Peer Group) (3Y)
Alpha (vs Peer Group) (5Y)
Alpha (vs Peer Group) (10Y)
Alpha (vs Peer Group) (15Y)
Alpha (vs Peer Group) (20Y)
Beta and CAPM (Monthly)
CAPM Expected Return
Beta (1Y)
Beta (3Y)
Beta (5Y)
Beta (10Y)
Beta (15Y)
Beta (20Y)
Beta (Since Inception)
Beta (vs YCharts Benchmark) (1Y)
Beta (vs YCharts Benchmark) (3Y)
Beta (vs YCharts Benchmark) (5Y)
Beta (vs YCharts Benchmark) (10Y)
Beta (vs YCharts Benchmark) (15Y)
Beta (vs YCharts Benchmark) (20Y)
Beta (vs YCharts Benchmark) (Since Inception)
Beta (vs Peer Group) (1Y)
Beta (vs Peer Group) (3Y)
Beta (vs Peer Group) (5Y)
Beta (vs Peer Group) (10Y)
Beta (vs Peer Group) (15Y)
Beta (vs Peer Group) (20Y)
Alpha (Quarterly)
Alpha (1Y) (Quarterly)
Alpha (3Y) (Quarterly)
Alpha (5Y) (Quarterly)
Alpha (10Y) (Quarterly)
Alpha (15Y) (Quarterly)
Alpha (20Y) (Quarterly)
Alpha (Since Inception) (Quarterly)
Beta (Quarterly)
Beta (1Y) (Quarterly)
Beta (3Y) (Quarterly)
Beta (5Y) (Quarterly)
Beta (10Y) (Quarterly)
Beta (15Y) (Quarterly)
Beta (20Y) (Quarterly)
Beta (Since Inception) (Quarterly)
Best Return (Monthly)
Best Monthly Return (3M Lookback)
Best Monthly Return (6M Lookback)
Best Monthly Return (1Y Lookback)
Best Monthly Return (3Y Lookback)
Best Monthly Return (5Y Lookback)
Best Monthly Return (7Y Lookback)
Best Monthly Return (10Y Lookback)
Best Monthly Return (Since Inception)
Worst Return (Monthly)
Worst Monthly Return (3M Lookback)
Worst Monthly Return (6M Lookback)
Worst Monthly Return (1Y Lookback)
Worst Monthly Return (3Y Lookback)
Worst Monthly Return (5Y Lookback)
Worst Monthly Return (7Y Lookback)
Worst Monthly Return (10Y Lookback)
Worst Monthly Return (Since Inception)
Down Months (Monthly)
Down Months (3M Lookback)
Down Months (6M Lookback)
Down Months (1Y Lookback)
Down Months (3Y Lookback)
Down Months (5Y Lookback)
Down Months (7Y Lookback)
Down Months (10Y Lookback)
Down Months (Since Inception)
Up Months (Monthly)
Up Months (3M Lookback)
Up Months (6M Lookback)
Up Months (1Y Lookback)
Up Months (3Y Lookback)
Up Months (5Y Lookback)
Up Months (7Y Lookback)
Up Months (10Y Lookback)
Up Months (Since Inception)
Expected Shortfalls (Daily)
Historical Daily Expected Shortfall 5% (1Y Lookback)
Historical Daily Expected Shortfall 5% (3Y Lookback)
Historical Daily Expected Shortfall 5% (5Y Lookback)
Historical Daily Expected Shortfall 5% (10Y Lookback)
Historical Daily Expected Shortfall 5% (15Y Lookback)
Historical Daily Expected Shortfall 5% (Since Inception)
Historical Daily Expected Shortfall 1% (1Y Lookback)
Historical Daily Expected Shortfall 1% (3Y Lookback)
Historical Daily Expected Shortfall 1% (5Y Lookback)
Historical Daily Expected Shortfall 1% (10Y Lookback)
Historical Daily Expected Shortfall 1% (15Y Lookback)
Historical Daily Expected Shortfall 1% (Since Inception)
Expected Shortfalls (Monthly)
Historical Monthly Expected Shortfall 1% (1Y Lookback)
Historical Monthly Expected Shortfall 1% (3Y Lookback)
Historical Monthly Expected Shortfall 1% (5Y Lookback)
Historical Monthly Expected Shortfall 1% (10Y Lookback)
Historical Monthly Expected Shortfall 1% (15Y Lookback)
Historical Monthly Expected Shortfall 1% (Since Inception)
Historical Monthly Expected Shortfall 5% (1Y Lookback)
Historical Monthly Expected Shortfall 5% (3Y Lookback)
Historical Monthly Expected Shortfall 5% (5Y Lookback)
Historical Monthly Expected Shortfall 5% (10Y Lookback)
Historical Monthly Expected Shortfall 5% (15Y Lookback)
Historical Monthly Expected Shortfall 5% (Since Inception)
Maximum Drawdowns and Calmar Ratio
Max Drawdown (1Y)
Max Drawdown (3Y)
Max Drawdown (5Y)
Max Drawdown (10Y)
Max Drawdown (15Y)
Max Drawdown (Since Inception)
Calmar Ratio (1Y)
Calmar Ratio (3Y)
Calmar Ratio (5Y)
Calmar Ratio (10Y)
Calmar Ratio (15Y)
Calmar Ratio (Since Inception)
Sharpe Metrics
Expected Sharpe Ratio (Since Inception)
Historical Sharpe Ratio (1Y)
Historical Sharpe Ratio (3Y)
Historical Sharpe Ratio (5Y)
Historical Sharpe Ratio (10Y)
Historical Sharpe Ratio (15Y)
Historical Sharpe Ratio (Since Inception)
Standard Deviation of Returns (Daily)
Standard Deviation of Daily Returns (1y Lookback)
Standard Deviation of Daily Returns (3Y Lookback)
Standard Deviation of Daily Returns (5Y Lookback)
Standard Deviation of Daily Returns (10Y Lookback)
Standard Deviation of Daily Returns (15Y Lookback)
Standard Deviation of Daily Returns (Since Inception)
Standard Deviation of Returns (Monthly)
Standard Deviation of Monthly Returns (1y Lookback)
Standard Deviation of Monthly Returns (3Y Lookback)
Standard Deviation of Monthly Returns (5Y Lookback)
Standard Deviation of Monthly Returns (10Y Lookback)
Standard Deviation of Monthly Returns (15Y Lookback)
Standard Deviation of Monthly Returns (Since Inception)
Downside Deviation of Monthly Price Returns (1Y Lookback)
Downside Deviation of Monthly Price Returns (3Y Lookback)
Downside Deviation of Monthly Price Returns (5Y Lookback)
Downside Deviation of Monthly Price Returns (10Y Lookback)
Downside Deviation of Monthly Price Returns (15Y Lookback)
Downside Deviation of Monthly Price Returns (Since Inception)
Standard Deviation of Returns (Quarterly)
Standard Deviation of Quarterly Returns (3Y Lookback)
Standard Deviation of Quarterly Returns (5Y Lookback)
Standard Deviation of Quarterly Returns (10Y Lookback)
Annualized Standard Deviation of Returns (Monthly)
Annualized Standard Deviation of Monthly Returns (1Y Lookback)
Annualized Standard Deviation of Monthly Returns (3Y Lookback)
Annualized Standard Deviation of Monthly Returns (5Y Lookback)
Annualized Standard Deviation of Monthly Returns (10Y Lookback)
Annualized Standard Deviation of Monthly Returns (15Y Lookback)
Annualized Standard Deviation of Monthly Returns (Since Inception)
Annualized Standard Deviation of Returns (Quarterly)
Annualized Standard Deviation of Quarterly Returns (3Y Lookback)
Annualized Standard Deviation of Quarterly Returns (5Y Lookback)
Annualized Standard Deviation of Quarterly Returns (10Y Lookback)
Sortino Metrics
Expected Sortino (Since Inception)
Historical Sortino (1Y)
Historical Sortino (3Y)
Historical Sortino (5Y)
Historical Sortino (10Y)
Historical Sortino (15Y)
Historical Sortino (Since Inception)
Treynor Measure
Expected Treynor Measure (vs Broad Asset Class) (Since Inception)
Treynor Measure Historical (vs Broad Asset Class) (1Y)
Treynor Measure Historical (vs Broad Asset Class) (3Y)
Treynor Measure Historical (vs Broad Asset Class) (5Y)
Treynor Measure Historical (vs Broad Asset Class) (10Y)
Treynor Measure Historical (vs Broad Asset Class) (15Y)
Treynor Measure Historical (vs Broad Asset Class) (20Y)
Treynor Measure Historical (vs Broad Asset Class) (Since Inception)
Treynor Measure Historical (vs YCharts Benchmark) (1Y)
Treynor Measure Historical (vs YCharts Benchmark) (3Y)
Treynor Measure Historical (vs YCharts Benchmark) (5Y)
Treynor Measure Historical (vs YCharts Benchmark) (10Y)
Treynor Measure Historical (vs YCharts Benchmark) (15Y)
Treynor Measure Historical (vs YCharts Benchmark) (20Y)
Treynor Measure Historical (vs YCharts Benchmark) (Since Inception)
Treynor Measure Historical (vs Peer Group) (1Y)
Treynor Measure Historical (vs Peer Group) (3Y)
Treynor Measure Historical (vs Peer Group) (5Y)
Treynor Measure Historical (vs Peer Group) (10Y)
Treynor Measure Historical (vs Peer Group) (15Y)
Treynor Measure Historical (vs Peer Group) (20Y)
Expected Treynor Measure (vs Peer Group) (Since Inception)
Value at Risk (Daily)
Daily Value at Risk (VaR) 1% (1Y Lookback)
Daily Value at Risk (VaR) 1% (3Y Lookback)
Daily Value at Risk (VaR) 1% (5Y Lookback)
Daily Value at Risk (VaR) 1% (10Y Lookback)
Daily Value at Risk (VaR) 1% (15Y Lookback)
Daily Value at Risk (VaR) 1% (Since Inception)
Daily Value at Risk (VaR) 5% (1Y Lookback)
Daily Value at Risk (VaR) 5% (3Y Lookback)
Daily Value at Risk (VaR) 5% (5Y Lookback)
Daily Value at Risk (VaR) 5% (10Y Lookback)
Daily Value at Risk (VaR) 5% (15Y Lookback)
Daily Value at Risk (VaR) 5% (Since Inception)
Value at Risk (Monthly)
Monthly Value at Risk (VaR) 1% (1Y Lookback)
Monthly Value at Risk (VaR) 1% (3Y Lookback)
Monthly Value at Risk (VaR) 1% (5Y Lookback)
Monthly Value at Risk (VaR) 1% (10Y Lookback)
Monthly Value at Risk (VaR) 1% (15Y Lookback)
Monthly Value at Risk (VaR) 1% (Since Inception)
Monthly Value at Risk (VaR) 5% (1Y Lookback)
Monthly Value at Risk (VaR) 5% (3Y Lookback)
Monthly Value at Risk (VaR) 5% (5Y Lookback)
Monthly Value at Risk (VaR) 5% (10Y Lookback)
Monthly Value at Risk (VaR) 5% (15Y Lookback)
Monthly Value at Risk (VaR) 5% (Since Inception)
Z-Statistic
Z-Statistic (1Y)
Z-Statistic (3Y)
Z-Statistic (5Y)
Z-Statistic (10Y)
Z-Statistic (15Y)
Z-Statistic (Since Inception)
Batting Average
Batting Average (1Y Lookback)
Batting Average (3Y Lookback)
Batting Average (5Y Lookback)
Batting Average (10Y Lookback)
Batting Average (15Y Lookback)
Batting Average (Since Inception)
Loading...
Y-Axis (?)
Annualized 3 Year Total Returns (Monthly)
Loading...
Select Financial Metric
Category
Popular Metrics
Income Statement
Balance Sheet
Cash Flows Statement
Price and Valuation Multipliers
Returns and Performance (1)
Risk
Means and Medians
Relative Metrics
Estimates
Dividends
Technicals
Short Interest
Institutional and Insider Holdings
ESG
Earnings and Management Effectiveness
Shareholder Payouts, Liquidity and Solvency Ratios
Company Attributes
Fund/ETF Specific
Model Portfolio Specific
Asset Allocation Metrics
Stock Only Model Portfolio Specific
SMA Specific
Gross Metrics
Advanced
Metric
Daily Returns
1 Day Returns (Daily Close)
1 Day Returns (Daily)
3 Day Returns (Daily)
5 Day Returns (Daily)
10 Day Returns (Daily)
12 Day Returns (Daily)
20 Day Returns (Daily)
Month to Date Price Returns (Daily)
Quarter to Date Price Returns (Daily)
Year to Date Price Returns (Daily)
1 Week Price Returns (Daily)
1 Month Price Returns (Daily)
3 Month Price Returns (Daily)
6 Month Price Returns (Daily)
6 Month Price Returns Excluding Last Week (Daily)
6 Month Price Returns Excluding Last Month (Daily)
1 Year Price Returns (Daily)
1 Year Price Returns Excluding Last Week (Daily)
1 Year Price Returns Excluding Last Month (Daily)
3 Year Price Returns (Daily)
5 Year Price Returns (Daily)
7 Year Price Returns (Daily)
10 Year Price Returns (Daily)
15 Year Price Returns (Daily)
20 Year Price Returns (Daily)
Price Returns Since Inception (Daily)
Annualized 1 Month Price Returns (Daily)
Annualized 3 Month Price Returns (Daily)
Annualized 6 Month Price Returns (Daily)
Annualized 9 Month Price Returns (Daily)
Annualized 1 Year Price Returns (Daily)
Annualized 3 Year Price Returns (Daily)
Annualized 5 Year Price Returns (Daily)
Annualized 7 Year Price Returns (Daily)
Annualized 10 Year Price Returns (Daily)
Annualized 15 Year Price Returns (Daily)
Annualized 20 Year Price Returns (Daily)
Annualized Price Returns Since Inception (Daily)
Daily Total Returns
Month to Date Total Returns (Daily)
Quarter to Date Total Returns (Daily)
Year to Date Total Returns (Daily)
1 Week Total Returns (Daily)
1 Month Total Returns (Daily)
3 Month Total Returns (Daily)
6 Month Total Returns (Daily)
6 Month Total Returns Excluding Last Week (Daily)
6 Month Total Returns Excluding Last Month (Daily)
1 Year Total Returns (Daily)
1 Year Total Returns Excluding Last Week (Daily)
1 Year Total Returns Excluding Last Month (Daily)
3 Year Total Returns (Daily)
5 Year Total Returns (Daily)
7 Year Total Returns (Daily)
10 Year Total Returns (Daily)
15 Year Total Returns (Daily)
20 Year Total Returns (Daily)
Total Returns Since Inception (Daily)
Annualized 1 Month Total Returns (Daily)
Annualized 3 Month Total Returns (Daily)
Annualized 6 Month Total Returns (Daily)
Annualized 9 Month Total Returns (Daily)
Annualized 1 Year Total Returns (Daily)
Annualized 3 Year Total Returns (Daily)
Annualized 5 Year Total Returns (Daily)
Annualized 7 Year Total Returns (Daily)
Annualized 10 Year Total Returns (Daily)
Annualized 15 Year Total Returns (Daily)
Annualized 20 Year Total Returns (Daily)
Annualized Total Returns Since Inception (Daily)
Daily Gross Returns
1 Day Gross Returns (Daily)
Month to Date Gross Returns (Daily)
Quarter to Date Gross Returns (Daily)
Year to Date Gross Returns (Daily)
Gross Returns Since Inception (Daily)
Daily NAV Returns
1 Day NAV Returns (Daily)
3 Day NAV Returns (Daily)
5 Day NAV Returns (Daily)
10 Day NAV Returns (Daily)
12 Day NAV Returns (Daily)
20 Day NAV Returns (Daily)
Month to Date Total NAV Returns (Daily)
Quarter to Date Total NAV Returns (Daily)
Year to Date Total NAV Returns (Daily)
1 Month Total NAV Returns (Daily)
3 Month Total NAV Returns (Daily)
6 Month Total NAV Returns (Daily)
1 Year Total NAV Returns (Daily)
3 Year Total NAV Returns (Daily)
5 Year Total NAV Returns (Daily)
7 Year Total NAV Returns (Daily)
10 Year Total NAV Returns (Daily)
15 Year Total NAV Returns (Daily)
20 Year Total NAV Returns (Daily)
Total NAV Returns Since Inception (Daily)
Annualized 1 Month Total NAV Returns (Daily)
Annualized 3 Month Total NAV Returns (Daily)
Annualized 6 Month Total NAV Returns (Daily)
Annualized 9 Month Total NAV Returns (Daily)
Annualized 1 Year Total NAV Returns (Daily)
Annualized 3 Year Total NAV Returns (Daily)
Annualized 5 Year Total NAV Returns (Daily)
Annualized 7 Year Total NAV Returns (Daily)
Annualized 10 Year Total NAV Returns (Daily)
Annualized 15 Year Total NAV Returns (Daily)
Annualized 20 Year Total NAV Returns (Daily)
Annualized Total NAV Returns Since Inception (Daily)
Monthly Returns
Quarter to Date Price Returns (Monthly)
Year to Date Price Returns (Monthly)
1 Month Price Returns (Monthly)
3 Month Price Returns (Monthly)
6 Month Price Returns (Monthly)
9 Month Price Returns (Monthly)
1 Year Price Returns (Monthly)
3 Year Price Returns (Monthly)
5 Year Price Returns (Monthly)
7 Year Price Returns (Monthly)
10 Year Price Returns (Monthly)
15 Year Price Returns (Monthly)
20 Year Price Returns (Monthly)
Price Returns Since Inception (Monthly)
Annualized 1 Month Price Returns (Monthly)
Annualized 3 Month Price Returns (Monthly)
Annualized 6 Month Price Returns (Monthly)
Annualized 9 Month Price Returns (Monthly)
Annualized 1 Year Price Returns (Monthly)
Annualized 3 Year Price Returns (Monthly)
Annualized 5 Year Price Returns (Monthly)
Annualized 7 Year Price Returns (Monthly)
Annualized 10 Year Price Returns (Monthly)
Annualized 15 Year Price Returns (Monthly)
Annualized 20 Year Price Returns (Monthly)
Annualized Price Returns Since Inception (Monthly)
Monthly Total Returns
Quarter to Date Total Returns (Monthly)
Year to Date Total Returns (Monthly)
1 Month Total Returns (Monthly)
3 Month Total Returns (Monthly)
6 Month Total Returns (Monthly)
9 Month Total Returns (Monthly)
1 Year Total Returns (Monthly)
3 Year Total Returns (Monthly)
5 Year Total Returns (Monthly)
7 Year Total Returns (Monthly)
10 Year Total Returns (Monthly)
15 Year Total Returns (Monthly)
20 Year Total Returns (Monthly)
Total Returns Since Inception (Monthly)
Annualized 1 Month Total Returns (Monthly)
Annualized 3 Month Total Returns (Monthly)
Annualized 6 Month Total Returns (Monthly)
Annualized 9 Month Total Returns (Monthly)
Annualized 1 Year Total Returns (Monthly)
Annualized 3 Year Total Returns (Monthly)
Annualized 5 Year Total Returns (Monthly)
Annualized 7 Year Total Returns (Monthly)
Annualized 10 Year Total Returns (Monthly)
Annualized 15 Year Total Returns (Monthly)
Annualized 20 Year Total Returns (Monthly)
Annualized Total Returns Since Inception (Monthly)
Monthly Gross Returns
1 Year Gross Returns (Monthly)
3 Year Gross Returns (Monthly)
5 Year Gross Returns (Monthly)
7 Year Gross Returns (Monthly)
10 Year Gross Returns (Monthly)
15 Year Gross Returns (Monthly)
20 Year Gross Returns (Monthly)
Gross Returns Since Inception (Monthly)
Annualized 1 Year Gross Returns (Monthly)
Annualized 3 Year Gross Returns (Monthly)
Annualized 5 Year Gross Returns (Monthly)
Annualized 7 Year Gross Returns (Monthly)
Annualized 10 Year Gross Returns (Monthly)
Annualized 15 Year Gross Returns (Monthly)
Annualized 20 Year Gross Returns (Monthly)
Annualized Gross Returns Since Inception (Monthly)
Monthly NAV Returns
Quarter to Date Total NAV Returns (Monthly)
Year to Date Total NAV Returns (Monthly)
1 Month Total NAV Returns (Monthly)
3 Month Total NAV Returns (Monthly)
6 Month Total NAV Returns (Monthly)
9 Month Total NAV Returns (Monthly)
1 Year Total NAV Returns (Monthly)
3 Year Total NAV Returns (Monthly)
5 Year Total NAV Returns (Monthly)
7 Year Total NAV Returns (Monthly)
10 Year Total NAV Returns (Monthly)
15 Year Total NAV Returns (Monthly)
20 Year Total NAV Returns (Monthly)
Total NAV Returns Since Inception (Monthly)
Annualized 1 Month Total NAV Returns (Monthly)
Annualized 3 Month Total NAV Returns (Monthly)
Annualized 6 Month Total NAV Returns (Monthly)
Annualized 9 Month Total NAV Returns (Monthly)
Annualized 1 Year Total NAV Returns (Monthly)
Annualized 3 Year Total NAV Returns (Monthly)
Annualized 5 Year Total NAV Returns (Monthly)
Annualized 7 Year Total NAV Returns (Monthly)
Annualized 10 Year Total NAV Returns (Monthly)
Annualized 15 Year Total NAV Returns (Monthly)
Annualized 20 Year Total NAV Returns (Monthly)
Annualized Total NAV Returns Since Inception (Monthly)
Monthly Tax-Adjusted Total Returns
Annualized 1 Year Total Returns Tax-Adjusted (Monthly)
Annualized 3 Year Total Returns Tax-Adjusted (Monthly)
Annualized 5 Year Total Returns Tax-Adjusted (Monthly)
Annualized 10 Year Total Returns Tax-Adjusted (Monthly)
Quarterly Returns
3 Month Price Returns (Quarterly)
1 Year Price Returns (Quarterly)
3 Year Price Returns (Quarterly)
5 Year Price Returns (Quarterly)
10 Year Price Returns (Quarterly)
15 Year Price Returns (Quarterly)
Price Returns Since Inception (Quarterly)
Annualized 3 Year Price Returns (Quarterly)
Annualized 5 Year Price Returns (Quarterly)
Annualized 10 Year Price Returns (Quarterly)
Annualized 15 Year Price Returns (Quarterly)
Annualized Price Returns Since Inception (Quarterly)
Quarterly Total Returns
3 Month Total Returns (Quarterly)
1 Year Total Returns (Quarterly)
3 Year Total Returns (Quarterly)
5 Year Total Returns (Quarterly)
10 Year Total Returns (Quarterly)
15 Year Total Returns (Quarterly)
Total Returns Since Inception (Quarterly)
Annualized 3 Year Total Returns (Quarterly)
Annualized 5 Year Total Returns (Quarterly)
Annualized 10 Year Total Returns (Quarterly)
Annualized 15 Year Total Returns (Quarterly)
Annualized Total Returns Since Inception (Quarterly)
Quarterly NAV Returns
3 Month Total NAV Returns (Quarterly)
1 Year Total NAV Returns (Quarterly)
3 Year Total NAV Returns (Quarterly)
5 Year Total NAV Returns (Quarterly)
10 Year Total NAV Returns (Quarterly)
15 Year Total NAV Returns (Quarterly)
Total NAV Returns Since Inception (Quarterly)
Annualized 3 Year Total NAV Returns (Quarterly)
Annualized 5 Year Total NAV Returns (Quarterly)
Annualized 10 Year Total NAV Returns (Quarterly)
Annualized 15 Year Total NAV Returns (Quarterly)
Annualized Total NAV Returns Since Inception (Quarterly)
Annual Returns
1 Year Price Returns (Annual)
3 Year Price Returns (Annual)
5 Year Price Returns (Annual)
7 Year Price Returns (Annual)
10 Year Price Returns (Annual)
15 Year Price Returns (Annual)
20 Year Price Returns (Annual)
Price Returns Since Inception (Annual)
Annual Total Returns
1 Year Total Returns (Annual)
3 Year Total Returns (Annual)
5 Year Total Returns (Annual)
7 Year Total Returns (Annual)
10 Year Total Returns (Annual)
15 Year Total Returns (Annual)
20 Year Total Returns (Annual)
Total Returns Since Inception (Annual)
Annual NAV Returns
1 Year NAV Returns (Annual)
1 Year Total NAV Returns (Annual)
3 Year NAV Returns (Annual)
3 Year Total NAV Returns (Annual)
5 Year NAV Returns (Annual)
5 Year Total NAV Returns (Annual)
7 Year NAV Returns (Annual)
7 Year Total NAV Returns (Annual)
10 Year NAV Returns (Annual)
10 Year Total NAV Returns (Annual)
15 Year NAV Returns (Annual)
15 Year Total NAV Returns (Annual)
20 Year NAV Returns (Annual)
20 Year Total NAV Returns (Annual)
NAV Returns Since Inception (Annual)
Total NAV Returns Since Inception (Annual)
Performance
52 Week High (Daily)
52 Week Low (Daily)
All-Time High (Daily)
All-Time Low (Daily)
Percent Off All-Time High
Loading...
Time Range & Options (?)
Help
Loading...
To get started,
add securities or lists,
and add metrics to the left sidebar.
add securities or lists,
and add metrics to the left sidebar.
Convert Saved Asset Data Sources
Some metrics and/or data in this feature are not included in your subscription. Choose one of the following:
OK
Confirm Asset Overwrite
You are about to update an existing asset permanently. Are you sure you want to continue?
Cancel
Continue
View Scatter Plot
Start TrialQuickflows
Technical
Cancel
Delete
Cancel
Rename
Save Scatter Plot As
Open Saved Scatter Plot