July 2017

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Below is a summary of the newly released product features and enhancements for YCharts Professional in the month of July. Click on any of the links below to take a closer look.


  • Added Relative Composition metric
    • Measures what percent of the fund's holdings are consistent with it's asset class
    • Available for U.S. Equity, U.S. Fixed Income, and Non-U.S. Equity asset classes
  • Added 10 Year Annualized Total Return to the "Performance" section on quote pages


  • Released Excel Add-in 3.17
    • Adds direct links on the YCharts ribbon to the Template Library, Help Page, and Excel Reference Codes

Performance Tab

  • Added a YTD return figure to the "Total Return Time Series" section
  • Updated the "Periodic Returns" section to reflect annualized returns, rather than cumulative returns for periods greater than one year

Newly added features and product updates are largely a result of client requests and feedback. As always, feel free to email support@ycharts.com and we will take your feedback into consideration!

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