Our comp tables tool primarily enables you to access the latest data point for various metrics, yet we also offer the option to establish a custom period for certain metrics. These metrics include:
- Price Return: shows the change in the price over the period, expressed as a percentage
- Total Return: shows the change in price over the period, including reinvested dividends and capital gains, less any expense ratio
- Standard Deviation: shows the standard deviation of the One Month Total Return (Daily) metric over the selected period
- Max Drawdown: displays the largest drop from a peak price to a bottom price within the selected period
- Max/Min: displays the maximum or minimum value, respectively, of a security’s price within the custom period. Please note that Mix/Max data is not available for separately managed accounts
To view this data, follow the steps below:
- Select Custom Period
- Enter Column Title
- Input in your dates
- Select the metric
- Decide if you want to annualize the value
