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Percentage Change in share price from Highest.

Questions on using, creating, or understanding data in Fund Manager reports.

Postby Sterling Silver » Tue Oct 06, 2015 9:56 am

Hi, Is there a field to show, in a custom report, the % change of a share price from its highest or lowest value during a specified period.
Sterling Silver
 
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Postby Mark » Tue Oct 06, 2015 10:55 am

Hi Sterling Silver,

There isn't a built-in field for exactly this. Something similar is "Maximum drawdown (between)". If you're using Professional or Advisor, you can write your own equation to get this:

100*(Highest_NAV-End_NAV)/End_NAV

or

100*(End_NAV-Lowest_NAV)/End_NAV
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby Sterling Silver » Tue Oct 06, 2015 11:15 am

Thanks Mark, Unfortunately I use the Personal version. :(
Sterling Silver
 
Posts: 18
Joined: Thu Jan 07, 2010 9:22 am


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