Re: Date range performance

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In Reply to: Date range performance posted by Adam Markley on September 30, 2005 at 08:29:29:

: Hi Mark,

: I'm trying to find out a way to calculate the time wieghted ROI (non-annualized) for a user defined date range, but I can't seem to find this. It is always annualized. For instance, if I know the S&P went up 2.3% between 8/15 and 9/15 and I want to compare that to my portfolio, is this avialable?

: Thank you.

Hi Adam,

All ROI yield calculations in FM are reported as annualized numbers. An option to make the yields non-annualized is something we have had on our "to-do" list for quite some time, and I really hope to get it in the next major update.

For comparison against the S&P you could create another investment to track the S&P. This way, it will be another line item in your report, and you can compare it against any investment/portfolio performance numbers. A good idea might be to create another sub-portfolio, and put any indices you want in there. In order to get "ROI" yields, you need to own some of the investment. (Fund Performance yields do not require this). You could own $1, just so you can get some ROI figures for these indices. If you don't want to record a $1 purchase in the index you can compare against the Fund Performance yields. A Fund Performance yield is equivalent to the ROI yield over terms where there was no investment activity, which would be the case in an index you're using just for comparison purposes.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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