Re: Quarterly vs. annual return.

[ Message Board ] [ Archives ] [ Search ]

Posted by Mark on January 09, 2007 at 12:00:40:

In Reply to: Re: Quarterly vs. annual return. posted by Harry Teder on January 09, 2007 at 11:48:35:

: Thank you. Next: A column named NAV(inception) displays the initial dates of the Share Price chart, not the initial purchase date (as Inception is defined, I believe). Is there a way to display the initial purchase date instead?

Hi Harry,

The "NAV (inception)" is the date of the first recorded price. You can get the date of the first recorded transaction in a custom report with the "Investment inception date" field, which has a default column label of "Inv incptn".

BTW, if you have another question on a different topic, please go ahead and create a new thread, as this subject line isn't really accurate anymore.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies: