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Open fund performance

Proceed as follows to open the "Fund performance" evaluation:

  1. First open a folder or filter with the funds in the Explorer by double-clicking on it.
    Or use the Finder Funds to search for funds, select the desired funds and select the OPEN FUND LIST command in their context menu in the Finder.
  2. Switch to the "Funds" worksheet in the open workspace.
  3. Select the "Performance" worksheet again.
    The "Fund performance" evaluation opens.

The performance is calculated for various periods and shown in the table. The volatility for these periods is also displayed.

By default, key figures are issued in the corresponding security currency. If required, you can switch to a single currency.

By default, the fund performance is based on the current date. If you do not have any current courses on this day, the table will be filled in with "n/a". In this case, you can enter the evaluation date manually in the parameter settings.

If necessary, read the section Fund performance parameters.

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