Fund performance parameters
Parameters | Description |
|---|---|
Evaluation date | Evaluation date of the evaluation, which you can enter in the form "dd.mm.yy". The default setting is the current date or the evaluation date entered in the input field on the "Start" tab. |
Currency | By default, the fund performance shows all key figures in the corresponding securities currency. If required, you can use this parameter to select a standardized currency. |
Take issue surcharge into account | If you activate this checkbox, the front-end load is also taken into account when calculating the performance figures. The field is deactivated by default. |
Annualization | Activate this checkbox if the performance is to be normalized to one year. The field is deactivated by default. |