Key Statistics

Portfolio net asset value (NAV) and return, along with deposits and withdrawals. Period, best and worst returns are included, as well as distribution of returns.

To navigate to this tool, please take the steps outlined below.

  1. Select Performance & Reports > PortfolioAnalyst > Navigate to the Key Statistics widget.

    • Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Key Statistics widget.

  2. Select the blue arrow icon in the top right corner to view additional details.