Historical Performance
Shows the history of your portfolio's performance, including:
- The cumulative return percentage at different points in time in the history of your account (MTD, QTD, YTD, 1 year, 3 year, 5 year and since inception).
- The monthly and quarterly returns of your account since 2009 or since the inception of your account.
- The return percentage of your portfolio for the year-to-date and for each year since 2009.
| Field | Description |
|---|---|
| MTD | Month-to-date cumulative return percentage of your account. |
| QTD | Quarter-to-date cumulative return percentage of your account. |
| YTD | Year-to-date cumulative return percentage of your account. |
| 1 Year |
The cumulative return percentage of your account for the previous year ending on the date of the report. |
| 3 Year |
The cumulative return percentage of your account for the previous three years ending on the date of the report. |
| 5 Year |
The cumulative return percentage of your account for the previous five years months ending on the date of the report. |
| Since Inception |
The cumulative return percentage of your account since the inception of the account. |
| Monthly for all months | The return percentage of your account for each month since January 2009, or since the inception of your account if your account was opened after January 2009. |
| Quarterly for all quarters | The return percentage of your account for each quarter since January 2009, or since the inception of your account if your account was opened after January 2009. |
| Annual for all years | The return percentage of your account for each year since 2009, or since the inception of your account if your account was opened after 2009. |