The Performance screen allows you to view how much your portfolio has earned and how much it has changed in value. The Performance screen has the following Rate of Return (ROR) tabs:

The RORs are calculated based on the chosen ROR Type (Money Weighted or Time Weighted) and ROR Calculation Date.

This screen also displays the Performance chart representing the account and fund performances based on one month, three months, YTD, one year, three years, 5 years and inception data.

This screen also displays Rate of Return exclusive of ‘MFR’ transactions, when the MWROR is displayed and the Exclude MFR from MWROR Calculations field is set as 'Y - Yes' in the RFRRGPAR table.

You can access this screen by clicking the Performance sub tab under the Account tab on the left menu panel.