Capital Return |
{{ modelPortfolio.stats.returns.return3Month ? ((modelPortfolio.stats.returns.return3Month - modelPortfolio.stats.incomes.income3Month) | percentage:2:1:'N/A') : 'N/A' }} |
{{ modelPortfolio.stats.returns.return6Month ? ((modelPortfolio.stats.returns.return6Month - modelPortfolio.stats.incomes.income6Month) | percentage:2:1:'N/A') : 'N/A' }} |
{{ (modelPortfolio.stats.returns.return1Year - modelPortfolio.stats.incomes.income1Year) | percentage:2:1:'N/A' }} |
{{ (modelPortfolio.stats.returns.return2Year - modelPortfolio.stats.incomes.income2Year) | percentage:2:1:'N/A' }} |
{{ (modelPortfolio.stats.returns.return3Year - modelPortfolio.stats.incomes.income3Year) | percentage:2:1:'N/A' }} |
{{ (modelPortfolio.stats.returns.return4Year - modelPortfolio.stats.incomes.income4Year) | percentage:2:1:'N/A' }} |
{{ (modelPortfolio.stats.returns.return5Year - modelPortfolio.stats.incomes.income5Year) | percentage:2:1:'N/A' }} |
{{ (modelPortfolio.stats.returns.return10Year - modelPortfolio.stats.incomes.income10Year) | percentage:2:1:'N/A' }} |
{{ (modelPortfolio.stats.returns.return20Year - modelPortfolio.stats.incomes.income20Year) | percentage:2:1:'N/A' }} |
{{ modelPortfolio.returnInception - modelPortfolio.incomeInception | percentage:2:100:'N/A' }} |
Income Return |
{{ modelPortfolio.stats.incomes.income3Month | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.incomes.income6Month | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.incomes.income1Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.incomes.income2Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.incomes.income3Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.incomes.income4Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.incomes.income5Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.incomes.income10Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.incomes.income20Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.incomeInception | percentage:2:100:'N/A' }} |
Total Return |
{{ modelPortfolio.stats.returns.return3Month | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.returns.return6Month | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.returns.return1Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.returns.return2Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.returns.return3Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.returns.return4Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.returns.return5Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.returns.return10Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.returns.return20Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.returnInception | percentage:2:100:'N/A' }} |
Average of {{ modelPortfolio.benchmark.peers.peerCount }} peer funds^ |
{{ modelPortfolio.benchmark.peers.returns.return3Month | percentage:2:1:'N/A' }} |
{{ modelPortfolio.benchmark.peers.returns.return6Month | percentage:2:1:'N/A' }} |
{{ modelPortfolio.benchmark.peers.returns.return1Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.benchmark.peers.returns.return2Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.benchmark.peers.returns.return3Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.benchmark.peers.returns.return4Year | percentage:2:1:'N/A' }} |
{{ modelPortfolio.benchmark.peers.returns.return5Year | percentage:2:1:'N/A' }} |
{{modelPortfolio.benchmark.peers.returns.returnSinceInception | percentage:2:1:'N/A' }} |
Excess to Peers |
{{ modelPortfolio.stats.returns.return3Month && modelPortfolio.benchmark.peers.returns.return3Month ? modelPortfolio.stats.returns.return3Month - modelPortfolio.benchmark.peers.returns.return3Month : null | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.returns.return6Month && modelPortfolio.benchmark.peers.returns.return6Month ? modelPortfolio.stats.returns.return6Month - modelPortfolio.benchmark.peers.returns.return6Month : null | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.returns.return1Year && modelPortfolio.benchmark.peers.returns.return1Year ? modelPortfolio.stats.returns.return1Year - modelPortfolio.benchmark.peers.returns.return1Year : null | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.returns.return2Year && modelPortfolio.benchmark.peers.returns.return2Year ? modelPortfolio.stats.returns.return2Year - modelPortfolio.benchmark.peers.returns.return2Year : null | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.returns.return3Year && modelPortfolio.benchmark.peers.returns.return3Year ? modelPortfolio.stats.returns.return3Year - modelPortfolio.benchmark.peers.returns.return3Year : null | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.returns.return4Year && modelPortfolio.benchmark.peers.returns.return4Year ? modelPortfolio.stats.returns.return4Year - modelPortfolio.benchmark.peers.returns.return4Year : null | percentage:2:1:'N/A' }} |
{{ modelPortfolio.stats.returns.return5Year && modelPortfolio.benchmark.peers.returns.return5Year ? modelPortfolio.stats.returns.return5Year - modelPortfolio.benchmark.peers.returns.return5Year : null | percentage:2:1:'N/A' }} |
{{ modelPortfolio.returnInception && modelPortfolio.benchmark.peers.returns.returnSinceInception ? modelPortfolio.returnInception/100 - modelPortfolio.benchmark.peers.returns.returnSinceInception : null | percentage:2:1:'N/A' }} |