Benchmarks

Overview

The Benchmarks capability in the Peer Analysis panel allows you to insert up to two rows at the bottom of each grouping in the Grid to show a comparison benchmark.

Note that it is not enough to look up the name of a benchmark in order for it to display in the Grid, you must also be sure to check the box to the left of it and click Apply in the bottom-right corner of the panel.

Alternate Uses

Rather than simply using indexes as benchmarks, you can also select Category Average, Broad Asset Class Index, Morningstar Category Index, Morningstar Index, or an investment such as a mutual fund or ETF.

Last Updated: March 1, 2018

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