Historical Return

Overview

Use this bar chart to compare the returns of an account or portfolio to a benchmark over time. In addition to reviewing returns within a specific time period, from the Component Settings menu, you can compare client returns against a benchmark to verify that the account or portfolio performance mirrors the market.

For capabilities common to most components, read the Components Overview.

Alternate Uses

By default, this chart shows monthly returns. However the Component Settings menu, you can change the frequency to quarterly or yearly.

Last Updated: March 28, 2018

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The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; (3) is not warranted to be accurate, complete or timely; and (4) does not constitute advice of any kind.  Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Any statements that are nonfactual in nature constitute opinions only, are subject to change without notice, and may not be consistent across Morningstar. Past performance is no guarantee of future results.