Performance Analysis

Overview

The Performance Analysis component allows you to analyze an investment’s performance during various trailing periods. This component allows a benchmark comparison to be added, but also displays the Morningstar Category Average and Percentile Rank in Category. For time periods less than one year, cumulative returns are applied. For time periods one year or greater, annualized returns are applied.

 

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

Alternate Uses

Use the Component Settings icon to switch from seeing the data in a table to seeing it in a chart.

Last Updated: June 21, 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.