Performance Line Chart 

Easy to use and our most popular chart.

There are several chart options, including:

Performance Period:

Select your desired time period to chart.

Note: You can have up to 4 smaller performance line chart within the same page. Simply click on the word Add Period next to the performance period drop-down to activate this function.

Pricing Spread

Bid to Bid – Refers to a performance measure that takes into account the fund’s annual expense ratio. It does NOT take into account the fund’s initial sales charge.

Offer to Bid - Refers to a performance measure that takes into account the fund’s annual expense ratio and initial sales charge.

Note: Offer to Offer is the same calculation as Bid to Bid thus will have no difference and therefore is not an option.

Data Frequency

Allows you to plot over a daily, weekly, monthly or quarterly frequency.

Base

This allows you to view the chart as a percentage or with a lump sum starting value.

Relative/Moving Average

Relative - Within a relative chart, the relative instrument is rebased to a common level throughout the chart period (appearing as a straight line) and the other instrument(s) is shown relative to it.

Moving Average - A moving average's greatest strength is its ability to help identify a current trend or spot a possible trend reversal. Moving averages can also identify a level of support or resistance for the security, or act as a simple entry or exit signal.

Logarithmic Scale

The main reasons to use logarithmic scales in charts, is to respond to skewness towards large values; i.e. cases in which one or a few points are much larger than the bulk of the data.

This is particularly useful when looking at multiple funds over a long time period, where for the majority of the start of the chart, the lines all look fairly flattened due to the skewness of recent performance affecting the chart scale.

Note: A maximum of 12 lines can appear on this line chart.