do u need to show benchmark monthly returns as well?
i think i remember reeading that for benchmarks just need to show annual returns but not positive
do u need to show benchmark monthly returns as well?
i think i remember reeading that for benchmarks just need to show annual returns but not positive
I believe it is annual return but calculated from monthly returns (same frequency as the portfolio valuations)
This. Present annual return.
3 year external standard deviation is calculated from monthly returns, for composite and BMK.