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Contribution Rate

For the requested period, contribution rate is calculated as:

Net contributions/Starting value = Contribution Rate

The contribution rate can be shown on client portal Dashboard tiles and in the Capital Flows report. When the Capital Flows report is grouped by year, the net contributions for each year are divided by the starting value of that year—inception to date will rarely generate a contribution rate because the calculation will almost always involve dividing by zero.

The dashboard tile can be shown for a period greater than one year, but the calculation will remain the same, and will not be averaged to an annual rate.