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Only Include Values For Performance Returns

This setting allows you to show only return percentages for all the columns added to the Performance History report. If you select this check box, the report omits dollar amounts such as contributions and end values.

• To report only on return percentages, select Only include values for performance returns.

  In this example, the report displays only return values for the Inception to Date interval.

  

• To report on both return percentages and dollar values, clear Only include values for performance returns.

  In this example, the report displays values for all columns added to the report.

  

This setting applies for the Performance History report.