Rev. Date May 30, 2019

  • For an individual investment, the default active time frame is the full span of the available data for that investment.

  • For a portfolio that consists of multiple investments with data spanning different time frames, the default active time frame is the intersection of the investments’ available data. For example, a portfolio with two investments, one that has data from 1/1/1987 to 7/1/2016 and one that has data spanning 1/1/2000 to 1/1/2017 will show analyses from 1/1/2000 to 7/1/2016.

  • As you are adding investments to your portfolio or adding comparisons, it’s always a good practice to check the time frame of available data.

This document highlights certain aspects of this feature. As an overview, it does not discuss all material facts or assumptions. Please see Important Disclosure and Disclaimer Information.

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