Editing an Investment Growth Chart

To change the initial investment

1. In the Initial Value $ box, type a new dollar amount.

2. Click Redraw. The graph will now display new data based on the new initial investment.

To change the time period

• Use the boxes at the top of the screen marked Start and End. Click the up and down arrows to select a new time period.

Note: Your chart will only go back as far as the youngest fund, stock, or index in the chart. By default, charts go back 15 years. The Start Date always reflects the first day of the month; the End Date always reflects the last day of the month.

To change the scale of the chart

• Click either the Logarithmic or the Linear buttons. The graph defaults to Logarithmic scale. What's the difference between Linear and Logarithmic scale?

To annualize the chart

• Check the Annualize box. (If the graph's time period is over one year, the default is to annualize the returns.)

See Also

To add an item to a chart

To delete an item from a chart

To view and print reports from the items in the chart