Account Performance Report Setting

On the Display tab, do the following:

1. Check the Show portfolio benchmarks check box to display portfolio benchmarks on the report.

2. Check the Show holdings benchmarks check box to display holdings benchmarks on the report.

3. Check the Show portfolio holdings check box to display portfolio holdings on the report.

4. Check the Show risk benchmark check box to display the risk benchmark on the report.

On the Row Setup tab, do the following:

1. In the Risk benchmark field, click the magnifying glass icon. The Select Benchmark dialog box opens.

2. Locate the desired benchmark and click OK. You are returned to the User Preferences dialog box.

3. In the Risk-free rate field, click the magnifying glass icon. The Select Benchmark dialog box opens.

4. Locate the desired benchmark and click OK. You are returned to the User Preferences dialog box.

5. Click OK.