View Wealth History allows you to see past performance of both the current and target allocations. For the current allocation, wealth history may be calculated from either the actual holdings or from the asset class indexes.
Check the View Wealth History box to display historical performance of current and target allocations.
From the Current Portfolio based on drop-down, select Holdings or Asset Class Indexes.
Note: If the you select Holdings, the historical values displayed in the graph for the current allocation are calculated based on the returns of the actual investments in the client's accounts. If you select Asset Class Indexes, the historical values displayed in the graph for the current allocation are calculated from the returns of the asset class indexes. The target allocation can only be calculated from asset class indexes, because it has no holdings. The back-history values are determined by calculating the historical annual returns of the holdings or asset class indexes, and working backwards from the current portfolio balance.
In the Start Year field, click the up or down arrow to select the start year for the graph.
Click OK. Historical data appear as a dotted line or "stem" on the tulip graph.