Performance Reporting � Data Settings

Modify data point settings. This dialog can be used to modify several settings for data point calculations:

1. Annualize calculations. This setting is checked by default.

2. Modify the data point display name.

3. Modify the display scale for the data point.

4. Reverse the sign on the data point.

5. Select the decimal places to display for the data point.

6. Data series. Select the frequency of the return series to use in data point calculations. Options available depend upon the time period settings, and include Daily Return, Monthly Return, Quarterly Return, and Yearly Return.

7. Return type. Choose the return series to use in data point calculations. Default is Total Return. Other options available include Gross Return, Post-Tax Return, Bid-Bid Return, and Offer-Bid Return.

Apply settings to all data points

When checked, this option will apply the following settings to all performance data points (when appropriate, I.E. cannot set Return in time period 12/12/2008 � 12/20/2008 to use Yearly Return as data series):

� Annualize

� Scale

� Reverse Sign

� Decimal Places

� Do not display or export this data point

� Data Series

� Total Return