The Return Bar chart can graph annual or trailing returns for up to 15 securities.
A Return Bar chart can be created in multiple ways; from the top menu or from the Research or Workspace tabs.
To create the Rolling Return chart from the top menu:
From the top menu of Morningstar Office, click on New, Charts, Return Bar to open the Select Investments dialog box.
Select the method you will use to identify the investments for your chart.
Under Name/Ticker/ISIN/CUSIP/SecId, select the following:
Single Investment and enter Investment Name/Ticker/ISIN/CUSIP/SecId into the text box, or
Multiple Investments and click OK to access the Find Investments dialogue box.
Select from Universe or saved Lists or Searches.
Select Find by method (Name/Ticker/ISIN/CUSIP/SecId).
Enter Investment and click Go.
Note: Your search can include both Morningstar-tracked securities and user-defined securities.
Click Search Criteria to enter a complex query to find a group of investments. When you click this option, click the arrow to select the investment universe you will search in. Click OK. The Search dialog box opens.
Click My Lists to select items from one of your saved investment lists. When you click this option, click the arrow to select which investment list you want to choose securities from.
When you have selected the desired investments, click OK.
The selected investments are displayed on the chart.
To create a Return Bar chart from the Research or Workspace tabs:
In the left navigation pane, click the Research or Workspace tab.
Drill down until you get to the list of investments.
Under Research, select the Universe category, then the universe to open the associated investments.
Under Workspace, go to Investment Lists, My Lists to open the associated investments.
Select up to fifteen items.
From the Action menu, point to Charts, then click Return Bar.
Roll your mouse over any bar to see the annual return for that investment.