The following charts are available in Morningstar Office. Most charts can be created in multiple ways; from the top menu under New, Charts, or from the Research, Workspace, or Portfolio Management tabs. Note: Not all charts are available from all menus. Click here to view a Chart availability matrix.
Correlation Matrix
This chart compares a minimum of two and a maximum of 15 investments. In order to appear in the Correlation Matrix, funds must have at least three years of history.
Tip: Use the Correlation Matrix as a diversification tool to see how closely related selected funds and stocks are to one another, or to indexes or Morningstar categories.
(Investment) Growth
This line graph displays up to 15 years of performance history for up to 15 investments. Keep in mind that when graphing a number of items, the graph only dates back as far as the youngest item.
Creating an (Investment) Growth Chart
Price
Use the Price Chart to view historical prices plotted on a line graph. Include up to 12 securities in your chart.
Return Bar
The Return Bar chart can graph annual or trailing returns for up to 15 securities.
Rolling Return (Bar or Line)
Select one item to be included in the Rolling Return (Bar) chart or up to 15 securities for the Rolling Return (Line) chart.
This chart can be created using a bar or line graph and provides a powerful way to show the benefits of long-term investing. By highlighting the volatility of short-term movements in security returns and contrasting them with the relative stability of longer-term movements, investors can see convincing results for riding out a security's rougher periods.
Premium/Discount Chart
The Premium/Discount chart reveals trends in premiums and discounts, providing an up-to-date picture of a fund or separate account's selling status. A negative number indicates that the fund's shares sold at a discount to NAV; a positive number indicates the shares sold at a premium. A maximum of 10 items can be graphed.
Creating a Premium/Discount Chart
Risk/Reward
This scatterplot graph displays up to 100 items (99 securities + a benchmark index) with at least three years of investment history on an x/y axis. Each point on the Risk/Reward chart represents a holding and reveals the standard deviation and mean return figures for that holding.
Return vs. Category
Select up to 10 items to view in the chart.
This scatterplot chart shows how the total return of a single mutual fund or separate account matches up to the returns of its category each year for up to the past 10 years. The chart is split into quartiles, and the range for 90% of the category is shown to illustrate outliers.
Creating a Return vs. Category Quartiles Chart
Holdings Similarity
The Holdings Similarity chart compares the similarity of holdings for a list of investments in matrix format. Up to 15 investments can be selected for comparison.
Creating a Holdings Similarity Chart
Dividend Bar
The Dividend Bar chart shows the dividend payouts for up to ten investments.
Rolling Yield Chart
The Rolling Yield chart shows the interest or dividend percentage received from an investment. You can chart up to 8 investments.
Creating a Rolling Yield Chart
Income vs. No Income
The Income vs. No Income chart displays the cumulative return percentage that was received for the selected time period, assuming all dividends and interest were reinvested. Up to 5 investments can be selected for comparison.
Creating an Income vs. No Income Chart
Total Annual Return
This bar graph displays up to 15 years of performance history for up to 10 investments. Keep in mind that when graphing a number of items, the graph only dates back as far as the youngest item.
Create a Total Annual Return Chart
See Also