Custom Performance Quilts
The performance quilt calculates price returns for the year specified and is ordered with highest at the top. These are price returns, not total returns. The max number of years displayed is 15 and you have the ability to change the colors using the Quilt preferences. You may also save multiple quilts.
Unless otherwise stated (or denoted by “.TR” within symbology), performance returns for equities, ETFs, futures, and indexes do not reflect dividends and are based on the last sale for the date requested. Returns for mutual funds are adjusted to account for distributions. Returns do not reflect all potential transaction costs.
Performance for ETFs prior to the inception date is created using the ETF’s underlying index data when available. Underlying index data may include hypothetical back-testing of that index’s strategy, and will not include the expense ratio of the product (which is included after the inception date).
The performance of Nasdaq Dorsey Wright’s model portfolios, prior to that model’s inception date (listed at the top of the model’s trend chart, or under “date published” on the models page), is based upon hypothetical back-testing of the strategy. Back-testing performance differs from actual performance because it is achieved through retroactive application of a model investment methodology designed with the benefit of hindsight. Model performance data (both back-tested and live) does not represent the impact that material economic and market factors might have on an investment advisor's decision making process while managing actual client assets.
Past performance is not indicative of future results. Potential for profits is accompanied by possibility of loss.
