Performance Investigation
TrustFort provides performance reporting for various levels, which is available to both advisors and investors:
- Account Level
- Household Level
- Benchmark Level
- Security Level etc.
Performance is calculated using several different methods,including.
- Internal Rate of Return (IRR)
- Time-Weighted Return (TWR)
TrustFort's performance module allows investors and advisors to extract performance information for a wide range of dates from inception to current day, including:
- Yearly
- Monthly
- Weekly
- Daily
- Between any given dates
