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