Asset Camp’s 10-Year Performance Attribution tool helps you understand what drove the performance of the biggest contributor to your investing wealth: common stocks.
Understanding why certain stock indexes and their corresponding index mutual funds and ETFs did well, and others lagged, can help you decide which areas of the stock market to invest.
In this series of guides we will break down the navigation and different data points found in the Historical Tool so you can get the most out of it.
We’ll start by showing you how to navigate the tool. Then we will show you how to use and interpret the report.
Navigating the Tool
Changing Dates – By default, the historical stock market return table shows performance for the most recent available end date. You can also select earlier end dates in the top left-hand corner of the table to see the performance attribution for earlier periods.
Sorting the Indexes – You can rank the indexes by any of the factors from highest to lowest or lowest to highest by clicking the arrow next to each column header. When the table is being sorted and ranked by one of the factors, the column header will be highlighted in a darker shade of grey.
Comparing Two or More Indexes – You can select a shorter list of indexes to compare by checking the box next to the index name and clicking the Compare box in the top right-hand corner of the table.
You can return to the full index list by clicking the Back To Full List box.
You can deselect all of the indexes by twice clicking the box next to the Index header in the top left corner of the table.
Definitions Quick View – You can see a quick view of index definitions and the definitions for the return drivers and other column headers by hovering your cursor over the the index or column name.