Performance Reporting

Performance Reporting

TrustFort provides performance reporting for various levels, which is available to both Advisors and Investors: the Account , the Household, Benchmark and Security levels. Performance is calculated using several different methodsincluding : Internal Rate of Return and Time-Weighted Return. TrustFort's performance module allows investors and advisors to extract performance information for a wide range of dates from inception to current day and also includes : Yearly, Monthly, Weekly, Daily and between any given dates.