Benchmarks
- Comparative Performance: associate and compare indexes with funds.
- Rate or Return: calculate both linked rate of return and IRR over various time frames.
- Investor Statements: optionally present comparative performance on investor statements.
Learn More…
- Download: Penny Feature List (PDF)
Track Funds Vs. Benchmarks
Track fund performance against the Dow, S&P, etc..
Reports
Detailed back-up for all performance calculations.