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.

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  • Track Funds Vs. Benchmarks

    Penny Track Funds Vs. Benchmarks

    Track fund performance against the Dow, S&P, etc..

  • Reports

    Penny Benchmark Reports

    Detailed back-up for all performance calculations.