Investment performance report
Track your portfolio's performance
Get a clear overview of your portfolio's performance
This report presents the performance of each of your investment accounts over the past year and since the account was opened.
How your portfolio performs depends on the risk level determined by your investor profile and the investments you have selected. If your personal or financial situation changes, be sure to notify your wealth advisor. They will suggest ways to adjust your investments to keep you on track for your financial goals.
Account identification
Identifies the account covered by the report and the account's currency.
Market value table
Gives an overview of cash flows and market value changes in your account since it was opened and for the previous 12 months.
N.B. If your account was opened prior to January 1, 2016, the account opening date on the report will be January 1, 2016.
Account progress chart
Provides a visual overview of certain data from the market value table.
- The grey bar indicates the net amount invested since the account was opened (starting market value + deposits – withdrawals).
- The blue bar shows the closing market value on December 31 of the year covered by the report.
Rate of return calculations
Describes the two main ways to calculate investment performance:
- Calculation of the Time‑Weighted Rate of Return (TWRR)
- Calculation of the Money‑Weighted Rate of Return (MWRR)
The TWRR is used to compare your results to indexes or other investments. The MWRR is used to calculate the rate of return on your portfolio and see whether you are on track to achieve your goals. TWRR excludes portfolio deposits and withdrawals from the calculation, while MWRR includes them. Feel free to ask your investment advisor for more information.
General information
More information to help you understand the report.
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