If you have stocks and funds in the same Watchlist, you can get different views for each. For stocks, you can change your view in the upper right area. The views include Overview, Ratios, Dividends, Earnings, News and Build Your Own. Most people have probably found that view menu by now.
Similarly, there is a funds change view menu to the right above the funds section on a Watchlist.
For funds you can select from three views: Overview, Cumulative Return and Year-by-Year Return.
The Overview contains latest prices, net assets, MERs, a one-year chart, the year-to-date change, the one-year change, the three-year return and the Globe Fund Star Rating. The Globe Fund Star Rating compares funds against their peers over recent periods. Five-star funds rank higher than single-star funds.
The Cumlative Return contains the five-day change, three-month change, one-year change, three-year return, five-year return, the return since inception and the standard deviation.
The Year-by-Year Return helps you break down annual returns the past three years and how the return performed against its peers in each year. This is the quartile ranking. Ideally, you want to buy funds that consistently rank in the top quartile.
When you want to drill into more information on a fund, click on the fund name to go to the fund profile page.
You can also click on the one-year chart to go a larger chart-tool of the fund's performance. From there you can choose the time period for the chart up to 10 years or the fund's inception and compare that fund's performance to an index.
We're always looking for feedback and suggestions about the new Watchlist. Leave a comment here or email firstname.lastname@example.org to reach us. You can also visit the Globe Investor Help section for more information about Watchlist and the site.
Scott Adams Executive Editor Report on BusinessReport Typo/Error