Get Performance Results from previous years?
Summary:
- The main problem reported by the user is the inability to find performance results from previous years (2021, 2022, etc.).
- FidelityEmilio suggested checking the “Performance” tab and using the “Timeframe” dropdown to select a custom date range.
- FidelityHeather clarified that the “Timeframe” option is located above the “Personal Returns” section, specifically in the “Balance and Performance Activity” area.
- After some assistance, the user confirmed they found the option and asked a further question regarding risk analysis and Sharpe ratios.
Here’s the full thread
Is there a way to get performance results from 2022, 2021, and previous years?
Hey there @PeachGardenOath. Thanks for reaching out. Yes, you can look at specific timeframes on the “Performance” tab.
Simply click the “Timeframe” dropdown (to the left of the frequency tab shown in your screenshot) and select “Custom” from the dropdown. From there, you can select specific dates, such as January 2021 to December 2021, and so on, to see the data you’re looking for. 🟢
sorry if i am blind, but i dont see a timeframe option?
I can chime in here, @PeachGardenOath.
The ability to select the “Timeframe” will still be found on the “Performance” tab. It is found right above the “Personal Returns” section that you’ve shown in your screenshot.
You’ll want to review the section called “Balance and Performance Activity”. Here, you’ll be able to select a custom timeframe and frequency to view performance for previous years.
Please let us know if you have any other questions. We’ll be happy to help! 🟢
thank you, found it! another question, is risk analysis and these sharpe ratios cummulative?
Hey there, @PeachGardenOath.
This is a great question. We’d like to do some additional research to ensure we provide you with the most accurate information. We’ll follow up when we have more details. 🟢