Calendar Year Performance – Bar Chart
The Bar Chart allows Investment Managers to display fund composition and performance data.
Where required, benchmark/s performance may also be displayed over the same periods as the share class.
This configuration variation includes the following features:
- Title
- As at date
- Legend
- Negative and Positive values
Application
Data
{
“code”: “calendar_year_performance”,
“values”: [
{
“benchmark_value”: -15.4278325,
“date”: “2020-05-31”,
“effective_date”: “2020-06-12”,
“performance_end_date”: “2020-05-31”,
“performance_start_date”: “2019-12-31”,
“relative_value”: 6.721002707,
“value”: -8.706829797
},
{
“benchmark_value”: 27.51914694,
“date”: “2019-12-31”,
“effective_date”: “2020-06-12”,
“performance_end_date”: “2019-12-31”,
“performance_start_date”: “2018-12-31”,
“relative_value”: 1.193526987,
“value”: 28.71267393
},
{
“benchmark_value”: -10.12483263,
“date”: “2018-12-31”,
“effective_date”: “2020-06-12”,
“performance_end_date”: “2018-12-31”,
“performance_start_date”: “2017-12-31”,
“relative_value”: -3.768061295,
“value”: -13.89289392
},
{
“benchmark_value”: 10.96256389,
“date”: “2017-12-31”,
“effective_date”: “2020-06-12”,
“performance_end_date”: “2017-12-31”,
“performance_start_date”: “2016-12-31”,
“relative_value”: -2.608101874,
“value”: 8.354462016
},
{
“benchmark_value”: 4.05119434,
“date”: “2016-12-31”,
“effective_date”: “2020-06-12”,
“performance_end_date”: “2016-12-31”,
“performance_start_date”: “2015-12-31”,
“relative_value”: -4.229420985,
“value”: -0.178226645
},
{
“benchmark_value”: 8.966362222,
“date”: “2015-12-31”,
“effective_date”: “2020-06-12”,
“performance_end_date”: “2015-12-31”,
“performance_start_date”: “2014-12-31”,
“relative_value”: 8.190415227,
“value”: 17.15677745
},
{
“benchmark_value”: 6.408858016,
“date”: “2014-12-31”,
“effective_date”: “2020-06-12”,
“performance_end_date”: “2014-12-31”,
“performance_start_date”: “2013-12-31”,
“relative_value”: -6.898014329,
“value”: -0.489156314
},
{
“benchmark_value”: 19.25107771,
“date”: “2013-12-31”,
“effective_date”: “2020-06-12”,
“performance_end_date”: “2013-12-31”,
“performance_start_date”: “2012-12-31”,
“relative_value”: 1.892214219,
“value”: 21.14329193
},
{
“benchmark_value”: 18.58722618,
“date”: “2012-12-31”,
“effective_date”: “2020-06-12”,
“performance_end_date”: “2012-12-31”,
“performance_start_date”: “2011-12-31”,
“relative_value”: 1.216019791,
“value”: 19.80324597
},
{
“benchmark_value”: -8.826067124,
“date”: “2011-12-31”,
“effective_date”: “2020-06-12”,
“performance_end_date”: “2011-12-31”,
“performance_start_date”: “2010-12-31”,
“relative_value”: 7.049129694,
“value”: -1.776937429
},
{
“benchmark_value”: 9.890077015,
“date”: “2010-12-31”,
“effective_date”: “2020-06-12”,
“performance_end_date”: “2010-12-31”,
“performance_start_date”: “2010-01-14”,
“relative_value”: 8.036519196,
“value”: 17.92659621
}
],
“classification”: “N/A”,
“periodicity”: “ANNUALLY”
}