Cumulative 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
- Superscripts
Application
Data
{
“code”: “cumulative_performance”,
“values”: [
{
“benchmark_value”: 2.951447108,
“effective_date”: “2020-06-12”,
“label”: “1M”,
“performance_end_date”: “2020-05-31”,
“performance_start_date”: “2020-04-30”,
“relative_value”: -0.243847011,
“value”: 2.707600098
},
{
“benchmark_value”: -6.424570225,
“effective_date”: “2020-06-12”,
“label”: “3M”,
“performance_end_date”: “2020-05-31”,
“performance_start_date”: “2020-02-29”,
“relative_value”: 3.849618981,
“value”: -2.574951245
},
{
“benchmark_value”: -15.4278325,
“effective_date”: “2020-06-12”,
“label”: “YTD”,
“performance_end_date”: “2020-05-31”,
“performance_start_date”: “2019-12-31”,
“relative_value”: 6.721002707,
“value”: -8.706829797
},
{
“benchmark_value”: -13.51492146,
“effective_date”: “2020-06-12”,
“label”: “6M”,
“performance_end_date”: “2020-05-31”,
“performance_start_date”: “2019-11-30”,
“relative_value”: 6.270460234,
“value”: -7.244461229
},
{
“benchmark_value”: -3.705456793,
“effective_date”: “2020-06-12”,
“label”: “1Y”,
“performance_end_date”: “2020-05-31”,
“performance_start_date”: “2019-05-31”,
“relative_value”: 8.595136515,
“value”: 4.889679722
},
{
“benchmark_value”: -1.801748847,
“effective_date”: “2020-06-12”,
“label”: “2Y”,
“performance_end_date”: “2020-05-31”,
“performance_start_date”: “2018-05-31”,
“relative_value”: 0.276662804,
“value”: -1.525086042
},
{
“benchmark_value”: -0.603496711,
“effective_date”: “2020-06-12”,
“label”: “3Y”,
“performance_end_date”: “2020-05-31”,
“performance_start_date”: “2017-05-31”,
“relative_value”: -0.174757948,
“value”: -0.778254659
},
{
“benchmark_value”: 0.491755605,
“effective_date”: “2020-06-12”,
“label”: “5Y”,
“performance_end_date”: “2020-05-31”,
“performance_start_date”: “2015-05-31”,
“relative_value”: 0.00970467,
“value”: 0.501460275
},
{
“benchmark_value”: 6.626367458,
“effective_date”: “2020-06-12”,
“label”: “10Y”,
“performance_end_date”: “2020-05-31”,
“performance_start_date”: “2010-05-31”,
“relative_value”: 1.505418299,
“value”: 8.131785757
},
{
“benchmark_value”: 6.039984755,
“effective_date”: “2020-06-12”,
“label”: “SI”,
“performance_end_date”: “2020-05-31”,
“performance_start_date”: “2010-01-14”,
“relative_value”: 1.585716472,
“value”: 7.625701227
}
]
}