Performance return calculation | PortfoliosLab

Performance return calculation

MC

Marcus CrahanMarch 12, 25 | Posted in general

Is the performance return calculation include dividend or interest paid and for the case of ETF's is the expense fee subtracted?

Thanks!

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DS

Dmitry ShevchenkoMarch 13, 25

Yes, that's correct. The performance chart includes dividend payments (without reinvesting) and is net of ETF operational expense fees.

MC

Marcus CrahanApril 05, 25

Thanks Dmiry!

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