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Performance return calculation

MC
Marcus Crahan12 марта 25 г. | 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 Shevchenko13 марта 25 г.
Yes, that's correct. The performance chart includes dividend payments (without reinvesting) and is net of ETF operational expense fees.
MC
Marcus Crahan05 апреля 25 г.
Thanks Dmiry!

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