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Account Assets Performance

  • The Account Assets Return % (XIRR) and MoM Calculations include all of the cash flows from all assets within the account.
  • The calculations do not consider cash transfers in and out of the account and the impact of cash holdings in diluting return on assets.
  • The dilutive impact of cash holdings is evaluated in the Account XIRR and MoM calculations described below.

Account Performance

Modal Performance