rMorningStar (version 1.0.6)

ms.ytdreturn: ms.ytdreturn

Description

MorningStar YTD Return

Usage

ms.ytdreturn(ticker)

Arguments

ticker

Enter the TICKER for the security

Value

Returns the MorningStar YTD Return of the Security as Calculated by MorningStar.

Details

A traditional measure of performance in the mutual fund industry is the cumulative value of $1 compounded over a specified number of periods. Morningstar uses such measures on both before-load and after-load fee bases. The value relative at the end of T periods not taking any load charges into account is:

Examples

# NOT RUN {
ms.ytdreturn('AAPL')
# }

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