Back Home > Advisor View > Data Dictionary > A > Report Settings: Assign Risk Free Rate (Static or Index)
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Home > Advisor View > Data Dictionary > A > Report Settings: Assign Risk Free Rate (Static or Index)
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Report Settings: Assign Risk Free Rate (Static or Index)
| Applies to: | ||
|---|---|---|
| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to assign the risk free rate—either as a static number, such as 3%, or an index to track.
You can use this to set your own definition of the risk-free rate. This rate is used to determine the active return as well as in additional risk measurements and relative statistics.
If you select Assign static risk free rate, enter the rate. You can specify up to two decimal places for the static risk free rate.
If you select Assign index as risk free rate, choose your index from the list.
| Setting | Report Output |
|---|---|
| Assign static risk free rate selected and set to 3% |
Ratios are calculated according to the 3% static risk free rate. |
| Assign index as risk free rate selected and set to an appropriate index |
Ratios are calculated using the index returns as the risk free rate. |
Functionality is the same in the PDF report templates as in dynamic reports.
Performance Reports
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For more information about the risk free rate, see Risk Free Rate.
