Mutual Funds Performance Metrics


[Up] [Top]

Documentation for package ‘rMorningStar’ version 1.0.7

Help Pages

export.portfolio export.portfolio
ms.10yCategoryReturn ms.10yCategoryReturn
ms.10yExcessCategoryReturn ms.10yExcessCategoryReturn
ms.10yReturn ms.10yReturn
ms.1mCategoryReturn ms.1mCategoryReturn
ms.3yAlpha ms.3yAlpha
ms.3yCategoryReturn ms.3yCategoryReturn
ms.3yExcessCategoryReturn ms.3yExcessCategoryReturn
ms.3yRank ms.3yRank
ms.3yReturn ms.3yReturn
ms.5yBeta ms.5yBeta
ms.5yCategoryReturn ms.5yCategoryReturn
ms.5yExcessCategoryReturn ms.5yExcessCategoryReturn
ms.5yRank ms.3yRank
ms.5yReturn ms.5yReturn
ms.AvgForCategory ms.AvgForCategory
ms.ExpenseRatio ms.ExpenseRatio
ms.FundCat ms.FundCat
ms.FundName ms.FundName
ms.GrowthTrack ms.GrowthTrack
ms.HoldingsTurnover ms.HoldingsTurnover
ms.LastClose ms.LastClose
ms.LastDividend ms.LastDividend
ms.NetAsset ms.NetAsset
ms.PercentChange ms.PercentChange
ms.Rating ms.Rating
ms.ReturnRating ms.ReturnRating
ms.RiskCategory ms.RiskCategory
ms.RiskRating ms.RiskRating
ms.stdev ms.stdev
ms.summary ms.summary
ms.Top10Holding ms.Top10Holding
ms.Top10HoldingPlot ms.Top10HoldingPlot
ms.Top10HoldingTotal ms.Top10Holding
ms.Yield ms.Yield
ms.YTDCategoryReturn ms.YTDCategoryReturn
ms.YTDExcessCategoryReturn ms.YTDExcessCategoryReturn
ms.YtdRank ms.YtdRank
ms.ytdreturn ms.ytdreturn
PortfolioManager PortfolioManager