← Back

Expert Tips -

Expert Tips: Comp Tables

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions.

Click to jump to each Expert Tip:

Save & Share Data Tables

Summary Stats

Tax Cost Ratio

Show Performance Through ’08 Recession

Analyze Model Portfolios in Comp Tables

Null Values Treatment in Scoring Models

Analyze Watchlists on Comp Tables 

________________________________________________________

 

Save & Share Data Tables

Save time and align your team by saving and sharing analyses in the Comp Tables and Timeseries Analysis tools. To see saving options, click the dropdown arrow next to “…(unsaved)” in the top-left corner of the page. To share, click the “Share” button in the top right. To add your colleagues to a team, reach out to your YCharts Support Contact.

save and share tables

________________________________________________________

 

Summary Stats

The “Summary Stats” feature in Comp Tables provides combined metrics for all the securities in a table. Maximum, Average, Median, and Minimum are helpful for evaluating peer groups, while Sum can be used to combine metrics, like when finding category-level fund flows, shown below.

summary stats

________________________________________________________

 

Tax Cost Ratio

Stay informed of how end-of-year distributions and taxes will affect your portfolio. Tax Cost Ratio measures how much a fund’s annualized return is reduced by the taxes investors pay on distributions, and is available for all Mutual Funds and Model Portfolios.

tax cost ratio

________________________________________________________

 

Show Performance Through ’08 Recession

Show a fund’s or stock’s performance through the most recent recession in 2008 with 15-year metrics. As the Financial Crisis is beyond a 10-year lookback, YCharts now includes risk and return metrics that incorporate 15 years of history and can be used across all the platform’s tools.

15 year metrics

________________________________________________________

 

Analyze Model Portfolios in Comp Tables

Compare any Model Portfolios you build against mutual funds, ETFs, or benchmarks across a metric set of your choosing. Use the type-search box or click “Lists” then “Model Portfolios” to access and compare your model strategies.

MP in comp table

________________________________________________________

 

Null Values Treatment in Scoring Models

When building Scoring Models, use the “Null Values” drop down to choose to use a comp set’s “Min”, “Max”, “Mean”, or “Zero” in place of a null value for any given metric. This new feature gives you control to fairly score securities with unreported metrics.

scoring model null values

________________________________________________________

 

Analyze Watchlists in Comp Tables

On any Watchlist, select “Options” then “View In” to take a deeper dive into securities’ performance. Use tools such as Comp Tables, Fundamental Charts, or Timeseries Analysis to further evaluate your key holdings.

31. analyze watchlists in comp tables

Stay up to date,
subscribe to the YCharts blog