Expert Tips - June 1, 2018
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 firstname.lastname@example.org if you have any questions.
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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.
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.
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.
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.
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.
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.
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.