Easy ROR Pro


  
FEATURES 
> Report Options 
> Transaction Entry 
> Risk/Reward Analysis 


  
GRAPHS 
> Rate of Return 
> Cash Flow Activity 
> Rolling Average ROR 


  
REPORTS 
> ROR Before/After Tax 
> ROR with Benchmarks 
> ROR Daily Valuation 
> Composite Cumulative 
> Rate of Return Extended 
> Multi-Year Rate of Return 
> Modified IRR (MIRR) 
> Volatility 
> Gain/Loss 


  
DOCUMENTS 
> User Manual 
> Section 508 VPAT 
> Frequently Asked Questions 



Volatility Report


12/5/2016  11:48:41 PM                                                         Page 1
          Volatility Report - 12/31/2015 to 11/30/2016, Monthly IRR 
 
R-Squared, Beta Index  : Russell 1000®-Annual ROR 15.41%                        
Sharpe Ratio Comparison: 3-Month Treasury Bill                                  

                         Pf ROR                           Portfolio  Vs  Benchmark 
                       Avg=14.55%  Portfolio   Sharpe     R                  Periods
Portfolio               SD=2.36%   Volatility   Ratio  Squared Alpha  Beta  Max  Actl

Fidelity IRA             13.60%       1.23       .67     .84    2.51   .94   11   11 
Diversified              11.62%       1.35       .58     .90    3.68   .81   11   11 
Total                    14.87%        .65      1.04     .59    1.32   .33   11   11 
401k                     18.10%        .68      1.02     .05    4.58   .12   11   11 



 


All applications support Hamilton Software Windows XP, Vista, 7, 8, 8.1, 10, 11

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