Registered User
Joined: 5/3/2006
Posts: 2
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Telechart Funds - FAGIX; In comparing Custom Date Sort from 12/31/08 to 8/7/09 I get 45%. In comparing Price Percentage Year to Date I get 62%. FAGIX is a high income fund with current income of app. 10%, but how do I deal with this difference? Possible bug? Maybe formula is wrong? Please confirm proper formula for Percentage Year to Date if you think this may be the problem, but I don't think so. gjj
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Worden Trainer
Joined: 10/7/2004
Posts: 65,138
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Welcome to the forums. A very good foundation for learning how to use TeleChart can be gained by reviewing the following:
If you are new to TeleChart READ THIS FIRST!
QUOTE (gjj4) Maybe formula is wrong? Please confirm proper formula for Percentage Year to Date if you think this may be the problem, but I don't think so.
The most likely reason really is an incorrect Personal Criteria Formula. The PCF that comes with the software will be as old or older than when the CD was made. The PCF does not update automatically. The formula to use during 2009 would be:
(C - C'12/31/08') / C'12/31/08' * 100
You may wish to review the following:
How to create a Personal Criteria Forumula (PCF)
PCF Formula Descriptions
Handy PCF example formulas to help you learn the syntax of PCFs!
-Bruce
Personal Criteria Formulas
TC2000 Support Articles
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