This section describes the inception date check options available in the Period Options section of Performance Link Analysis and Risk Analysis fields. See the following figure. These options affect the display of partial period returns when the entity inception date occurs within the period.
When you define the inception date check, you can select one of the following options:
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The following table describes how the inception date check setting you select interacts with the way you set the Business Calendar Check and the annualization logic you specify for the field.
Inception Date Check Setting | Business Calendar Check | Annualization |
|---|---|---|
Do not check inception date | When you:
| When you select the Annualize Returns option, the annualization period is the date range defined as the field begin date to field end date. |
Check inception date | When you do not select the Use Business Calendar option, the system does not apply the Business Calendar Check. If the inception date of the entity falls within the link period, the Inception Date Check suppresses linked returns. | When you select the Annualize Returns option, the annualization period is the date range defined as the field begin date to field end date. |
Begin linking from inception date (Performance Link Analysis fields only) | When you select the Use Business Calendar option, the report can display a return when the entity inception date falls within a link period. The system applies the Business Calendar Check to the link period after the inception date. It does not display returns if all the business days/months after inception are not present. | When you select the Annualize Returns option, the annualization period is the date range defined as the field begin date to field end date, unless the inception date falls within the period. |
For more information, refer to Performing Business Calendar Checks and Annualizing Returns.
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