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1. In the Dynamic Mutual Fund Returns field, under Effect, set Category to SRRI and Effect to Volatility.
2. Select the appropriate parameters in the Return Type and Processing Options areas.
3. Under Period Options, click the link, select the I would like to link returns using the Date Rule option, click Select the Date Rule, and then choose a Date Rule to determine the end date of the calculation, based on the effective date in the report profile.
   For more information, see Defining a Date Rule for SRRI Reporting.
4. Click the Advanced button, and then click the SRRI tab.
   You see the SRRI tab.
5. Specify the SRRI options for the field.
   For more information, see Select Options in SRRI Tab.
6. Continue setting up the field using the tabs you can access after you click the Advanced button.
   Based on the options you selected in the Return Type and Processing Options areas, specify the appropriate information about distributions, reinvestments, conversion, expenses, and/or waivers. You do not need to define any options in the Benchmark tab if you are setting up the field to calculate volatility. Specify the Benchmark Definition to use for backfilling returns history in the SRRI tab.

7. Click OK.
   Note: You can perform FX conversion in Performance Analysis reports using the SRRI – Volatility Effect configuration in Dynamic Mutual Fund Returns fields. This optional FX conversion is performed when you check the Convert benchmark to portfolio base currency check box on the SRRI tab.

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Select Options in SRRI Tab

The following table describes each option for the SRRI tab in the Dynamic Mutual Fund Returns field when calculating volatility.

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