Define a Rollup Calculation Field to Calculate and Report SRRI

Owned by Kavitha Thangaswamy (Unlicensed)
Last updated: Oct 30, 2023 by Pamela Totas (Deactivated)
1 min read

After you define a Dynamic Mutual Fund Returns field to calculate the volatility of a fund, you can define a Rollup Calculation field to calculate the SRRI for the fund. The Rollup Calculation field allows you to associate a range of volatility levels with the corresponding SRRI value of 1 to 7.