Riskalyze utilizes several essential analytics to provide you with deeper insight into portfolios. Use this to create conversations with a prospect or update a client on their existing portfolio.
Riskalyze incorporates the trailing twelve months (TTM) of regular dividends for the annual dividend. Principal distributions and other unique, one-time events are removed from the calculation so as to not overstate the normal dividend yield.
In the same manner, expense ratios are calculated by using the trailing twelve months (TTM) of expenses.
To see the dividend or expense ratios for individual securities, click on the security to open a drop-down menu of the Risk/Return metrics.