Performance & Data

No. Strategy and custom backtests are historical simulations, and Watchlist uses ongoing virtual tracking. Neither confirms orders executed in your brokerage account or guarantees future investment results.

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Review the cost assumptions for the result shown. Estimated brokerage and transaction taxes may differ from actual execution costs and are separate from personal capital-gains tax. Do not assume every cost is included unless stated. Simulations cannot fully reproduce liquidity, slippage or market impact.

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Use the same period and check the selected index or category mutual fund. Review both returns and risk, including differences in dividends, costs and calculation methods. A higher historical return alone does not establish suitability or future outperformance.

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A completed period needs the required closing values and exchange-calendar coverage. Missing data or calendar coverage can make a period unavailable; the current incomplete period may also be excluded. Unavailable does not mean a zero return. Contact Support if a completed period appears to be missing.

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LTP and historical observations can come from different updates and times. A chart may contain completed daily observations and a separate latest-quote point. Check the available date/time and data status rather than assuming both values are from the same moment. A quote retrieval time is not necessarily an exchange trading timestamp.

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Where View chart data is shown, open it to read the observations for the selected chart and period. The table represents the displayed data; missing values are not converted to zero. You can use the available page controls to read additional rows.

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