The Performance Data License provides timely performance data for research, website postings, and shareholder communications. Extensive total returns and performance-based statistics are available to help evaluate the effects of an investment manager’s decisions. Data covered includes daily trailing returns, Morningstar Category averages and percentile ranks, and dividend and capital gains information where applicable.
Variable annuity/life subaccounts and underlying funds
Peer group analysis
SEC Rule 482 compliance
Website price updates
Additional licenses available
The Extended Performance Upgrade license includes adjusted historical returns and other performance calculations, as well as Morningstar proprietary statistics for share classes with less than three years of performance history.
The Historical Performance license includes a full history (back to inception) of monthly or quarterly total returns for funds, Morningstar Categories, and indexes, plus 12 months of trailing Total Net Asset Values.
Most data is delivered between the third and seventh business day.