Price Return vs Total Return Data
Learn how to view Total Return data in Optuma
3 min read
This week saw the quarterly rebalancing in the Australian S&P/ASX 200 and US S&P500 indices. Here are the changes that came into effect on March 24th:
S&P/ASX200 Changes
S&P500 Changes
Click the buttons below to save and open updated workbooks for the updated sector lists. The tabs in each workbook contain a list of the stocks in each sector, along with examples of charts, tools, and watchlists. Other examples include Seasonality charts, Relative and Historical Comparison charts.
The last tab shows a watchlist of all index members with a true/false column for those making new 6 month highs and another for 6 month lows (right-click on the column headings and select Edit Column to see the underlying script formulas). At time of writing there were 5 new highs and 8 new lows in the ASX200, with the chart on the right highlighting the new 6 month highs and lows with a Show Bar arrow, with the last 6 months highlighted in blue using a custom bar colour scheme:
ASX200 6 Month Highs & Lows
Optuma clients can download the workbook files by clicking the buttons below, and once saved - usually to your Downloads folder - double-click on the file to open. When prompted, move them from the download location to your default Workbooks folder.
Note
A number of sample workbooks with more chart examples can be downloaded from here.
