| Area fill | With the Area fill option, you can toggle between a line chart and an area chart. Adjust the fill level from 0 (transparent) to 1 (solid) to control the opacity. |
| Assign markers for columns | This toggle determines whether markers apply to columns or rows. It also allows grouping bars in bar charts based on perspective. |
| Benchmark | This field lets you select a benchmark for calculating fund ratios. |
| Breakdown | Use the Breakdown option to choose the breakdown you want to display. This option appears only if you have entered the required data in WordPress admin > Funds > Breakdowns for a specific fund. |
| Chart type | In the Chart type option for the Fund Breakdowns chart block, choose between a pie chart, donut chart, or bar chart. |
| Colors | The Colors settings let you customize chart and table colors, including individual ticker colors, background, fonts, grid lines, and more. |
| Common end date | When selecting multiple funds or benchmarks, this setting ensures that data is taken from the date when all selected funds and benchmarks have available data. |
| Common start date | When selecting multiple funds or benchmarks, this setting ensures that data is taken up to the last available date when all selected funds and benchmarks have data. |
| Dimensions (sizes, spacing, borders) | A set of options to control column widths, chart dimensions, borders, and spacing. |
| Display | The Display options vary by block type: Fund Performance Line Chart block – Choose to display prices, returns, or 10k growth. Fund Performance Bar Chart block – Select discrete returns or rolling returns. Fund Breakdown Chart and table – Filter data to the end of a week, month, quarter, or year. Fund Performance table – Display data for years, months, discrete returns, rolling returns, predefined date ranges, or the latest valuation. In most cases, you can also limit the display to the end of a week, month, quarter, or year. |
| Display Last (N) years / periods | Limit data display to recent periods, such as the last 5 years. |
| Funds and benchmarks | A field where you select the fund or benchmark to be displayed in blocks. |
| Include dividends | A toggle that determines whether dividends are included in performance and ratio calculations. |
| Interval | Control how data is displayed or calculated: daily, weekly, monthly, quarterly, or yearly, and whether it’s taken at the end of the period. |
| Language | Choose the language for fund charts and data tables. Browser-based translations apply to dates, while other text elements can be customized manually. |
| Legend position | Define the position of the chart legend. |
| Limit data from date | Set the starting date for data display. If earlier than available data, it shows all. if later, it displays only from the selected date. |
| Limit data to date | Set the end date for data display. If later than today, it shows all. if earlier, it displays data only up to the selected date. |
| Opposite Y-axis | Enable this option to place the Y-axis on the right side instead of the left. |
| Periods | Choose predefined date ranges depending on the block type: Fund Performance Line Chart (only for daily intervals): 1W, 1M, 3M, 6M, 12M, 24M, 36M, 60M, 120M, WTD, MTD, QTD, YTD, MAX. Fund Performance table: similar options, plus end-of-month (EOM) and end-of-year (EOY) ranges, and annualized returns: 24M Annualized , 36M Annualized, 60M Annualized, 120M Annualized, MAX Annualized, plus their EOM and EOY variants. |
| Ratios | Select which fund ratios to display. For auto-calculated ratios: Standard Deviation requires share class valuation data. Alpha, Beta, R2, Tracking Error, and Information Ratio require benchmark valuation data. Sharpe Ratio requires a risk-free benchmark data. |
| Risk-free benchmark | Select the Risk-Free Benchmark for calculations. |
| Show bars | Enable to display small bar charts within fund data tables. |
| Show column headers | Show or hide column headers in tables. |
| Show dividends | Show or hide dividends in the Fund Performance Line Chart block. |
| Show footer | Show or hide the footer in tables and charts. |
| Show legend | Show or hide the legend in charts. |
| Show reference dates | Show or hide reference dates in tables and charts. |
| Show row headers | Show or hide row headers in tables. |
| Show tooltip | Enable or disable tooltips on charts. |
| Text sizes (font size, line height) | Customize text sizes and line heights for different block elements. |
| Toggle Interactivity | Enable or disable user interactivity for selecting custom or predefined date ranges in the Fund Performance Line Chart block. |
| Toggle links | Enable or disable links for share class pages as defined in WordPress Admin > Funds > Share Classes > Custom Properties Tab in Page URL field. |